For the last few months, investors have been focused essentially on peak inflation and peak terminal rates, but little attention has been devoted to peak cycle since last summer as the soft landing and even the no-landing scenarios were almost taken for granted. However, the latest events, namely the collapse of SVB (and 2 other […]
We are delighted to announce that DECALIA has been awarded « Best Growth Strategy » and « Best Based in #Geneva » during the #WealthBriefing Swiss EAM Awards #2023 🏆.
For close to 40 years until recently, it has been a fantastic call to be long bond’s duration, especially through passive ETF’s investment in order to keep duration constantly high. For sure, we experienced a secular bond bull market with US 10y yield falling from circa 16% at the beginning of the 80’s to a […]
📢 DECALIA will be participating in the upcoming in the SuperReturn Private Credit Europe 2023 in #London. Reji Vettasseri, Lead Portfolio Manager Private Markets Funds and Mandates will be speaking in a panel on « Finding Opportunities in Pockets of Dislocation » and moderating a discussion on « the Democratisation of Private Markets ». 👉Do not miss it!
Après les rayons vides des supermarchés en période Covid, ce sont maintenant les pharmacies qui peinent à se procurer les médicaments les plus courants, comme l’ont sans doute vécu nombre de parents inquiets. Si une demande saisonnière inhabituellement élevée joue un rôle, les problèmes se situent surtout du côté de la production. Pressées par des […]
Par Quirien Lemey, Co-Lead PM de la stratégie DECALIA Sustainable Les marchés mondiaux ont été bien orientés en janvier, mais le Nasdaq a particulièrement brillé. Cet indice a gagné 10,68%, soit son meilleur mois de janvier depuis 2001. Au moment où nous rédigeons cet article, il progresse de près de 16 % depuis le début de […]
This week is likely to prove interesting, to say the least, in terms of economic releases as it will feature the very same macro ingredients than last week, namely activity indicators on one side, with the final readings of global PMI on top of US ISM indices (manufacturing on Wednesday and services on Friday), as […]
Les réflexions d’Alexander Roose, Responsable des fonds actions et co-lead PM de la stratégie DECALIA axée sur les secteurs innovants et les entreprises disruptives. Si les marchés actions avaient débuté 2022 avec une énorme correction qui avait jeté les bases d’un millésime fortement négatif, 2023 présente des signes encourageants de retournement de tendance. À l’heure […]
It hasn’t really been a love affair on markets since the release of the US CPI on the Saint-Valentine’s day, which was then followed by stronger than expected activity indicators. As we were suspecting last week, better than expected US activity data have pushed long rates higher, while sticky inflation has forced some investment banks […]
