You don’t have to have good news for things to get better; you just have to have less bad news. Such is the case with Cagliari Calcio, who may have lost to Udinese (1-2) at the weekend, but it is now one step closer to staying in Serie A thanks to … the defeats of […]
Dans le journal Le Temps de ce jour, la chronique de Alfredo Piacentini, managing partner de DECALIA : Le trumpisme et ses multiples conséquences Encore un article sur Donald Trump, direz-vous? Difficile de parler d’autre chose tant la déferlante est puissante – par moments même terrifiante.
Les périodes de turbulences sur les marchés financiers mettent à l’épreuve la résilience des portefeuilles traditionnels. Les stratégies de hedge funds tendent alors à se distinguer par leur capacité à générer des performances positives ou stables, même lorsque les marchés actions et obligataires corrigent de concert. L’année 2022 en est une illustration frappante, offrant des […]
By Quirien Lemey, CFA, Co-Lead PM for DECALIA SOCIETY strategy Key points The Flywheel effect In these times of great macroeconomic and geopolitical volatility, focussing on company fundamentals serves not just as a welcome respite, but also, and more importantly, as the path to solid long-term portfolio returns. In particular, we would like to address […]
Written by Reji Vettasseri. Lead Portfolio Manager of DECALIA Private Credit Strategies Public volatility vs. Private stability The “Orange Swan” Event As a new US president upends global trade, the world is witnessing what might be called an “orange swan” event. Like a “black swan”, this a rare occurrence with heavy consequences. But unlike their […]
The chaos over US tariffs that Donald Trump and his administration unleashed since their infamous “Liberation Days” has raised fundamental questions about the risk premium on US assets, especially on US Treasuries, and the role of the US dollar within the global economy and international financial system. The continuous ascent of gold is among the […]
DECALIA sponsorise cet événement vous encourageant à vous balader à travers les galeries d’art, les ateliers d’artistes et les divers espaces d’exposition, tous ouverts et prêts à vous accueillir !
DECALIA a le plaisir d’annoncer qu’Atempo Growth a levé avec succès 300 millions d’euros lors du premier closing de son deuxième fonds, Atempo Growth II, portant ainsi les actifs sous gestion de la société à plus de 700 millions d’euros en seulement quatre ans. Aux côtés de DECALIA, Atempo Growth a su gagner la confiance […]
Apart my birthday and a spring-like weather, there was not much to celebrate recently… The announcement of reciprocal tariffs was worse than expected, both in terms of the percentages announced (higher than expected) and the method of calculation (a simplistic and arbitrary formula that further discredits the Trump administration), stock markets have been falling ever […]
