- A new cycle begins, with Sony and Microsoft’s next-generation consoles
- The entire food chain stands to benefit
- Other tech, but also media, actors are vying for a part in this 10th art
Notizie
L’or sous un nouvel éclairage
- Fabrizio Quirighetti, notre Chief Investment Officer, explique dans le journal l’Agefi pourquoi il n’est plus possible aujourd’hui de présenter l’or uniquement comme une valeur refuge (Agefi,13/11/2020).
BEYOND CASH
- The Covid-19 pandemic has upped the speed of digitisation of financial services
- Online lending, P2P transactions, mobile wallets, cryptocurrencies: fintechs are reshaping the industry
- Regulators will be the ultimate judges, balancing the benefits and risks of an increasingly cashless society
RETAIL INVESTORS STRIKE BACK
- Day trading platforms like Robinhood have attracted scores of new users this year…
- … contributing to a self-fulfilling rally in equities, but also greater polarisation and volatility
- History is not kind as to how such bubbles end – although the turning point may not be imminent
Les stratégies de dividendes versent plutôt du bon côté
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La crise de la Covid a valu aux stratégies de dividendes quelques déboires. Néanmoins la plupart des stratégies de dividendes conservent leur pertinence.
Dans le numéro du magazine économique suisse Agefi du 28 septembre 2020, Damien Weyermann, le gérant de notre stratégie Dividend Growth, explique pourquoi cette politique d’investissement se pose en alternative aux rendements anémiques des produits obligataires traditionnels.
DECALIA, a Swiss pioneer in the circular economy
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The Ellen MacArthur Foundation has just released «Financing the Circular Economy: Capturing the Opportunity», outlining why finance is vital to the transition to a circular economy. Decalia, a Swiss pioneer in the circular economy, is mentioned in the report for managing one of the very few equity funds devoted exclusively to this theme.
CLEAN HYDROGEN’S MOMENT?
- Building a hydrogen eco-system will be key in attaining carbon-neutrality targets
- Investors have been flocking into companies that promise a revolution in transportation
- For less hyped and more indirect investment opportunities, look rather to the industrial space
THE RISE OF E-SPORT
- Virtual competitions helped keep fans, broadcasters and sponsors satisfied during lockdown
- The Covid-19 pandemic may well be serving to accelerate the transformation of the sport ecosystem
- Streamlined events, less travel, greater digitalisation: the characteristics of tomorrow’s sporting world?
Decalia Circular Economy earns LuxFlag ESG label
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LuxFlag, the independent investment fund rating agency, has awarded DECALIA Circular economy with the ESG label. The strategy has been recognized for its commitment to sustainable principles throughout its investment process.
GLOCALISATION 1.0
- The Covid-19 shock is driving individuals, companies and governments to look inward
- Supply chains, particularly – but not only – in critical industries, stand to be overhauled
- Reshoring and greater operational resilience will, however, come at a certain cost
Le secteur de la santé portés par ses « corona fighters »
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Dans cette chronique, Clément Maclou, Gérant de DECALIA Silver Generation commente les nouvelles opportunités apparues durant la pandémie et la course acharnée pour la découverte d’un vaccin.
Cette crise sans précédent a mis en lumière quatre sous-secteurs de la santé en particulier.
The new European circular economy plan
- Interview with Clément Maclou on the new European Circular Economy plan. This plan is one of the main blocks of the European Green Deal. Many initiatives were announced for a cleaner & more competitive Europe.
SADDLE UP!
- As they ease lockdown measures, authorities are unveiling ambitious schemes to increase cycling
- Demand for e-bikes, in particular, is booming – a silver lining of the coronavirus
- A thriving biking ecosystem offers many opportunities for investors
Seeking outperformance in the COVID-19 storm
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
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 rafforza il suo team di gestione tematica con l’arrivo di Jean-Christophe Labbé
DECALIA Asset Management ha assunto Jean-Christophe Labbé come gestore del fondo DECALIA Millennials. In tale ruolo, si unirà pertanto al team di gestione tematica sulle tendenze di consumo diretto da Clément Maclou. Prima di approdare in DECALIA, Jean-Christophe Labbé ha gestito con successo uno dei migliori fondi tematici rivolto alla generazione dei Millennials per Goldman Sachs a New York.