Analysing why crisis-era funds deliver enhanced returns and where to deploy today
- Analysing performance over the cycle
- Why downturn vintages outperform
- Cooperation, between countries but also companies, will be essential in this effort
News
THE RACE FOR A VACCINE
- Exiting lockdowns will take time and involve systematic testing & tracing
- Defeating Covid-19 requires an effective vaccine – still at least 12 months away
- Cooperation, between countries but also companies, will be essential in this effort
Et si les marchés étaient trop optimistes?
Les prévisions de baisse de l’activité économique sont apocalyptiques, mais les marchés n’ont baissé que de 15% depuis janvier, grâce au récent rebond. Cela ne signifie toutefois pas que les marchés ont raison.
DECALIA strengthens its business development team in German-speaking Switzerland with the arrival of Marcus Kirschner
DECALIA Asset Management has hired Marcus Kirschner to ensure the development of its asset management activities in German-speaking Switzerland. Following the arrival in May 2019 of Bernhard Utiger as Head of Development for the region, DECALIA thus continues its expansion in Switzerland. In just a few years, DECALIA has launched several innovative strategies, with thematic funds and private markets solutions providing an effective offering for the changing investment environment.
ISOLATED YET CONNECTED
- Social distancing brings many challenges but also the opportunity to study and work differently
- Artificial intelligence (AI), chatbots and extended reality are transforming the online learning experience
- Remote working is a win-win solution – for employees, employers but also the environment
COVID-19: Remote Work, a new normal?
- At the time of writing, more than 3 billion people are confined to homes across the world due to COVID-19.
- Remote work is now undoubtedly becoming the “new normal” for many businesses, even with the presence of children at home.
- Remote Work has always been one of the sub themes in our DECALIA Circular Economy strategy, given the benefits it creates on environment, productivity and morale.
- While the speed of adoption was supposed to be gradual, given the severity and magnitude of the current lockdown, Remote working is now being adopted by almost everyone. However, we must ask ourselves, is this change in working behavior here to stay?
DECALIA strengthens its thematic investment team with the arrival of Jean-Christophe Labbé
DECALIA Asset Management has hired Jean-Christophe Labbé as portfolio manager for the DECALIA Millennials fund. His arrival strengthens the investment team focused on Consumer Trends led by Clément Maclou. Before joining DECALIA, Jean-Christophe Labbé successfully managed at Goldman Sachs in New York one of the best thematic funds focused on Millennials.
Responding to dislocation
Private Credit’s history of adapting to change and crisis
- Lessons from history: superior returns in turbulent times
- Private credit after 2008: filling the financing gap
- Private credit for today: the rise of specialized
How I learnt to love confinement and live like a Millennial
- At the time of writing, Italy, Denmark, Belgium, Spain, and France have all gone on nation-wide lockdowns. The UK, and we assume many others, are likely to follow suit, soon.
- There is no precedent for almost entire populations working from home, with schools and borders shut.
- These are truly extraordinary times, and not a scenario any market participant was betting on just four weeks ago.
- While the depth of the crisis took us by surprise, consumer patterns have shifted to businesses we know and like. It looks like staying at home is forcing entire populations to live more like Millennials!
Fly Me To The Moon… And Beyond
- A new era of space exploration is dawning
- Governments, but also private investors, aim to send humans to distant orbits
- The toughest challenge may well lie in drawing up the laws of a Galactic Republic
DECALIA launches a «Dividend Growth» global equity fund
DECALIA Asset Management expands its range of strategies with the launch of DECALIA Dividend Growth, a fund invested in global equities offering better prospects for dividend growth. Tested for more than 3 years in the form of a dynamic certificate, this investment concept has confirmed the superior results obtained historically by this type of strategy, with a clear outperformance compared to the market as a whole and lower volatility.
DECALIA crowned best Swiss external asset manager at the WealthBriefing Swiss Awards 2020
At the WealthBriefing Swiss Awards 2020 ceremony held yesterday in Geneva in front of representatives of the financial sector, the Geneva-based asset management company DECALIA Asset Management was crowned the best Swiss external asset manager.
Digital Love
- Almost one in five couples now meet online
- US Match Group and Chinese Momo own the most popular dating apps…
- … with Facebook well equipped to join the fray
Les chiffres n’engagent que ceux qui les croient
La finance se nourrit de chiffres et de prévisions. Pourtant, alors que des milliards de francs en dépendent, celles-ci sont le plus souvent erronées, voire carrément manipulées.
ESG: From “Nice To Have” To “Must Have”
- 2019 may well be be remembered as the turning point for ESG investing
- The range of ESG vehicles is fast expanding, with large asset managers joining the fray
- As money continues to pour into this space, ESG rating systems will need to improve
Retro strikes back !
- Millennials, as well as Generation Z, have spun the wheel of fashion back three decades
- In furnishing, cars and entertainment too, a form of nostalgia prevails
- Brands can serve to unite generations – and deliver value to investors
Reji Vettasseri joins DECALIA as Lead Portfolio Manager for investment selection in private markets
DECALIA Asset Management has hired Reji Vettasseri as Lead Portfolio Manager for alternative funds and mandates invested in private markets. Reji Vettasseri is an experienced private debt and private equity investor with more than 14 years’ industry experience. He joins DECALIA from Morgan Stanley Alternative Investment Partners. Identifying investments in unlisted markets is one of the areas of expertise developed by DECALIA, allowing it to offer investors advantaged solutions in the current environment of negative interest rates, economic slowdown and high stock market valuations.
Infinite Money
New paradigms and challenges for investors – A case for private markets
- Secular disruptions in the economy
- The comeback of private markets
- DECALIA Perspectives
Octobre, le mois de tous les dangers ?
Panique des Banquiers en 1907, Krach de 1929, « Jeudi Noir » de 1987, « Vendredi 13 » de 1989, mini-crash asiatique de 1997 ou encore « Lundi Noir » de 2008… Chaque année en octobre, la planète Finance tremble à l’idée que le scénario catastrophe des crises passées se répète. Pourtant, les chiffres ne confirment pas cette mauvaise réputation car, même s’il est vrai qu’il s’agit du mois le plus volatil, octobre est en général un mois de hausse boursière.
Decarbonising The Planet
- 15 years after inception, the EU carbon allowance market is finally doing its job
- The rising cost of emissions will push economic agents to rethink their processes
- Expect massive investments in renewable energy, electric vehicles, hydrogen, biofuels and carbon capture