Distressed and event driven credit managers expect an uptick in activity with spiking rates leading to an end of an extended period of easy access to capital. The new era of rising interest rates and monetary tightening will offer more distressed debt opportunities than the Covid-19 pandemic did, sector specialists have told Citywire Selector. David Nazar, […]
DECALIA’s Alfredo Piacentini looks to continue his thematic innovation Having founded – and grown – two companies in under 20 years, Alfredo Piacentini is not afraid of venturing off the beaten path. In 1996, he started Banque Syz alongside Paolo Luban – who now sits on DECALIA’s board of directors – and Eric Syz and […]
•Enabling iPhone users to refuse tracking was not just about defending privacy •Ad budgets are shifting to platforms with first-party access to customer data •Regulators need to balance risks to competition with privacy benefits for users When Apple introduced App Tracking Transparency (ATT) back in April 2021, forcing applications to request permission before monitoring user […]
The case for european venture debt The tech sector is not broken, valuations are going through readjustment A new scenario has emerged leading to increased cost of the equity vs debt Market shift from „growth at all costs“ businesses to profitability model Since our latest publication, the European tech private market continues to evolve in […]
Interview mit Alexander Roose, Head of Equities und Co-Lead PM der Strategie DECALIA Sustainable • Die Eigenschaften von Wasserstoff • Der Stellenwert von Wasserstoff im Energiesektor • Die Marktentwicklung bis 2050 • Die Investitionsgelegenheiten In dieser ersten Ökoserie geht es um das erhebliche ungenutzte Potenzial von Wasserstoff. Schon vor mehr als fünf Jahrzehnten machte Wasserstoff Schlagzeilen, als er […]
Fünfzig Jahre nach dem Beitrag zum Erfolg der Apollo-11-Mission tritt Wasserstoff infolge der Energiewende und des Kriegs in der Ukraine erneut ins Rampenlicht. Bevor das Potenzial von Wasserstoff voll ausgeschöpft werden kann, sind etwas Geduld und kurzfristige Investitionsstrategien erforderlich, wie uns Alexander Roose hier erläutert. Das war vor etwas mehr als einem halben Jahrhundert – […]
DECALIA is pleased to be a key partner of the 8th edition of the Institutional Circle conference on May 17th in Geneva, which is intended for Swiss & international institutional investors. DECALIA will moderate as well a panel: How businesses can create value through the Circular Economy? Panellists: Claudio Zara (GREEN Research Centre and […]
CONTENT What is it and is it new? Imagination on the loose? So how can we invest? And what about ESG considerations? The metaverse, the newest buzzword in town. Ever since Facebook, one of the largest companies in the world, decided to change its name to Meta and pledged to invest $10bn a year in […]
Read our latest Private Markets quarterly article Rebalancing for Rising Rates discussing which private markets strategies are likely to outperform in a rising interest rate environment, by our Lead Alternative Portfolio Manager, Reji Vettasseri. Key conclusions: Private credit favoured over highly levered LBO deals – Private credit set to earn higher yields as rates rise, […]
