Food for thoughts or spurious correlation? Japan inflation driven essentially by… food prices in Tokyo Back from the dead? Japan CPI Housing Y/Y% BoJ inflations’ anchor, gone with the wind? Japan Consumers Inflation Expectations These trends aren’t BoJ friends Measures of Underlying Japan Inflation: Trimmed Mean CPI, Weighted Median CPI and Mode CPI Measures of […]
One year after the first Fed’s rate hike, the aggressive fast monetary policy tightening finally bit… What are the consequences on the overall macroeconomic backdrop from current banking-stress? While their magnitude and extent will obviously depend on the depth of these scars on the financial system, as well as the time to close it, we […]
📢 DECALIA is looking forward to attending the Zero One Hundred Conferences (PE & VC Platform) #2023 and joining the co-investment panel on the 28th-30th March in #Amsterdam.Reji Vettasseri, Lead Portfolio Manager for Private Credit, will be discussing the current state of the European #fundraising #market at the conference.👉 Please fell free to contact Reji, he will be happy to get in touch […]
Among Credit Suisse most valuable assets as of today What are the lessons to be learned and consequences from SVB fallout and CS debacle? I won’t be long today as there are still a lot of uncertainties in the air (i.e. I probably don’t know much more than you) and I have also to navigate […]
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!
