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L’actualité DECALIA

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Elégance 2026 – Rendez-vous les 31 janvier et 1er février 2026

L’élégance du coeur, un week-end autour de la passion automobile à Megève L’Elégance est de retour à Megève dans une version totalement renouvelée et 100% caritative. Autour d’un concours d’élégance dans les rues de Megève, partagez un week-end magique autour de la passion automobile au profit de la recherche contre le cancer pédiatrique. Evènement ouvert au grand public, billetterie gratuite pour accéder au Village des voitures et […]

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10 predictions for 2026

Happy New Year and best wishes for a healthy and prosperous 2026! The first full week of trading on markets was already eventful… Should we have expected something else? Ironically, we are generally dealing with the same questions and concerns at the beginning of this year as we were last year. As a result, my […]

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The magnificent 7 worries on AI

By Quirien Lemey, Co-Lead PM for DECALIA Sustainable Society strategy We have seen the market increasingly worry about a potential AI bubble, and hence seen some violent moves in the past few weeks. Even stellar results from Nvidia, their largest and cleanest beat in a while, didn’t change the narrative. Moreover, more than half of […]

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2025 Market Review: Strong Returns, But a Year of Tensions and Rotations

Written by Alfredo Piacentini, Managing Partner of DECALIA As we draw up the 2025 year-end assessment, index performances closed in positive territory. Yet for investors and portfolio managers, the year has been anything but smooth sailing. It has been marked by heightened geopolitical tensions and economic challenges, with equity markets experiencing both an unusually high […]

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Changement de paradigme informatique

L’intelligence artificielle (IA) entraîne une transformation rapide et profonde des modèles d’affaires dans le secteur des logiciels, du conseil et des services informatiques. Le nombre d’entreprises clientes récemment annoncé par OpenAI et Anthropic, un million et 300’000 respectivement, témoigne d’une vitesse d’adoption largement supérieure aux attentes, alimentant la nervosité des marchés boursiers et pesant sur […]

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Time of reckoning

This is my last weekly letter of the year. So, it’s time to step back and look at how I scored on my 10 predictions for 2025. Even if the year isn’t officially over yet, we can already affirm that it has been an incredible eventful and fascinating year on markets (once again!), which have […]

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Premier Prix littéraire DECALIA

Nous avons eu le plaisir de recevoir Giuliano da Empoli à Genève pour lui remettre le premier Prix littéraire DECALIA pour son essai « L’Heure des prédateurs », publié aux Editions Gallimard au printemps dernier. La rencontre, animée par Linn Levy au Théâtre Les Salons, a été l’occasion d’un échange riche autour des thèmes au cœur de […]

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The X-files

For once, the title of my editorial has nothing to do with Cagliari’s incredible victory over Roma last week or the supernatural goal scored against Atlanta yesterday… but rather with what is happening on the US repo market and the concerns this seems to be raising within the Fed. As widely expected, the Fed cut […]

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