In a week overshadowed by the geopolitical tensions in the Middle-East after the terrorist attack from Hamas in Israel, the IMF’s latest economic outlook, released last week during the annual meetings of the IMF and World Bank in Marrakesh, went almost unnoticed. While it wasn’t obviously as tragic as many events currently unfolding around us, […]
Last week DECALIA participated in the Real Deals ESG Awards #ceremony as a #finalist for its DECALIA Private Credit Strategies programme alongside some of the leading private markets #investors in Europe.«At DECALIA we believe that focussing on ESG and impact goes hand-in-hand with driving superior #returns over the long-term. We are honoured that our efforts to be at the forefront of the #industry in this regard are being recognised. » Reji Vettasseri, Lead Portfolio […]
Dans le journal Le Temps d’hier, la chronique de Alfredo Piacentini, managing partner de DECALIA « Genève : quand « city » ne rimera plus avec « cité »Avec des banques genevoises qui ont décidé de quitter le centre-ville, le #réseautage sera moins intense au sein de la place financière…
I think I have had another calling, like in the Netflix series “Manifest” (see my weekly letter of August 22nd, 2022), as I was feeling and I have thus argued that something was changing or has changed for some time now… Actually, it all started at the end of last year when I did a […]
“Eppur, si muove”… Who would have thought it? Despite an increase of 525bps in the US Fed funds rate over the last 18 months, the US economic growth continues to defy rates gravity, as well as most pundits, showing resilience -to say the least-. Even more striking, financial conditions still remain broadly accommodative…, which is […]
Si le cycle économique n’a jamais été aussi difficile à décrypter, c’est certainement que d’autres forces, plus structurelles, sont dorénavant en jeu. Certes, la pandémie de Covid, puis la guerre en Ukraine, ont eu pour conséquence de compliquer la lecture des données conjoncturelles. Mais elles ont également contribué à accélérer certaines tendances de fonds. Nous […]
Considering the increase in US long rates (both nominal and real ones) over the last few weeks, the ongoing disinflation process and the renewed strength of the greenback lately, gold prices in USD have proved more resilient than expected so far this year. Especially if you remember what happened during the tapper tantrum in 2013… […]
Reji Vettasseri. Lead Portfolio Manager de DECALIA Private Credit Strategies L’essor du crédit privé Au début de l’année, le président de Blackstone, Jonathan Gray, avait déclaré que le crédit privé était entré dans une « période faste ». Ce sentiment, et souvent la phrase elle-même, ont depuis été fréquemment exprimés/répétés par les dirigeants de sociétés telles que […]
DECALIA Private Markets team participated at #IPEM in Paris, one of the world’s leading private markets events. Thank you IPEM for inviting Nicolo Miscioscia, Partner and Head of Private Markets, to the panel discussion on Emerging Managers with industry leaders (Bpifrance, Unigestion and Neuberger Berman). Nicolo Miscioscia Rafaella Ostier Francesco Figliomeni Franco Maria Facecchia
