With the US government shutdown averted (for now), Italy government debt no longer in an imminent danger of a cut to junk at Moody’s (outlook was raised from negative to stable) and the qualification of the Nati (Swiss soccer team) for Euro 2024, I am wondering what could derail global equity markets to end the […]
As Formula 1 continues to expand and captivate audiences #worldwide, we are excited to witness the remarkable #journey that Arctos and Aston Martin F1 Team will embark on together. Wishing both Arctos team and the Aston Martin F1 Team#success on and off the track! DECALIA#Arctos#AstonMartin#Formula1#StrategicPartnership#Innovation#Growth#SportsInvestment
With the end of the year just around the corner if you consider Christmas decorations as a leading indicator, it’s already time to think about the macro scene and markets outlook for 2024. As you all know “it is difficult to make predictions, especially about the future”. So, I would love to receive a new […]
How can you #boost risk-adjusted returns in private credit with #opportunities outside of mainstream #strategies?Why is the credit secondaries market booming? Join us at #SuperInvestor in #zurich on November 14-17! Reji Vettasseri, Portfolio Manager Private Markets Funds and Mandates, DECALIA will join two panels „Beyond direct lending: distressed, special sits, opportunistic and asset-backed“ and „The #debt secondary market: an important tool in the hunt for #liquidity?“ on the 14th. Come […]
Launching a new fund during the current challenging #fundraising#environment might seem like an impossible task. However, some managers are bucking the #trend with a variety of unconventional #strategies and innovative approaches.At the table: Roxana Mirica, Paul Newsome, Joanna Ernst, Eleanor Blagbrough, Nicolo Miscioscia, Partner and Head of Private Markets at DECALIA, Jean-Marc Jabre, Mark Vidamour, Ryan Taylor, moderated by Taku Dzimwasha, editor, Real Deals.
At the time this letter will hit your screen I will be on holiday. While I will obviously enjoy it and benefit fully from my days off treat, I am somewhat concerned about the many tricks that markets may play to frighten investors during my absence as a busy data-packed week await us. In the […]
*Slogan von Nestlé Interview mit Alexander Roose, Head of Equities, Senior Fund Manager und Gian-Luca Grassini, Finanz- und ESG-Analyst Im Juni dieses Jahres haben wir unsere neue Serie „Gesundheit und Wohlbefinden“ vorgestellt, in der wir die interessantesten Gesundheitstrends beleuchten und Ihnen Einblicke in die neuesten und beeindruckendsten Entwicklungen im Bereich des Wohlbefindens geben. Wussten Sie, […]
DECALIA will be attending SuperReturn Middle East in #dubai this November 1st. Franco Maria Facecchia, Principal Private Markets will join the panel „Emerging Managers: Proving your worth“. Come and meet Franco, see you in Dubai! 🚀🚀
Over the past few weeks, I have tried to show that US financial conditions may not be as restrictive as one might think, given the Fed’s swift rate hike since March 2022 (from 0.25% to 5.5% in 18 months). As a result, the US economy has proved much more resilient than expected so far. Among […]
