By Alexander Roose, Head of Equities and co-lead PM of the DECALIA Sustainable strategy Despite the market surge in the last 3 months of 2023 and the consensual view of a soft landing, we are confident that 2024 will provide upside for equity markets. Read Alexander’s thoughts about: •A broader participation to market performance expected […]
As we said in French “Après la pluie, le beau temps”… So, after the sadness and the tears related to the loss and mourning of Gigi Riva (Italy’s soccer record goal scorer on top of a legendary and faithful player of the Cagliari Calcio), Italian sport’s fans enjoyed and celebrated the great historical achievement of […]
Compelling opportunities in a high-demand asset class Written by Patrick Emborg – Analyst and Andrea Biscia, CFA – Principal DECALIA Private Markets Investment Team Entertainment: in Constant Demand The entertainment industry, in its broadest sense, can be defined as a provider of enjoyment and diversion to millions worldwide, effectively blending arts with economic value. It […]
In a recent press release, the SNB published a preliminary version of its accounts for 2023. After losing CHF 132bn in 2022, it lost again circa CHF 3bn last year. To put these losses in perspective, they represent more than 15% of Swiss GDP and almost 4 times the AuM of Compenswiss (Swiss retirement compensation […]
Save the date! 17 April 2024 Zero One Hundred Conferences (PE & VC Platform) Europe 2024, Nicolo Miscioscia, Head of Private Markets DECALIA will participate the panel on “Private Equity Fundraising: In search of new sources of #capital. Democratization of the industry”. See you in #Amsterdam! 🚀🚀 Register here 👉 https://lnkd.in/dTpdpHHE#PrivateEquity#PrivateMarkets#investing#fundraising
Last week, I shared with you my first 5 out of 10 predictions that could shape financial markets and portfolio returns this year. As we enter 2024 -and as a reminder-, our central macro scenario may be summed up as “more of the same – but better” … With resilient growth, inflation normalization & rate […]
Happy New Year and best wishes for a healthy and prosperous 2024! I suspect that experiencing a quiet but positive year, with Cagliari Calcio remaining in Serie A as far as I am concerned, will already do most of the trick. As we start a new year, I have thus polished my crystal ball in […]
The holiday season has come and gone, with its usual shopping frenzy. What has long been known as “Black Friday” probably warrants renaming into “Red Friday” though. Indeed, e-commerce took on a decidedly cross-border tone this Christmas, with Chinese platforms disrupting the market and testing the limits of US tariff laws. Which in turn could […]
We would be honoured if you would consider voting for DECALIA in the Private Debt Investor Awards, where for the second year running we have been shortlisted for European Investor of the Year 2023 🔥🔥. You can vote by clicking the link below, and participating in the European section of the survey.👉https://lnkd.in/gwAPN7cw Thank you to all of our #clients, #partners and #team members who […]
