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 […]
Plus qu’une simple compétition, la Course de l’Escalade, qui se déroule début décembre, est devenue une véritable tradition genevoise. Et ce qui pousse des milliers de participants, de tous âges et niveaux, à enfiler régulièrement leurs baskets malgré les frimas automnaux et les jours qui raccourcissent. Au-delà des résultats obtenus le jour J, les bénéfices […]
Les 5 actions préférées d’Alexander Roose, Responsable des #stratégies Actions et DECALIA Sustainable. Ses #actions préférées sont Bakkafrost, Core & Main, dsm-firmenich, Palo Alto Networks et Thermo Fisher Scientific. Il vous dit ci-dessous pourquoi :
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
Rien de tel qu’un #challenge pour souder une #équipe !Bravo à tous de #participer à cette 45ème édition de la Course de l’Escalade et forza DECALIA ! #Coursedelescalade#ensembleonvayarriver#espritdequipe#teamspiritMaurice Basso Andrea Biscia, CFA Romain Carrara Zachary Deveaux Liane Elias Hoffmann Patrick Emborg Francesco Figliomeni Rodolphe de Villaine, CFA Félix Gloor Jonathan Graas, CFA Gian Luca Grassini Erwan Hartmann, CIWM Lucie Lannoo Nicolo Miscioscia Eliott […]
