It took 34 years, 2 months and 20 something days… but it finally made it. The Japan Nikkei 225 stock index posted indeed a new all-time high (ATH) last week, snapping symbolically one of the longest journeys through the disdain of global investors, but also breaking somewhat off my favorite provocative question to investors looking […]
It begins with a “C”, it is struggling and it is at the bottom of the performances ranking… Have you got it? I am referring to China of course! While billions of people in China and around the world are celebrating the beginning of a new Lunar year, there is still little to celebrate about […]
Un article de Alfredo Piacentini, managing partner de DECALIA dans le journal Le Temps. La démocratisation de cette classe d’actifs est une excellente chose, à condition d’en apprécier les particularités et la complexité. Attention aux produits dits «semi-liquides» apparus récemment.
Listen to Reji Vettasseri, Lead Portfolio Manager, Private Solutions at DECALIA: “A majority of #LPs are looking to #allocate more to private debt in 2024 as the #asset class becomes a core constituent of most leading private markets programmes.”“Not one of the surveyed LPs expected private credit to underperform returns benchmarks in #2024.”Thank you to Private Debt Investor for the invitation to discuss their latest […]
Once again devil was in the details when considering the thrilling outcome of the Super Bowl LVIII with the Kansas City Chiefs stunning the San Francisco 49ers in overtime (25-22). Be reassured (or actually not so much), there are other places where the gap is so wide that even the devil wouldn’t risk an appearance… […]
We are delighted to announce that DECALIA has been awarded Best Fund Manager for the 3rd year in a row in the #Wealthbriefing Swiss Awards 2024 🏆!#Innovating is at the core of DECALIA’s investment philosophy, and we are proud to be recognised for our efforts both in public and private markets.Great team work! Lucie LannooElisa Espro RendaRoberto Magnatantini, CFA#BestFundManager#ThematicInvesting#TeamWork#DECALIA
Alexander Roose, Head of #Equities and co-lead PM of the DECALIA #Sustainable #strategy believes Magnificent Seven’s dominance is set to decline and there is too much fixation on the #valuations of current #stocks as it is.
Alexander Roose, Head of Equities et co-lead PM de la #stratégie DECALIA #Sustainable : « Malgré l’envolée des #marchés au cours du dernier trimestre #2023 et le consensus d’un atterrissage en douceur, nous sommes convaincus que #2024 sera une année de #hausse pour les marchés #actions. »
Avec la participation de Roberto Magnatantini, CFA, Lead Portfolio Manager de DECALIA et spécialiste des #thématiques santé et #longévité.Le point sur les #GLP1, ces nouveaux #médicaments contre l’#obésité qui révolutionnent le monde de la #santé.