DECALIA SA è lieta di annunciare che la sua strategia di punta nel fixed income, il fondo DECALIA Global Income (ISIN: LU2088672378), ha ricevuto il punteggio massimo di 5 stelle da Morningstar nella categoria Global Diversified Bond. Questo prestigioso riconoscimento premia la performance eccezionale e costante del fondo negli ultimi tre anni nella classe di […]
Here we go… the much-awaited US presidential election will take place tonight. That’s certainly the world’s largest guessing game in terms of scenarios, but also the last big hurdle to clear for markets this year before investors could eventually enjoy a Santa Claus rally. Assuming obviously that (1) incoming economic data remain consistent with the […]
All’inizio del 2023, Jon Gray di Blackstone ha affermato che il credito privato era in un “periodo d’oro”. Altri hanno presto iniziato a parlare di “età dell’oro”, e alla fine dell’anno i dirigenti di Blackstone stavano ballando al ritmo della canzone natalizia “It’s the Alternatives Era”. La tesi è semplice: i tassi di interesse elevati […]
Last week, I asked somewhat ironically “what could go wrong?”, while being fully aware of the many risks and challenges ahead of us. As a result, Cagliari Calcio lost miserably on Friday against Udinese… In the same time, we are entering into November this week through the Halloween backdoor, while investors have already had many […]
In the run-up of the US presidential elections, which is now just two weeks away, the latest US economic data releases continue to please equity investors, while Cagliari Calcio maintains its positive momentum with its first home win of the season (3-2 vs. Torino). Like for the US elections, the race for staying in Serie […]
DECALIA is proud to have participated as finalists in the Real Deals ESG Awards 2024, in the category LP of the Year, Funds of Funds, for the third year in a row! Thanks to Andrea Biscia, Reji Vettasseri and Franco Maria Faccechia for representing DECALIA at this prestigious event. Reji Vettasseri, Lead Portfolio Manager of […]
A big thank you to Citywire Spain for organizing their first event dedicated to hashtag#PrivateMarkets in Madrid earlier this week.It was a great hashtag#opportunity to present our positive outlook for Specialized Private Credit in hashtag#Europe and our two European flagship hashtag#strategies, one focusing on co-investments & secondaries, the other on Venture Debt.Thanks to all the […]
A lot happened over the last month. There was obviously some bad news (as usual) such as hurricanes, intensifying tensions in the Middle East, energy prices rebounding, growing uncertainties surrounding the US elections outcome, or winter coming… However, instead of playing Lou Reed “walk on the wild side”, I decided rather -like equity investors- to […]
In the age of the ”dinosaurs”, look out for the “birds” Written by Reji Vettasseri. Lead Portfolio Manager of DECALIA Private Credit Strategies Golden Moments, Ages and Eras In early 2023, Blackstone’s Jon Grey claimed private credit was in a “golden moment”. Others soon started talking of a “golden age”. And, not to be outdone, […]
