A lot happened over the last month. There was obviously some bad news (as usual) such as hurricanes, intensifying tensions in the Middle East, energy prices rebounding, growing uncertainties surrounding the US elections outcome, or winter coming… However, instead of playing Lou Reed “walk on the wild side”, I decided rather -like equity investors- to […]
In the age of the ”dinosaurs”, look out for the “birds” Written by Reji Vettasseri. Lead Portfolio Manager of DECALIA Private Credit Strategies Golden Moments, Ages and Eras In early 2023, Blackstone’s Jon Grey claimed private credit was in a “golden moment”. Others soon started talking of a “golden age”. And, not to be outdone, […]
Save the date for the upcoming Citywire event on October 15th, #2024. Nicolo Miscioscia, Head of Private Markets DECALIA, will be joining a panel discussion during the „FundGroup Workshop », a great opportunity to explore valuable insights into private markets and emerging investment trends. See you in #Madrid!
We are thrilled to announce our participation at the European Private Credit Summit #2024! Lead Portfolio Manager for Private Market Solutions at , Reji Vettasseri, will be speaking on the panel « Private Credit Fundamentals and the Direction of Travel for Credit Markets » on Wednesday, October 9, 2024.
Another week-end, another cold shower for the Cagliari Calcio at home! After sinking 0-4 against Napoli the prior Sunday, my favorite Italian soccer club ruined my week-end right from the start by losing 0-2 vs. Empoli last Friday. As a result, Cagliari stands now at the much-unenviable bottom of Serie A ranking. So, forget about […]
Here are our quick take-aways from yesterday’s Fed meeting: As we were guesstimating lately, the Fed delivered a hawkish 50bps cut. On the news of the dovish headline decision to ease somewhat more aggressively than anticipated (at 8pm CET time), markets reacted accordingly: equity up, bond’s yields down, USD down and gold up (see graph). […]
DECALIA Private Markets team participated at #IPEM in #Paris, one of the world’s leading #PrivateMarkets events. Cédric Anthonioz Rafaella Ostier Nicolo Miscioscia Reji Vettasseri Francesco Figliomeni Franco Maria Facecchia Luca Colciago
What a great weekend for Italian sport! Italy won 3-1 against France in Paris in the Nations League with an amazing comeback, while Jannik Sinner became the first Italian man to win the US tennis open title. Speaking about comeback and first time, bond investors may eventually consider Japan Government Bonds (JGBs) too… First of […]
Among the subjects that could make people angry, we can obviously mention politics when opinions become divisive, threatening friendships and even families; sport sometimes when one’s favorite club (in my case Cagliari Calcio) loses stupidly 1-0 to Lecce having played 11 against 10 for half-time and having had plenty of chances, or when the rivalry between […]
