Why it’s time for LPs to seek out the niches?In a recent article, Private Debt Investor talked to Reji Vettasseri, Lead Portfolio Manager for Private Credit at DECALIA, and other leading #investors about why niche private debt #strategies are unusually well positioned in a macro #environment characterised by increased complexity and higher #rates.
For the last few months, investors have been focused essentially on peak inflation and peak terminal rates, but little attention has been devoted to peak cycle since last summer as the soft landing and even the no-landing scenarios were almost taken for granted. However, the latest events, namely the collapse of SVB (and 2 other […]
We are delighted to announce that DECALIA has been awarded „Best Growth Strategy“ and „Best Based in #Geneva“ during the #WealthBriefing Swiss EAM Awards #2023 🏆.
For close to 40 years until recently, it has been a fantastic call to be long bond’s duration, especially through passive ETF’s investment in order to keep duration constantly high. For sure, we experienced a secular bond bull market with US 10y yield falling from circa 16% at the beginning of the 80’s to a […]
📢 DECALIA will be participating in the upcoming in the SuperReturn Private Credit Europe 2023 in #London. Reji Vettasseri, Lead Portfolio Manager Private Markets Funds and Mandates will be speaking in a panel on « Finding Opportunities in Pockets of Dislocation » and moderating a discussion on « the Democratisation of Private Markets ». 👉Do not miss it!
Von Quirien Lemey, Co-Lead PM der Strategie DECALIA Sustainable Im Januar entwickelten sich die Märkte weltweit positiv. Insbesondere der Nasdaq legte kräftig zu und verzeichnete mit einem Anstieg von 10,68% den besten Januar seit 2001. Zum Zeitpunkt der Erstellung dieses Berichts liegt der Index seit Jahresbeginn mit fast 16% im Plus und ist in diesem […]
This week is likely to prove interesting, to say the least, in terms of economic releases as it will feature the very same macro ingredients than last week, namely activity indicators on one side, with the final readings of global PMI on top of US ISM indices (manufacturing on Wednesday and services on Friday), as […]
It hasn’t really been a love affair on markets since the release of the US CPI on the Saint-Valentine’s day, which was then followed by stronger than expected activity indicators. As we were suspecting last week, better than expected US activity data have pushed long rates higher, while sticky inflation has forced some investment banks […]
Von Alexander Roose, Head of Equities und Co-Portfoliomanager der Strategie DECALIA Sustainable Während der Jahresauftakt 2022 für die Aktienmärkte mit einer gewaltigen Verkaufswelle begann, die ein sehr schwarzes Jahr einläutete, deuten Anfang 2023 ermutigende Signale auf eine Trendwende hin. Kurz vor Redaktionsschluss oszillieren alle Leitindizes – beflügelt durch zwei markante Trendwenden und die rückläufige Headline-Inflation […]
