In a week overshadowed by the geopolitical tensions in the Middle-East after the terrorist attack from Hamas in Israel, the IMF’s latest economic outlook, released last week during the annual meetings of the IMF and World Bank in Marrakesh, went almost unnoticed. While it wasn’t obviously as tragic as many events currently unfolding around us, […]
Last week DECALIA participated in the Real Deals ESG Awards #ceremony as a #finalist for its DECALIA Private Credit Strategies programme alongside some of the leading private markets #investors in Europe.«At DECALIA we believe that focussing on ESG and impact goes hand-in-hand with driving superior #returns over the long-term. We are honoured that our efforts to be at the forefront of the #industry in this regard are being recognised. » Reji Vettasseri, Lead Portfolio […]
I think I have had another calling, like in the Netflix series “Manifest” (see my weekly letter of August 22nd, 2022), as I was feeling and I have thus argued that something was changing or has changed for some time now… Actually, it all started at the end of last year when I did a […]
“Eppur, si muove”… Who would have thought it? Despite an increase of 525bps in the US Fed funds rate over the last 18 months, the US economic growth continues to defy rates gravity, as well as most pundits, showing resilience -to say the least-. Even more striking, financial conditions still remain broadly accommodative…, which is […]
If deciphering the economic cycle has never been this difficult, it is certainly because other, more structural forces are currently at play. Beyond complicating the interpretation of economic reports, the Covid pandemic and subsequent war in Ukraine have also served to accelerate some underlying trends. It is quite possible that we stand today on the […]
Considering the increase in US long rates (both nominal and real ones) over the last few weeks, the ongoing disinflation process and the renewed strength of the greenback lately, gold prices in USD have proved more resilient than expected so far this year. Especially if you remember what happened during the tapper tantrum in 2013… […]
Reji Vettasseri. Lead Portfolio Manager der DECALIA Private Credit Strategies Attraktive Marktbedingungen für eine bewährte Anlageklasse Private Credit auf dem Vormarsch Anfang dieses Jahres erklärte der Präsident von Blackstone, Jonathan Gray, für den Private-Credit-Markt habe ein „goldener Moment“ begonnen. Die Führungsspitzen zahlreicher Unternehmen, von BlackRock über Goldman bis zu JP Morgan, haben diese Einschätzung und […]
DECALIA Private Markets team participated at #IPEM in Paris, one of the world’s leading private markets events. Thank you IPEM for inviting Nicolo Miscioscia, Partner and Head of Private Markets, to the panel discussion on Emerging Managers with industry leaders (Bpifrance, Unigestion and Neuberger Berman). Nicolo Miscioscia Rafaella Ostier Francesco Figliomeni Franco Maria Facecchia
Thanks to WIZE by TeamWork for organising such a fun #activity! We had a great time 🏎 🏎! Sandro Occhilupo, CFA Bernard Allseits Jonathan Graas, CFAQuirien Lemey, CFAIana Perova
