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 […]
We are delighted to announce that DECALIA has been awarded Best Fund manager in the WealthBriefing 2023 awards. 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.
“At DECALIA, the concept of ESG is not seen as a mere slogan, but as a principle of economic sustainability.” Rodolfo De Benedetti – Partner & Chairman of DECALIA Strategic ESG Committee Introduction Founded in 2014, DECALIA is a Swiss financial group which manages and advises private and institutional clients. It offers services adapted to […]
As expected, Fed and ECB hiked last week their respective target rate by +25bps to 4.50-4.75% and by +50bps to 2.50%, while France beats Italy in the 6 Nations tournament (rugby) yesterday but it wasn’t as smooth and easy for the “coqs bleus”. Despite the still hawkish message they delivered and their overall cautiousness about […]
Among the usual new year resolutions, adopting a healthier lifestyle tends to figure high on the list. In 2023, investors too may be well inspired to increase their exposure to sport, with the industry looking extremely attractive at this juncture – particularly in the US. Solid top-line growth, margin expansion and business resiliency: the ingredients […]
DECALIA is proud to witness “The Pod Generation” selected at the prestigious Sundance Film Festival. The film has been financed by Take 2 Fund, a private credit fund specialised on film financing, launched with our talented partners Align Pictures US.Well done Adrian and Nadia! Top cast : Emilia Clarke (Game of Thrones), Chiwetel Ejiofor, Kathryn Hunter, Jean-Marc Barr […]
