Filtri

Nouveaux bureaux à Milan !

Nous avons le plaisir d’annoncer que DECALIA a une nouvelle “maison” à #Milan, via Filippo Turati 29, 20121 Milano. Tél. (inchangé) +39 02 2111561.Nous nous réjouissons de vous accueillir 🥂 ! We are delighted to announce that DECALIA has a new “home” in #Milan at via Filippo Turati 29, 20121 Milano. Tel. (unchanged) +39 02 […]

Banzai!

It took 34 years, 2 months and 20 something days… but it finally made it. The Japan Nikkei 225 stock index posted indeed a new all-time high (ATH) last week, snapping symbolically one of the longest journeys through the disdain of global investors, but also breaking somewhat off my favorite provocative question to investors looking […]

The Year of the Draggin

It begins with a “C”, it is struggling and it is at the bottom of the performances ranking… Have you got it? I am referring to China of course! While billions of people in China and around the world are celebrating the beginning of a new Lunar year, there is still little to celebrate about […]

Private Debt Investor’s Podcast of Reji Vettasseri

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 […]

Divergent

Once again devil was in the details when considering the thrilling outcome of the Super Bowl LVIII with the Kansas City Chiefs stunning the San Francisco 49ers in overtime (25-22). Be reassured (or actually not so much), there are other places where the gap is so wide that even the devil wouldn’t risk an appearance… […]

WealthBriefing Awards 2024

We are delighted to announce that DECALIA has been awarded Best Fund Manager for the 3rd year in a row in the #Wealthbriefing Swiss Awards 2024 🏆!#Innovating is at the core of DECALIA’s investment philosophy, and we are proud to be recognised for our efforts both in public and private markets.Great team work! Lucie LannooElisa Espro RendaRoberto Magnatantini, CFA#BestFundManager#ThematicInvesting#TeamWork#DECALIA

The devil is in the details

At first glance, there’s no doubt about it: the US jobs report for January, released on Friday, showed more than a resilient US labor market. Nonfarm payrolls increased 353K, largely beating expectations (185k). Furthermore, prior two months readings were revised by a total of +126k, bucking the recent trend of downward revisions. Last but not […]

Via libera al recupero dell’healthcare

La JP Morgan Healthcare conference, che si svolge nella seconda metà di gennaio, è diventata un appuntamento tradizionale per gli investitori. È un momento in cui numerose aziende del settore sanitario si riuniscono per dare il via al nuovo anno, discutendo degli ultimi sviluppi nelle loro rispettive attività. L’edizione 2024 si è dimostrata, ancora una […]