Happy New Year and best wishes for a healthy and prosperous 2024! I suspect that experiencing a quiet but positive year, with Cagliari Calcio remaining in Serie A as far as I am concerned, will already do most of the trick. As we start a new year, I have thus polished my crystal ball in […]
We would be honoured if you would consider voting for DECALIA in the Private Debt Investor Awards, where for the second year running we have been shortlisted for European Investor of the Year 2023 🔥🔥. You can vote by clicking the link below, and participating in the European section of the survey.👉https://lnkd.in/gwAPN7cw Thank you to all of our #clients, #partners and #team members who […]
“Prediction is very difficult, especially if it’s about the future…”. Like every year at the same time, I have indeed to admit it as I look back at my own predictions made at the very beginning of each year. So, it’s now time to see how I scored on my 10 predictions for 2023 (even […]
At DECALIA we believe we are particularly well positioned in this environment with the current macro climate where the private credit industry is talking about a « golden moment ». We focus on playing in the „gaps“, providing bespoke solutions for those who are underserved by traditional lenders.
The latest US employment report put a dent in the Fed’s pivot narrative with somewhat higher than expected nonfarm payrolls (+199k, in line with the last 6 months average) and, more importantly, a lower unemployment rate (-0.2% to 3.7% in November). Indeed, this decline in unemployment rate invalidated, at least theoretically, a recession signal from […]
For their latest cover story on the outlook for private credit, Private Debt Investor talked to “some of the asset class’s most prominent supporters”. Reji Vettasseri from DECALIA Private Markets was one of them and gives his views.
Latest US data and some Fed members statements reinforced the current optimistic views made of resilient growth and ongoing disinflation. Consumers income and spending are indeed still expanding, manufacturing activity is holding well according to latest ISM, while the Fed’s favorite inflation gauge, the PCE deflator, decelerated further in October. The headline reading was actually […]
Welcome to December (at the end of the week)! A month often associated with a sense of warmth and joy as people around the world come together to celebrate various holidays and festivities… on top of this year of the recent successes of Italy with its credit outlook raised from negative to stable by Moody’s, […]
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 […]
