L’or sous un nouvel éclairage
Fabrizio Quirighetti, notre Chief Investment Officer, explique dans le journal l’Agefi pourquoi il n’est plus possible aujourd’hui de présenter l’or uniquement comme une valeur refuge (Agefi,13/11/2020).
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Beyond cash
The Covid-19 pandemic has upped the speed of digitisation of financial services Online lending, P2P transactions, mobile wallets, cryptocurrencies: fintechs are reshaping the industry Regulators will be the ultimate judges, balancing the benefits and risks of an increasingly cashless society
Retail investors strike back
Day trading platforms like Robinhood have attracted scores of new users this year… … contributing to a self-fulfilling rally in equities, but also greater polarisation and volatility History is not kind as to how such bubbles end – although the turning point may not be imminent
DECALIA, a Swiss pioneer in the circular economy
The Ellen MacArthur Foundation has just released «Financing the Circular Economy: Capturing the Opportunity», outlining why finance is vital to the transition to a circular economy. Decalia, a Swiss pioneer in the circular economy, is mentioned in the report for managing one of the very few equity funds devoted exclusively to this theme.
This time is different
Why this cycle will be unusual and what to do about it by Reji Vettasseri The cause: a liquidity squeeze The response: unprecedented stimulus The effect: asymmetric impact
Clean hydrogen’s moment
Building a hydrogen eco-system will be key in attaining carbon-neutrality targets Investors have been flocking into companies that promise a revolution in transportation For less hyped and more indirect investment opportunities, look rather to the industrial space
The rise of e-sport
Virtual competitions helped keep fans, broadcasters and sponsors satisfied during lockdown The Covid-19 pandemic may well be serving to accelerate the transformation of the sport ecosystem Streamlined events, less travel, greater digitalisation: the characteristics of tomorrow’s sporting world?
Decalia Circular Economy earns LuxFlag ESG label
LuxFlag, the independent investment fund rating agency, has awarded DECALIA Circular economy with the ESG label. The strategy has been recognized for its commitment to sustainable principles throughout its investment process.
Glocalisation 1.0
The Covid-19 shock is driving individuals, companies and governments to look inward. Supply chains, particularly – but not only – in critical industries, stand to be overhauled. Reshoring and greater operational resilience will, however, come at a certain cost.