Sébastien Demole, Partner, Responsable Gestion Privée – Membre du Comité de Direction et du Comité Stratégie et investissement Dans un environnement financier marqué par l’incertitude, la vitesse des cycles de marché et une forme croissante d’uniformisation, une question simple mérite d’être reposée :qui investit réellement avec vous ? Car au-delà des discours sur la performance, […]
A conversation with Jack Diamond, Co-founder & Partner – Atempo GrowthFranco Maria Facecchia, Principal Private Markets – DECALIA The ‘Software Apocalypse’ — how real is the AI disruption risk European vs. us market Atempo growth portfolio positioning FF The private credit market has been under significant pressure in Q1 2026. Can you set the scene […]
We aren’t yet out of the woods. That’s true both for the Cagliari Calcio, who lost logically against Inter on Friday evening, as well as for the energy shock resulting from the conflict in Iran. However, in both cases, the relief observed since the previous week-end thanks to the victory against Cremonese and the fragile […]
What’s coming next Nicolò Miscioscia, Partner, Head of Private Markets and Digitalisation, Co-Manager DECALIA Private Credit Strategies An analysis of insiders’ pulse What the market thinks Conclusion Much has been written in recent years about private credit. The debate first focused on its merits; more recently, it has shifted toward predictions of imminent disaster. This […]
Apocalypse Not Now! We’ve avoided the worst in two ways—at least for now! First, because even though this weekend’s negotiations came to nothing, other than an even stricter U.S. blockade of the Strait of Hormuz aimed at economically suffocating Iran, we’ve at least avoided the immediate destruction of a civilization… Second, because Cagliari won a […]
Alors que le XIXe siècle a fonctionné au charbon et le XXe siècle au pétrole, notre siècle restera sans doute dans les mémoires comme l’ère des terres rares. Véritables vitamines de l’industrie moderne, leur importance est stratégique pour de nombreux produits, allant des éoliennes aux smartphones, en passant par les véhicules électriques et le secteur […]
The energy crisis is deepening as fighting in the Middle East intensifies. Iran has proven more resilient than expected, effectively managing a difficult situation with a government that remains organized and cohesive. By refusing to pursue de-escalation, Tehran is increasing pressure on the United States. The well-known “TACO trade” (“Trump Always Chickens Out”) may not […]
Premier vrai stress test pour les fonds evergreen semi-liquides : de quoi provoquer une crise de confiance durable ? Nicolò Miscioscia, Partner, Responsable Private Markets et Numérisation Co-gérant DECALIA Private Credit Strategies Le modèle evergreen semi-liquide à l’épreuve Comment fonctionnent réellement les fonds evergreen semi-liquides ? Rachats & « gates » : risque financier, réputationnel, juridique ? Au […]
Economic Calendar While developments surrounding the war in Iran and its collateral damage on the Strait of Hormuz’s blockade, the potential damages to Kharg Island energy infrastructure and, above all, the energy prices trajectory will likely continue to steal the show, there will still be a few interesting economic data releases this week. They will […]
