DECALIA awarded during the WealthBriefing Swiss EAM Awards
We are delighted to announce that DECALIA has been awarded “Best Growth Strategy” and “Best Based in #Geneva” during the #WealthBriefing Swiss EAM Awards #2023 🏆.
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Bonds are back… as well as active management
For close to 40 years until recently, it has been a fantastic call to be long bond’s duration, especially through passive ETF’s investment in order to keep duration constantly high. For sure, we experienced a secular bond bull market with US 10y yield falling from circa 16% at the beginning of the 80’s to a […]
SuperReturn Conference in London
📢 DECALIA will be participating in the upcoming in the SuperReturn Private Credit Europe 2023 in #London. Reji Vettasseri, Lead Portfolio Manager Private Markets Funds and Mandates will be speaking in a panel on « Finding Opportunities in Pockets of Dislocation » and moderating a discussion on « the Democratisation of Private Markets ». 👉Do not miss it!
CDMO: an acronym that spells opportunity
After the empty supermarket shelves of the Covid days, it is now pharmacies that are struggling to procure even the most common cold and flu medicines, as many an anxious parent has no doubt experienced. Unusually high seasonal demand is playing a role, but the bigger issues clearly lie on the production side. Pressured by […]
Did Tech get its mojo back?
By Quirien Lemey, Co-Lead PM of the DECALIA’s sustainable strategy January was a strong month across the world but particularly the Nasdaq soared, having its best January since 2001, closing the month up 10.68%. At the time of writing, it’s up nearly 16% YTD and registering its 7th >2% gain on the year. Only a […]
Moment of Truth
This week is likely to prove interesting, to say the least, in terms of economic releases as it will feature the very same macro ingredients than last week, namely activity indicators on one side, with the final readings of global PMI on top of US ISM indices (manufacturing on Wednesday and services on Friday), as […]
Stuck in the middle… with TATA
It hasn’t really been a love affair on markets since the release of the US CPI on the Saint-Valentine’s day, which was then followed by stronger than expected activity indicators. As we were suspecting last week, better than expected US activity data have pushed long rates higher, while sticky inflation has forced some investment banks […]
2023 OUTLOOK: What after the Great Reset?
By Alexander Roose, Head of Equities and co-lead PM of the DECALIA’s Sustainable strategy While equity markets started last year with a massive sell-off that set the stage for a sharply negative vintage, 2023 is giving encouraging signs of a turnaround. As we write, all major indices are firmly in the green, propelled higher by […]
DECALIA rewarded as Best Fund Manager
We are delighted to announce that DECALIA has been awarded Best Fund manager in the WealthBriefing 2023 awards. Innovating is at the core of DECALIA’s investment philosophy, and we are proud to be recognised for our efforts both in public and private markets.