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
Alexander Roose, Head of #Equities and co-lead PM of the DECALIA #Sustainable #strategy believes Magnificent Seven’s dominance is set to decline and there is too much fixation on the #valuations of current #stocks as it is.
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 […]
Von Alexander Roose, Head of Equities und Co-Lead-Portfoliomanager der Strategie DECALIA Sustainable Trotz der Kursgewinne in den letzten drei Monaten des Jahres 2023 und der Konsensprognose einer sanften Landung der Wirtschaft sind wir zuversichtlich, dass die Aktienmärkte 2024 weiter zulegen können. Lesen Sie die Kommentare von Alexander Roose zu folgenden Themen: 2023 wird als ein […]
As we said in French “Après la pluie, le beau temps”… So, after the sadness and the tears related to the loss and mourning of Gigi Riva (Italy’s soccer record goal scorer on top of a legendary and faithful player of the Cagliari Calcio), Italian sport’s fans enjoyed and celebrated the great historical achievement of […]
Compelling opportunities in a high-demand asset class Written by Patrick Emborg – Analyst and Andrea Biscia, CFA – Principal DECALIA Private Markets Investment Team Entertainment: in Constant Demand The entertainment industry, in its broadest sense, can be defined as a provider of enjoyment and diversion to millions worldwide, effectively blending arts with economic value. It […]
In a recent press release, the SNB published a preliminary version of its accounts for 2023. After losing CHF 132bn in 2022, it lost again circa CHF 3bn last year. To put these losses in perspective, they represent more than 15% of Swiss GDP and almost 4 times the AuM of Compenswiss (Swiss retirement compensation […]
Save the date! 17 April 2024 Zero One Hundred Conferences (PE & VC Platform) Europe 2024, Nicolo Miscioscia, Head of Private Markets DECALIA will participate the panel on „Private Equity Fundraising: In search of new sources of #capital. Democratization of the industry“. See you in #Amsterdam! 🚀🚀 Register here 👉 https://lnkd.in/dTpdpHHE#PrivateEquity#PrivateMarkets#investing#fundraising
Last week, I shared with you my first 5 out of 10 predictions that could shape financial markets and portfolio returns this year. As we enter 2024 -and as a reminder-, our central macro scenario may be summed up as “more of the same – but better” … With resilient growth, inflation normalization & rate […]
