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Time for silicon carbide to shine

Interview with Quirien Lemey, Senior Portfolio Manager O2 & Ecology is one of the seven major themes in the DECALIA’s Sustainable strategy that will shape our society of tomorrow. There is enormous potential in silicon carbide, and here’s what you should know about it: Norway has just become the first country to reach 20% of […]

10 predictions for 2023 (part 1)

Happy New Year and Best Wishes for a healthy and investment successful 2023! I suspect that experiencing a boring year will already do most of the trick. As we start a new year, I have polished my crystal ball in order to make 10 predictions that could shape financial markets and portfolio returns in 2023. […]

From “just-in-time” to “just-in-case”

Chinese authorities seem to be finally putting an end to their strict zero Covid policy. But the pandemic, with its extended periods of factory lockdowns and port closures in China, will leave a lasting mark on supply chains. Starting in March 2020, populations and company managements alike learnt in the hard way that access to […]

DECALIA Private Markets activity hits CHF1.5BN

DECALIA Private Markets platform continues to see positive developments, with the activity surpassing the CHF 1.5 billion mark. DECALIA Private Markets’ innovative model seeks to provide acceleration capital to specialised emerging managers, while generating asymmetrical value for investors. The pluriannual track record, achieved by its experienced team, has shown strong value creation. “We are delighted […]

And the ESG winner is…

As the “Qatar World Cup of Shame”, to quote Amnesty International, sees the top football nations compete in brand new air-conditioned stadiums, we in true DECALIA tradition – and with perhaps just a touch of irony – propose an alternative competition. One in which these 32 countries win or lose their games based not on […]

Investing in US sports: more than a game

Enticing, less correlated returns for those with an entry ticket Reji Vettasseri, Lead Portfolio Manager of Private Markets Strategies Read our latest Private Markets quarterly article US Sports Investing: More Than A Game, discussing how the US sports industry has begun to open up to institutional capital, creating attractive opportunities for the early movers in […]

What is the outlook for mercantilism in Europe?

Opinion by Fabrizio Quirighetti In Europe, mercantilism is surviving, but is clearly no longer thriving. The UK’s current woes make this all the more apparent. Its economy’s fundamentals bear an increasing resemblance to an emerging economy, or rather a submerged economy in this case, given the continuous growth of public and private debt, deindustrialisation, chronic […]

Towards a more virtuous circular economy

Interview with Alexander Roose, Head of Equities, and Jonathan Graas, Lead Fund Manager The DECALIA’s Circular strategy invests in the transition towards a circular economy. There is enormous potential in adopting circular business models, and here’s what you should know about it: Is economic expansion compatible with decarbonisation? Never perhaps has this question been so […]