Quirien Lemey, CFA, Senior Portfolio Manager chez DECALIA partage son analyse, dans cet article publié sur Allnews.ch, La finance suisse dans l’e-media, sur les opportunités qui pourraient émerger au-delà des grandes valeurs qui ont dominé la première phase du cycle. Après deux années largement portées par une poignée de grandes capitalisations technologiques, l’enjeu pour les […]
Par Quirien Lemey, Senior Fund Manager Global Equities chez DECALIA Depuis deux ans, les marchés actions mondiaux ont été largement portés par une poignée de grandes capitalisations technologiques. Cette concentration a été alimentée par l’essor de l’intelligence artificielle, mais elle pose désormais une question essentielle aux investisseurs : où se situeront les prochains relais de […]
After a breathless first half, the teams finally head back to the dressing room. The opening six months of 2026 have delivered enough twists and turns to fill an entire season. It all started at breakneck pace with the spectacular arrest of Nicolás Maduro, before investors were thrown into months of geopolitical suspense as tensions […]
Et si les villes, avec leur réserve lucrative de matériaux recyclés, prenaient le pas sur l’extraction minière primaire ? A l’heure où les avancées technologiques font exploser la demande de métaux critiques, leur récupération dans les flux de déchets urbains constitue une piste d’avenir prometteuse – au cœur même du principe de l’économie circulaire. Les énormes […]
iM Global Partner today lists the ETF share class of its Italian Opportunities Fund on Euronext Milan (ticker: ITAL). The fund is managed by its Partner DECALIA, a leading active investment management boutique with a 30-year track record in Italian equities. Milan – 22 June 2026 It’s a first for Italy’s home market. Today, iM […]
After 38 prior proclamations that an Iran deal was imminent, a Memorandum of Understanding (MoU) has finally been signed and oil prices have slipped back below $80 per barrel since then. For sure, a MoU is not a final peace agreement. Plenty can still go wrong in the next 60 days of negotiations. Yet if […]
As part of the forum’s workshop programme, Reji Vettasseri, Lead Portfolio Manager, will lead a session titled: “Why the Time Is Right for Specialized Credit Strategies in Europe” The roundtable-style workshop will offer a focused setting to discuss the evolving European private credit landscape, with an emphasis on specialized strategies, market dispersion and the importance […]
DECALIA is pleased to have been shortlisted for the Real Deals Sustainable Investment Awards 2026 with our DECALIA Private Credit Strategies. This recognition highlights our continued commitment to creating enduring wealth for our clients through sustainable investing. At DECALIA, we believe that focusing on ESG and impact can go hand in hand with the pursuit […]
Sport has a habit of reminding us that trends can reverse when everyone least expects it. This past week delivered another reminder. On one side, the ultimate “remontada”: the New York Knicks clawing their way back from the brink, ultimately ending a 53-year title drought and reminding investors, once again, that no lead is ever […]
