Among Credit Suisse most valuable assets as of today What are the lessons to be learned and consequences from SVB fallout and CS debacle? I won’t be long today as there are still a lot of uncertainties in the air (i.e. I probably don’t know much more than you) and I have also to navigate […]
Why it’s time for LPs to seek out the niches?In a recent article, Private Debt Investor talked to Reji Vettasseri, Lead Portfolio Manager for Private Credit at DECALIA, and other leading #investors about why niche private debt #strategies are unusually well positioned in a macro #environment characterised by increased complexity and higher #rates.
“Troppo presto per escludere un contagio finanziario, restiamo prudenti.” Il commento di Roberto Magnatantini, Lead Portfolio Manager di DECALIA su Class CNBC con Elisa Piazza.Grazie a Elisa per l’invito!
For the last few months, investors have been focused essentially on peak inflation and peak terminal rates, but little attention has been devoted to peak cycle since last summer as the soft landing and even the no-landing scenarios were almost taken for granted. However, the latest events, namely the collapse of SVB (and 2 other […]
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 🏆.
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 […]
📢 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!
Dopo gli scaffali vuoti dei supermarket in epoca pandemica, sono ora le farmacie ad avere difficoltà a trovare anche i farmaci di base contro il raffreddore e l’influenza, come molti genitori ansiosi hanno senz’altro notato. Questo dipende anche da una domanda stagionale insolitamente elevata, ma il vero problema riguarda la produzione. Sotto pressione da parte […]
Di Quirien Lemey, Co-Lead PM della strategia di DECALIA sostenibile Gennaio è stato un buon mese a livello globale, ma è stato soprattutto il Nasdaq a registrare un’impennata, con il miglior gennaio dal 2001, chiudendo il mese a +10,68%. Nel momento in cui scriviamo, ha acquistato quasi il 16% da inizio anno e ha registrato […]
