News

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

 

READ MORE

Le secteur de la santé portés par ses « corona fighters »

    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.

READ MORE

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.

READ MORE

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

 

READ MORE

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

 

READ MORE

DECALIA treibt seine Weiterentwicklung in der Deutschschweiz voran. Marcus Kirschner verstärkt ab sofort das Vertriebsteam.

DECALIA Asset Management verstärkt sich mit Marcus Kirschner für die Geschäftsentwicklung in der Deutschschweiz. Nach der Einstellung von Bernhard Utiger im Mai 2019 als Regionenleiter, setzt DECALIA so ihren Expansionskurs fort. Innerhalb von wenigen Jahren lancierte DECALIA mehrere innovative Strategien mit Themenfonds und Private Markets Lösungen, die im sich ändernden Marktumfeld sehr gefragt sind.

(mehr …)

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

READ MORE

DECALIA verstärkt sein Team für das Management der Themenfonds mit Jean-Christophe Labbé

DECALIA Asset Management hat Jean-Christophe Labbé zum Fondsmanager des DECALIA Millennials ernannt. Er wird das von Clément Maclou geleitete Team für das Management von Themenfonds mit Fokus auf Konsumtrends verstärken. Vor seinem Wechsel zu DECALIA war Jean-Christophe Labbé Fondsmanager bei Goldman Sachs in New York, wo er für einen der besten Themenfonds mit Fokus auf Millennials verantwortlich war.

(mehr …)

How I learnt to love confinement and live like a Millennial

  • At the time of writing, Italy, Denmark, Belgium, Spain, and France have all gone on nation-wide lockdowns. The UK, and we assume many others, are likely to follow suit, soon.
  • There is no precedent for almost entire populations working from home, with schools and borders shut.
  • These are truly extraordinary times, and not a scenario any market participant was betting on just four weeks ago.
  • While the depth of the crisis took us by surprise, consumer patterns have shifted to businesses we know and like. It looks like staying at home is forcing entire populations to live more like Millennials!

Read more

Fly Me To The Moon… And Beyond

  • A new era of space exploration is dawning
  • Governments, but also private investors, aim to send humans to distant orbits
  • The toughest challenge may well lie in drawing up the laws of a Galactic Republic

READ MORE

DECALIA legt einen globalen „Dividend Growth“-Aktienfonds auf

Mit der Lancierung des DECALIA Dividend Growth, einem Fonds, der weltweit in Aktien mit optimalen Aussichten auf Dividendenwachstum investiert, erweitert die Genfer Vermögensverwaltungsgesellschaft DECALIA Asset Management ihr Strategienspektrum. Dieses Anlagekonzept wurde über 3 Jahre in Form eines dynamischen Zertifikats geprüft.  Dabei konnte mit einer niedrigen Volatilität eine Outperformance gegenüber dem Gesamtmarkt erzielt werden.

(mehr …)

Digital Love

  • Almost one in five couples now meet online
  • US Match Group and Chinese Momo own the most popular dating apps…
  • … with Facebook well equipped to join the fray

READ MORE

ESG: from “nice to have” to “must have”

  • 2019 may well be be remembered as the turning point for ESG investing
  • The range of ESG vehicles is fast expanding, with large asset managers joining the fray
  • As money continues to pour into this space, ESG rating systems will need to improve

READ MORE

Retro strikes back !

  • Millennials, as well as Generation Z, have spun the wheel of fashion back three decades
  • In furnishing, cars and entertainment too, a form of nostalgia prevails
  • Brands can serve to unite generations – and deliver value to investors

READ MORE

Decarbonising the planet

  • 15 years after inception, the EU carbon allowance market is finally doing its job
  • The rising cost of emissions will push economic agents to rethink their processes
  • Expect massive investments in renewable energy, electric vehicles, hydrogen, biofuels and carbon capture

READ MORE

DECALIA strengthens its presence in Italy thanks to a distribution agreement with Banca Generali Private

Banca Generali Private, the private banker network of the leading private bank in Italy in financial planning and asset protection for clients, will distribute the UCITS thematic funds of DECALIA Sicav, managed by DECALIA Asset Management.

(mehr …)

Trend Focus – Fitness Generation

Fitness has known an unprecedented boom over the latest few years as the health and wellness trend boomed globally. This trend was driven by the rise to power of millennials, to date the healthiest modern generation to grace the earth.

Suffice to look at the recent google search trends when it comes to some hot topics in today’s fitness world to see that there is a quite visible craze coinciding with the coming of age of millennials

 

Read more

Health-e Connections

  • Medical information-sharing & intelligent devices are transforming the healthcare industry
  • But data security and privacy concerns must be addressed to embrace this revolution
  • MedTech companies, new entrants, IT/healthcare partnerships: investment opportunities abound

READ MORE

Fabrizio Quirighetti kommt zu DECALIA als CIO

DECALIA Asset Management hat Fabrizio Quirighetti als Chief Investment Officer der Gruppe eingestellt. Im Rahmen seiner Verantwortlichkeiten wird er dem Strategie- und dem Investmentausschuss angehören und die Verwaltung der Vermögensallokations- und Anleihenfonds beaufsichtigen. Seine neue Aufgabe tritt er am 1. Oktober 2019 an.

(mehr …)

Fashion victims

  • Increasingly frequent purchases of inexpensive garments cause severe environmental damage
  • Circular business models are now gaining traction all along the fashion supply-chain
  • Recycled materials, clothing repair/re-commerce/rental or virtual styling: opportunities abound

READ MORE