In early 2023, Blackstone’s Jon Gray claimed private credit was in a “golden moment”. Others soon started talking of a “golden age”, and by year end Blackstone execs were bopping to the Christmas song “It’s the Alternatives Era”. The thesis is simple: high interest rates and reduced competition from traditional lenders have boosted returns on […]
Last week, I asked somewhat ironically “what could go wrong?”, while being fully aware of the many risks and challenges ahead of us. As a result, Cagliari Calcio lost miserably on Friday against Udinese… In the same time, we are entering into November this week through the Halloween backdoor, while investors have already had many […]
In the run-up of the US presidential elections, which is now just two weeks away, the latest US economic data releases continue to please equity investors, while Cagliari Calcio maintains its positive momentum with its first home win of the season (3-2 vs. Torino). Like for the US elections, the race for staying in Serie […]
DECALIA is proud to have participated as finalists in the Real Deals ESG Awards 2024, in the category LP of the Year, Funds of Funds, for the third year in a row! Thanks to Andrea Biscia, Reji Vettasseri and Franco Maria Faccechia for representing DECALIA at this prestigious event. Reji Vettasseri, Lead Portfolio Manager of […]
A big thank you to Citywire Spain for organizing their first event dedicated to hashtag#PrivateMarkets in Madrid earlier this week.It was a great hashtag#opportunity to present our positive outlook for Specialized Private Credit in hashtag#Europe and our two European flagship hashtag#strategies, one focusing on co-investments & secondaries, the other on Venture Debt.Thanks to all the […]
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.
