- Personalised food is no longer a premium (and somewhat arcane) niche market
- Technological progress, as well as greater health awareness, is driving growth
- Picking winners in this burgeoning industry is no easy task though
Notizie
A ROARING PET ECONOMY
- In the Covid-world of the past 18 months, human bonding to pets has strengthened
- Globally the pet products/services market looks set to reach $350 billion by 2027
- Plenty of investment opportunities albeit not always pureplay and often expensive
FIGHTING CYBERCRIME
- Cybersecurity is taking on utmost importance, in both the public and private sector
- Legacy data protection systems require a complete overhaul, towards “Zero Trust”
- Cloud native players are disrupting traditional security providers
PRECISION FARMING
- Technological advances are revolutionising agriculture practices…
- … promising lower costs, higher productivity and, above all, enhanced sustainability
- The investment world is buzzing with new up-and-coming agtech companies
DECALIA rafforza il suo team d’investimento con l’arrivo di Alexander Roose & Quirien Lemey
- DECALIA rafforza il suo team d’investimento con l’arrivo di Alexander Roose (Head of Equities) & Quirien Lemey (Senior Portfolio Manager). Insieme gestiranno anche una nuova strategia multitematica sostenibile.
A GOOD TIME FOR A NEW TASTE!
- Few industries have been as hard hit as restaurants during the Covid pandemic
- Digitalisation, merchandising, layout: new ways of doing business are here to stay
- Customers are looking for an “experience”, whether eating out or at home
E-BIKE SHORTAGES
- Rising demand for e-bikes is more than just a temporary phenomenon
- Ongoing supply chain disruptions are making for much extended delivery times
- The whole biking ecosystem is thriving, as mobility undergoes a (green) revolution
The case against oil bashing
- Under mounting pressure, Big Oil is struggling to shake off its negative image
- Yet, many producers – notably European – are actively transitioning their business
- Being invested means having a say in this change… and reaping attractive returns?
La logistique, c’est fantastique!
- « Même dans une période de paralysie mondiale, la logistique ne s’arrête jamais », par Fabrizio Quirighetti (Chief Investment Officer) pour le magazine Sphere.
L’immense potentiel de la transformation du secteur de la construction
- « Une transition inévitable vers la construction durable », par Antonio Garufi (gérant de Decalia Circular Economy) pour le magazine Agefi.
AND THE WINNER IS… SWITZERLAND
- This month will – at long last – see 24 nations contend for the Euro 2020 trophy
- Defying football odds, our macro scoring system puts Switzerland as the favourite
- Defence, midfield, attack: to perform well a portfolio must be strong all-round
DECALIA s’engage auprès de Yael Margelisch
- Decalia s’implique pour la première fois dans l’univers du sport. Nous nous sommes engagée aux côtés de Yael Margelisch, la championne suisse de parapente, dans le cadre de sa participation aux Red Bull Xalps, la course “hike & fly” la plus exigeante au monde.
Le classement SFDR pour deux fonds DECALIA
- Les fonds DECALIA Millennials et DECALIA Circular Economy ont été classés ainsi dans le champ d’application de l’article 8 et de l’article 9 de la réglementation SFDR.
THE NEW KID ON THE BLOCK
- NFTs could be more than just the latest “get rich fast” craze
- The three big auction houses are embracing the concept…
- … boosting the recognition (and market value) of digital artists
LES DIVIDENDES SONT ETERNELS…
- « Vers le grand retour des dividendes », par Damien Weyermann (gérant de Decalia Dividend Growth) pour le magazine Sphère.
ANYONE FOR A MEATLESS BURGER?
- Eating too much meat is bad for the health, the environment and the conscience
- The market for plant-based substitutes is transitioning from niche to mainstream
- Sensory experience, price and availability: the three hurdles to mass adoption
DECALIA honored with three prizes at the WealthBriefing Awards 2021
During the WealthBriefing Swiss Awards 2021 ceremony held in February, DECALIA was recognized for the quality of its activities and won the prize for the best external asset manager based in Geneva, “best growth strategy” and “best equity based investment strategy”.
A NEW ERA IN SPORT
- Outdoors too, technology is transforming our lives
- Smartwatches: from a fashion item to a health essential
- Digital innovation is making sport safer and… more fun!
GENDER DIVERSITY MATTERS
- The trend towards ESG investing continued unabated in 2020
- Social and Governance issues took centre stage, in a troubled context
- Diverse leadership brings clear benefits – not just in the corporate world?
De nouvelles opportunités sur le radar
- Roberto Magnatantini, Lead portfolio manager of DECALIA Silver Generation, parle de nouvelles opportunités dans le domaine du digital healthcare.