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DECALIA with IPEM in Paris

Join us at IPEM 2024 in #Paris this September!Come and meet Nicolo Miscioscia, Partner and Head of #PrivateMarkets, Francesco Figliomeni, Head of Advisory and #ESG Solutions, and Rafaella Ostier Business Development at DECALIA.See you in Paris! #IPEM2024 #PrivateCredit #PrivateEquity #DECALIAPrivateMarkets

When your surgeon is a robot

We are at the dawn of the surgical robot revolution. Procedures in numerous fields, ranging from orthopaedics to urology, and cardiology to gynaecology, are now performed with the assistance of robotic systems – bringing undeniable advantages in terms of precision and control, but also patient outcomes. Assuming cost and other hurdles are overcome, the adoption […]

On track for « GRAND-CRU » equity year mid-year outlook & review

By Alexander Roose, Head of Equities and Portfolio Manager for DECALIA Sustainable strategy Market Environment While the final weeks of the first quarter exhibited improved market breadth, the second quarter saw a sharp reversal of that trend. The bellwether S&P500 index clinched a 5% total return (in EUR) during the quarter but the equivalent S&P500 […]

How AI is shifting software dynamics key insights

By Quirien Lemey, Co-lead Portfolio Manager for DECALIA Sustainable strategy Software and the state of AI We wanted to provide an update on the current state of the software sector and the significant impact of AI-related spending. In light of recent meetings with various software companies, it’s become evident that the industry is encountering some […]

It’s not all about AI

Relatively simple business models can also be highly rewarding for investors. Industrial distributors have not only proved so in the past but are today being eyed by renowned businessman Brad Jacobs. With AI all the rage on (and off) stock markets, and a subject rather for experts, we thought readers might find an article about […]

DECALIA finalist at RealDeals ESG awards

We are delighted to share that DECALIA’s private markets hashtag#programme has been shortlisted as a hashtag#finalist in the Real Deals ESG Awards for the third year running. Reji Vettasseri, Lead Portfolio Manager of DECALIA’s hashtag#PrivateCredit programme commented:“With 44% of capital in our flagship programme committed to hashtag#impactful hashtag#deals, we are committed to going beyond hashtag#industry […]

Cocorico dependent

France is currently drawing a lot of worldwide attention from both sports commentators, with the entry of the “onze de France” into the Euro foot tonight and the incoming Olympic games in Paris, and investors with French political uncertainties weighing on sentiment after French President Macron called a snap election. As a result, European equity […]

Precision medicine could impact healthcare

With Roberto Magnatantini, CFA, Lead Portfolio Manager at DECALIA and specialist in #health and #longevity thematics, discover how #PrecisionMedicine is transforming standard #treatments into tailor-made therapies based on a patient’s unique #genetics. hashtag#ThematicInvesting hashtag#SecularTrends hashtag#InnovativeApproach hashtag#FutureOfMedicine Maya Plentz The UN Brief