Categoria: Private Market Focus
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 […]
Opportunità interessanti in un’asset class ad alta richiesta Scritto da Patrick Emborg – Analista e Andrea Biscia, CFA – PrincipalTeam Private Markets Investment di DECALIA Entertainment: in costante richiesta Nel suo significato più ampio, l’industria dell’entertainment può essere definita come un fornitore di modalità di intrattenimento e svago destinate a milioni di persone in tutto […]
At DECALIA we believe we are particularly well positioned in this environment with the current macro climate where the private credit industry is talking about a « golden moment ». We focus on playing in the “gaps”, providing bespoke solutions for those who are underserved by traditional lenders.
Reji Vettasseri, Lead Portfolio Manager di DECALIA Private Credit Strategies L’ascesa del credito privato All’inizio dell’anno, il presidente di Blackstone Jonathan Gray ha affermato che il credito privato è entrato in un “periodo d’oro”. Questa opinione, e spesso le sue stesse parole, sono state ripetute spesso ai vertici di società come BlackRock, Goldman e JP […]
“We pivot to where the #opportunity lies. As credit investors, our bias is to prepare for the worst. But at times of #dislocation if you know where to look there are always segments with attractive conditions for dealmakers.”👉Read the SuperReturn article with Reji Vettasseri, Lead Portfolio Manager for Private Credit at DECALIA.
Con attenzione ai trend secolari e di sostenibilità. È questa la ricetta alternativa a disposizione degli investitori per navigare con fiducia nello scenario attuale. Il commenti di Nicolo Miscioscia, Partner e Head del Private Markets di DECALIA.
Rendimenti interessanti, meno correlati per chi acquista un biglietto d’ingresso Reji Vettasseri, Lead Portfolio Manager of Private Markets Strategies Più di un gioco “Il baseball per me è più di un gioco, è una religione.” Bill Klem, Major League Baseball Umpire Lo sport è più di un gioco. Per miliardi di fan, il tifo per […]
An interview with the Align Group, a film financing specialist A fast growing market decorrelated from the financial markets Transformed by Covid and the growing success of streaming platforms A new, dynamic environment, offering opportunities and attractive return What major trends are currently driving the film production market? At the moment, the growing success of […]
The case for european venture debt The tech sector is not broken, valuations are going through readjustment A new scenario has emerged leading to increased cost of the equity vs debt Market shift from “growth at all costs” businesses to profitability model Since our latest publication, the European tech private market continues to evolve in […]
Read our latest Private Markets quarterly article Rebalancing for Rising Rates discussing which private markets strategies are likely to outperform in a rising interest rate environment, by our Lead Alternative Portfolio Manager, Reji Vettasseri. Key conclusions: Private credit favoured over highly levered LBO deals – Private credit set to earn higher yields as rates rise, […]
Why this cycle will be unusual and what to do about it by Reji Vettasseri The cause: a liquidity squeeze The response: unprecedented stimulus The effect: asymmetric impact
