Les récentes faillites de Tricolor et First Brands aux États-Unis ont jeté une ombre sur le marché du crédit privé, avec des déclarations publiques de personnalités éminentes du monde financier, notamment l’avertissement métaphorique du PDG de JPMorgan, Jamie Dimon, concernant de nouvelles pertes dans cette classe d’actifs, affirmant que d’autres cafards allaient faire surface. Si […]
It’s currently difficult to have strong “macro” convictions with the ongoing US data blackout. In the meantime, US earnings have been pretty stellar so far, turbo charged once again by those of the mega cap tech stocks, tensions between US and China have eased -at least temporarily- thanks to a new trade truce, while the […]
Why think local when markets are global? In today’s interconnected world, megatrends such as AI, energy transition, ageing demographics and digitalisation know no borders. Neither should your equity allocation. At DECALIA, our Global Equities approach combines an unconstrained investment universe with high conviction stock picking, allowing us to capture the best companies and structural trends, […]
Geopolitical tensions and rapidly advancing technological developments are making the defense industry one of the most dynamic investment themes of the decade. Global rearmament needs and a changing focus on ESG are opening up new opportunities for long-term growth. Decalia explains why the defense supercycle is far from over.
In meteorology, we often distinguish between the actual temperature and the feels-like temperature – the latter reflecting how the air truly feels on our skin once humidity, wind, and other invisible factors are taken into account. In recent months, the US economy has been behaving much the same way: the numbers on the screen (inflation, […]
Delighted to share this insightful interview with our Co-Founder Rodolfo De Benedetti, published this week on Finews AG. A warm thank you to Florian Schwab for the thoughtful article and the engaging conversation.
As the Cagliari Calcio is still muddling through in the middle of the Italian Serie A standings after its defeat 0-2 against Bologna yesterday, it’s hard to detect any signs of exultation in me as a fan this morning. Considering politics, geopolitics, the state of the world in general, or just the weather conditions for […]
DECALIA is honoured to once again be recognised among the finalists at the Real Deals Sustainable Investment Awards 2025, marking our fourth consecutive year of distinction. Thanks to Andrea Biscia, CFA and Franco Maria Facecchia for representing DECALIA at this prestigious event. Andrea Biscia, Principal of DECALIA’s PrivateCredit programme, shared:“With more than 50% of our […]
We’re pleased to announce that we’ll be taking part in the conference from 27 to 29 October.See you in Milan!
