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The Year of the Draggin

It begins with a “C”, it is struggling and it is at the bottom of the performances ranking… Have you got it? I am referring to China of course! While billions of people in China and around the world are celebrating the beginning of a new Lunar year, there is still little to celebrate about […]

Private Debt Investor’s Podcast of Reji Vettasseri

Listen to Reji Vettasseri, Lead Portfolio Manager, Private Solutions at DECALIA: “A majority of #LPs are looking to #allocate more to private debt in 2024 as the #asset class becomes a core constituent of most leading private markets programmes.”“Not one of the surveyed LPs expected private credit to underperform returns benchmarks in #2024.”Thank you to Private Debt Investor for the invitation to discuss their latest […]

Divergent

Once again devil was in the details when considering the thrilling outcome of the Super Bowl LVIII with the Kansas City Chiefs stunning the San Francisco 49ers in overtime (25-22). Be reassured (or actually not so much), there are other places where the gap is so wide that even the devil wouldn’t risk an appearance… […]

WealthBriefing Awards 2024

We are delighted to announce that DECALIA has been awarded Best Fund Manager for the 3rd year in a row in the #Wealthbriefing Swiss Awards 2024 🏆!#Innovating is at the core of DECALIA’s investment philosophy, and we are proud to be recognised for our efforts both in public and private markets.Great team work! Lucie LannooElisa Espro RendaRoberto Magnatantini, CFA#BestFundManager#ThematicInvesting#TeamWork#DECALIA

The devil is in the details

At first glance, there’s no doubt about it: the US jobs report for January, released on Friday, showed more than a resilient US labor market. Nonfarm payrolls increased 353K, largely beating expectations (185k). Furthermore, prior two months readings were revised by a total of +126k, bucking the recent trend of downward revisions. Last but not […]

All lights turning green for a healthcare recovery

JP Morgan’s Healthcare conference, in the second week of January, has become a traditional rendez-vous for investors. It is where numerous healthcare companies gather to kick off the year, discussing the latest developments in their respective businesses. The 2024 edition proved, yet again, a mine of information, warranting a summarised account here – and perhaps […]

2024 Equity OUTLOOK: The year after the great performance polarisation?

By Alexander Roose, Head of Equities and co-lead PM of the DECALIA Sustainable strategy Despite the market surge in the last 3 months of 2023 and the consensual view of a soft landing, we are confident that 2024 will provide upside for equity markets. Read Alexander’s thoughts about: •A broader participation to market performance expected […]

About sports & investments

As we said in French “Après la pluie, le beau temps”… So, after the sadness and the tears related to the loss and mourning of Gigi Riva (Italy’s soccer record goal scorer on top of a legendary and faithful player of the Cagliari Calcio), Italian sport’s fans enjoyed and celebrated the great historical achievement of […]