Filtri

The Power of Platforms

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 […]

How AI is shifting software dynamics key insights

By Quirien Lemey, Co-lead Portfolio Manager for DECALIA Sustainable strategy Software and the state of AI We wanted to provide an update on the current state of the software sector and the significant impact of AI-related spending. In light of recent meetings with various software companies, it’s become evident that the industry is encountering some […]

The longevity revolution

The investment theme focusing on Aging Populations is stronger than ever. Barron’s, The Economist, Netflix, seem to agree with us. Dive into DECALIA’s expertise. Details? Just ask. More Americans Are Working Into Their 80s. What’s Keeping Them in the Workforce. As the baby boomers age, it’s becoming more common for people to remain employed into […]

“SELECT study, a pivotal moment for the fight against obesity”

•Novo Nordisk’s “SELECT” study released ground-breaking results last week. •The study demonstrated that Wegovy, a GLP-1 anti-obesity drug, reduces severe cardiovascular risk by 20% for non-diabetic obese patients. •This was seen as a best-case scenario, boosting confidence in Novo and Eli Lilly in particular as it paves the way for public and private payer coverage, […]

Predicting Inflation

On inflation there has recently been a mea culpa by some major central banks. In the current economic situation, which indicators (including unconventional ones) can be considered most valid for predicting inflation? “Prediction is very difficult, especially if it’s about the future!” (Niels Bohr) and even more for inflation nowadays. Like many other key variables, […]

Small is beautiful: uno dei principi chiave di DECALIA Sustainable SOCIETY

Le attuali condizioni di mercato presentano una tesi convincente a favore di una maggiore esposizione alle small e mid cap. Di recente questi titoli hanno notevolmente sottoperformato le controparti più grandi, e questo potrebbe indicare che la recessione è già stata scontata.Inoltre, i loro rapporti di valutazione interessanti, insieme alla tendenza storica a dare buoni […]