Filtri

Take it easy (and smooth)

You don’t have to have good news for things to get better; you just have to have less bad news. Such is the case with Cagliari Calcio, who may have lost to Udinese (1-2) at the weekend, but it is now one step closer to staying in Serie A thanks to … the defeats of […]

Trumpism and Its Many Consequences

By Alfredo Piacentini – Managing Partner, DECALIA SA Another article about Donald Trump, you say? It’s hard to talk about anything else when the wave is so powerful—at times even terrifying. Indeed, the world now finds itself in the hands of a remarkable communicator, with a clear penchant for demagoguery and a tendency to approach […]

Quando il gioco si fa duro, i duri cominciano a giocare

Le fasi di turbolenza dei mercati finanziari mettono alla prova la resilienza dei portafogli tradizionali. Le strategie di hedge fund si distinguono per la loro capacità di generare rendimenti positivi o stabili, anche in caso di correzione contemporanea del mercato azionario e obbligazionario. Il 2022 ci offre un esempio, da cui possiamo trarre lezioni preziose […]

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 […]

Private credit after an orange swan event

Written by Reji Vettasseri. Lead Portfolio Manager of DECALIA Private Credit Strategies Public volatility vs. Private stability The “Orange Swan” Event As a new US president upends global trade, the world is witnessing what might be called an “orange swan” event. Like a “black swan”, this a rare occurrence with heavy consequences. But unlike their […]

DECALIA continua a sostenere la crescita di Atempo Growth nel diventare la principale piattaforma di Tech-Lending in Europa

DECALIA è lieta di annunciare che Atempo Growth si è assicurata con successo €300 milioni di impegni al primo closing del suo secondo fondo, Atempo Growth II, portando il patrimonio totale in gestione della società a oltre €700 milioni in soli quattro anni. Accanto a DECALIA, Atempo Growth ha ottenuto il sostegno di importanti investitori […]