News

Trend Focus – Fitness Generation

Fitness has known an unprecedented boom over the latest few years as the health and wellness trend boomed globally. This trend was driven by the rise to power of millennials, to date the healthiest modern generation to grace the earth.

Suffice to look at the recent google search trends when it comes to some hot topics in today’s fitness world to see that there is a quite visible craze coinciding with the coming of age of millennials

 

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Health-e Connections

  • Medical information-sharing & intelligent devices are transforming the healthcare industry
  • But data security and privacy concerns must be addressed to embrace this revolution
  • MedTech companies, new entrants, IT/healthcare partnerships: investment opportunities abound

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Fabrizio Quirighetti joins DECALIA as CIO

The Geneva-based asset management company DECALIA Asset Management has hired Fabrizio Quirighetti as the Group’s Chief Investment Officer. As part of his responsibilities, he will sit on the Strategy and Investment Committees and will supervise the management of asset allocation and bond funds. He will assume the role on 1 October 2019.

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Currency Warriors

  • As the pool of negatively-yielding debt grows, central banks need to rethink their toolbox
  • Currency manipulation (i.e. management): the last twist in the global trade dispute?
  • But no matter who wins the currency war, gold is usually the safest bet for investors…

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Renforcer les banques centrales plutôt que les affaiblir

Les mesures extrêmes et non conventionnelles qu’elles ont mises en place depuis 10 ans ayant clairement manqué d’efficacité, les banques centrales sont aujourd’hui sous pression. Remises en question par l’ingérence des politiques et les ambitions des GAFA en matière de cryptomonnaies, elles jouent pourtant un rôle essentiel dans la régulation des fragiles équilibres économiques.

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Fashion Victims

  • Increasingly frequent purchases of inexpensive garments cause severe environmental damage
  • Circular business models are now gaining traction all along the fashion supply-chain
  • Recycled materials, clothing repair/re-commerce/rental or virtual styling: opportunities abound

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Shake or Break?

  • Regulators are considering toughening their stance on Silicon Valley giants
  • Breaking up the GAFA companies or forcing greater competition: that is the question
  • Either way, investors are set to benefit from greater levels of scrutiny and transparency

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Alfredo Piacentini, CEO DECALIA Asset Management

Une licence volontaire pour accéder au marché européen

“En attendant la signature d’un accord-cadre avec l’UE qui ouvrirait enfin la voie à une négociation sur la libre-prestation de services, un système de licence volontaire permettrait aux instituts qui le désirent de développer depuis la Suisse leurs activités en Europe.”

Dans cette chronique parue dans Le Temps du 3 juin, notre CEO Alfredo Piacentini explique pourquoi il est important de conclure l’accord-cadre avec l’UE qui ouvrirait enfin la porte aux négociations sur l’accès au marché européen. Dans l’intervalle, il milite en faveur d’une licence similaire à ce qui existe déjà avec les Etats-Unis.

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Another «G», Sir?

  • 5G promises much greater speed, more density, less latency – and better energy-efficiency
  • Huawei under US fire – more to do with global 5G domination than trade considerations
  • These technological advances will transform our world – opening up investment opportunities too

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DECALIA appoints Bernhard Utiger as new Region Head for German-speaking Switzerland

Swiss investment management company DECALIA Asset Management has appointed Bernhard Utiger as Region Head for the development of its asset management business in German-speaking Switzerland. DECALIA started to tackle the Swiss-German market in 2017 and, through this new hire, underlines its strong commitment to the region. In just a few years, DECALIA has begun to establish itself as an innovation leader by launching thematic strategies and private market solutions that successfully capture promising long-term investment trends.

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Pump ‘N Dunk

  • With their millions of followers, star athletes boast an ever-greater marketing clout
  • Basketball epitomizes the importance of lucrative endorsements – and young talents
  • On the court are Nike and Adidas… but also up-and-coming Chinese challengers

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REdesign, REuse, REduce

The case for circular economy

From linear to circular: our civilization functions with a linear approach in which we draw from a finite stock of raw materials and energy to make goods and services that we then throw away, generating often-toxic waste in a unbridled wastage of resources. This model is obviously not sustainable in the long term.

The circular economy entails a revolutionary way of thinking across the value chain and provides a more sustainable model.

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BILAN – La société du jetable en question

Dans son numéro du 27 mars 2019, le magazine économique suisse BILAN s’intéresse à la question de l’obsolescence programmée et aux entreprises qui ont décidé de proposer un modèle d’affaires plus durable.

Interrogé par BILAN, Clément Maclou, le gérant de notre stratégie Circular Economy, explique notamment que les entreprises qui adoptent les bonnes pratiques seront récompensées par leurs clients.

 

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Rent-All Services

  • Product as a Service – Why purchase a product when you could instead share it?
  • A pay-for-use model promotes quality and longevity, rather than volume of production
  • Rethinking how products are brought to consumers matters to all companies – and investors

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Alfredo Piacentini, CEO DECALIA Asset Management

Pour dépasser l’immobilisme des gérants indépendants

“La consolidation du secteur de la gestion indépendante tarde à se concrétiser. Une dose de réalisme, un peu de souplesse et une vision convaincante peuvent faire la différence.

Avec la fin du secret bancaire, la pression continue sur les marges et l’augmentation du poids de la réglementation, les temps sont durs pour les plus petites sociétés de gestion.”

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DECALIA among the Top 50 Swiss independent asset managers

DECALIA Asset Management is one of the 50 largest independent asset managers in Switzerland and Liechtenstein, according to the first ranking established by reference magazine Citywire Switzerland in its February 2019 edition.

In order to be included in the survey, independent asset managers had to meet the following criteria :

  • Hold a FINMA licence or be a member of a recognized SRO
  • Operate independently from a bank or another financial services provider
  • Offer discretionary management services for private clients
  • Be free to choose external products and services providers

The 50 firms with the largest assets under management were then identified and included in the final ranking.

 

Read Citywire Switzerland’s survey

Streaming Out Loud

  • Streaming media platforms have disrupted the entire entertainment ecosystem – More to come
  • With the technology now mainstream, the (expensive) race for content is on…
  • Picking the winning content makers will be key… but alternative investments offer value too

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DECALIA thrice crowned at the WealthBriefing Swiss Awards 2019

During the WealthBriefing Swiss Awards 2019 awards dinner held yesterday in front of 200 members of the financial industry, Geneva investment management company DECALIA Asset Management won three of the four categories in which it was shortlisted. DECALIA received the best external asset manager, best asset management firm serving family offices and private banks, and best fund manager trophies.

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Rethinking Plastic

  • Public awareness of the plastic issue has never been so high – Change is underway
  • Reuse, Recycle and Redesign: the way forward toward a “new plastics economy”
  • Alternatives to plastic packaging set to regain long-lost market share – Spot the winners

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Sm-Art Diversification

  • 2018 was another record year for art auction houses – The hype is real but can it last?
  • Art brings welcome portfolio diversification – but it also lacks transparency and liquidity…
  • Amid current late-cycle signs, selectivity should overrule speculative considerations

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