Category: Special comment
By Alexander Roose, Head of Equities and Portfolio Manager for DECALIA Sustainable SOCIETY strategy Key takeaways 2024 : An exceptional vintage As we enter the final weeks of 2024 and assuming nothing derails the “picture”, it goes without saying it has been especially a good vintage for US equity markets, with the S&P500 up a […]
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 […]
The current market conditions present a compelling case for increasing Small- and Mid-cap allocation. These stocks have recently underperformed larger peers by a significant margin, potentially indicating that a recession is already priced in. Moreover, their attractive valuation ratios, coupled with their historical tendency to outperform early in the economic cycle after central banks have […]
