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L’actualité DECALIA

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Secondaries in Private Credit: Enhancing Liquidity, Visibility, and Risk Control

In a market increasingly seeking yield with greater control, private credit secondaries are emerging as a compelling opportunity. Unlike traditional primary investments that tie up capital for years and require patient ramp-up, secondaries offer exposure to seasoned assets—bringing immediacy, visibility and flexibility to portfolios. 1. Accelerated Deployment, Immediate YieldPrivate credit secondaries allow investors to bypass the […]

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L’armement, entre performance et éthique

Avec le retour d’une guerre à haute intensité sur le sol européen et l’affaiblissement des institutions internationales, la défense redevient un pilier incontournable de stabilité. Comme le rappelle Roberto Magnatantini, gérant chez DECALIA : « Disposer d’une capacité de dissuasion militaire est désormais perçu comme une nécessité pour assurer la paix. » Dans Le Temps, […]

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Let’s speak about deflation!

A Fed’s rate cut in September rate is still far from guaranteed, in my views, especially after last week’s releases of US CPI and PPI reports, which showed that supercore inflation remains stubbornly high, running at 4% yoy and 3.8% a.r. over last 3M, while companies are passing some tariff costs on to consumers. In […]

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Recession, inflation, both, or… neither

US growth is slowing, while inflation is rising. Despite the rosy US Q2 GDP print, the growth details weren’t so great when excluding the extraordinary distortions due to the tariffs’ saga: final domestic demand (i.e. consumption expenditures and capex) is running at about 1.5% a.r. in the first half of this year vs. a quite […]

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16th of September in Milan – DECALIA & IMGP joint event

Markets. Minds. Milan. DECALIA and iM Global Partner are joining forces in Milan for an exclusive event featuring some of the most insightful and influential voices in asset management. Get direct access to market perspectives and strategies from:Alfredo Piacentini, Sandro Occhilupo, CFA, Fabrizio Quirighetti, Richard Bruce from Trinity Street Asset Management and Ben Pakenham from […]

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DECALIA Appoints Manuel Pedretti as Region Head for German-speaking Switzerland

Zurich, 4th August, 2025 – Swiss investment management company DECALIA SA has appointed Manuel Pedretti as Region Head for Business Development in German-speaking Switzerland. This strategic hire underscores DECALIA’s strong commitment to expanding its footprint in the region. In recent years, the firm has earned a reputation for innovation through the launch of thematic equity, […]

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Est-il temps de s’intéresser au secteur de la santé ?

Au moment de rédiger ces lignes, le secteur de la santé occupe l’avant-dernière place du tableau des performances 2025, suscitant un sentiment de « déjà-vu ». En 2023 et 2024 déjà, les titres de la santé avaient en effet très peu participé au rallye boursier. Au début de cette année, les perspectives paraissaient pourtant s’améliorer […]

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DECALIA & Landolt Cup

DECALIA est heureuse d’annoncer son sponsoring de la Coupe Landolt, qui se tiendra du 3 au 6 septembre à Yverdon (VD). Il y aura des matchs chaque soir à 20h15, et la phase finale aura lieu le samedi 6 septembre. L’événement s’adresse à tous les amateurs de basket. Ce tournoi international amical de haut niveau […]

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