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 […]
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 […]
The chaos over US tariffs that Donald Trump and his administration unleashed since their infamous “Liberation Days” has raised fundamental questions about the risk premium on US assets, especially on US Treasuries, and the role of the US dollar within the global economy and international financial system. The continuous ascent of gold is among the […]
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 […]
The PRISMA Investment Foundation announces the launch of the PRISMA Global Bonds investment group — an innovative global bond strategy specifically designed to meet the needs of Swiss pension institutions. The investment group is managed by DECALIA SA, a firm widely recognized for its expertise in active fixed income management. In response to the new […]
Apart my birthday and a spring-like weather, there was not much to celebrate recently… The announcement of reciprocal tariffs was worse than expected, both in terms of the percentages announced (higher than expected) and the method of calculation (a simplistic and arbitrary formula that further discredits the Trump administration), stock markets have been falling ever […]
Discover Our Investment Philosophy at DECALIA Private MarketsAt DECALIA Private Markets, we believe successful investments are driven by a clear, structured, and visionary approach. We are excited to share the first chapters of our investment philosophy—a key resource to understand how we select, structure, and manage our investments in private markets, especially in high-growth sectors. Special […]
Dopo aver spostato le lancette sull’ora legale, sicuramente molte famiglie hanno iniziato a fare programmi per le vacanze, e la prenotazione di una crociera è una scelta sempre più diffusa. Il lancio di nuove navi ampiamente pubblicizzato, un tasso di penetrazione ancora basso, investimenti in isole private e bilanci risanati: questi sono solo alcuni dei […]
While uncertainty clouds the economic outlook and heckles the markets ahead of the announcement of US reciprocal tariffs, the skies seem to be clearing for Cagliari Calcio… thanks to its victory over Monza yesterday. With a 6-point lead over first-to-be-relegated, Empoli, a win against the latter next week-end would virtually guarantee their survival in Serie […]
