The latest US employment report put a dent in the Fed’s pivot narrative with somewhat higher than expected nonfarm payrolls (+199k, in line with the last 6 months average) and, more importantly, a lower unemployment rate (-0.2% to 3.7% in November). Indeed, this decline in unemployment rate invalidated, at least theoretically, a recession signal from […]
For their latest cover story on the outlook for private credit, Private Debt Investor talked to “some of the asset class’s most prominent supporters”. Reji Vettasseri from DECALIA Private Markets was one of them and gives his views.
Latest US data and some Fed members statements reinforced the current optimistic views made of resilient growth and ongoing disinflation. Consumers income and spending are indeed still expanding, manufacturing activity is holding well according to latest ISM, while the Fed’s favorite inflation gauge, the PCE deflator, decelerated further in October. The headline reading was actually […]
Welcome to December (at the end of the week)! A month often associated with a sense of warmth and joy as people around the world come together to celebrate various holidays and festivities… on top of this year of the recent successes of Italy with its credit outlook raised from negative to stable by Moody’s, […]
With the US government shutdown averted (for now), Italy government debt no longer in an imminent danger of a cut to junk at Moody’s (outlook was raised from negative to stable) and the qualification of the Nati (Swiss soccer team) for Euro 2024, I am wondering what could derail global equity markets to end the […]
As Formula 1 continues to expand and captivate audiences #worldwide, we are excited to witness the remarkable #journey that Arctos and Aston Martin F1 Team will embark on together. Wishing both Arctos team and the Aston Martin F1 Team#success on and off the track! DECALIA#Arctos#AstonMartin#Formula1#StrategicPartnership#Innovation#Growth#SportsInvestment
With the end of the year just around the corner if you consider Christmas decorations as a leading indicator, it’s already time to think about the macro scene and markets outlook for 2024. As you all know “it is difficult to make predictions, especially about the future”. So, I would love to receive a new […]
How can you #boost risk-adjusted returns in private credit with #opportunities outside of mainstream #strategies?Why is the credit secondaries market booming? Join us at #SuperInvestor in #zurich on November 14-17! Reji Vettasseri, Portfolio Manager Private Markets Funds and Mandates, DECALIA will join two panels „Beyond direct lending: distressed, special sits, opportunistic and asset-backed“ and „The #debt secondary market: an important tool in the hunt for #liquidity?“ on the 14th. Come […]
Launching a new fund during the current challenging #fundraising#environment might seem like an impossible task. However, some managers are bucking the #trend with a variety of unconventional #strategies and innovative approaches.At the table: Roxana Mirica, Paul Newsome, Joanna Ernst, Eleanor Blagbrough, Nicolo Miscioscia, Partner and Head of Private Markets at DECALIA, Jean-Marc Jabre, Mark Vidamour, Ryan Taylor, moderated by Taku Dzimwasha, editor, Real Deals.
