- Regulators are considering toughening their stance on Silicon Valley giants
- Breaking up the GAFA companies or forcing greater competition: that is the question
- Either way, investors are set to benefit from greater levels of scrutiny and transparency
News
Another “G”, Sir?
- 5G promises much greater speed, more density, less latency – and better energy-efficiency
- Huawei under US fire – more to do with global 5G domination than trade considerations
- These technological advances will transform our world – opening up investment opportunities too
DECALIA appoints Bernhard Utiger as new Region Head for German-speaking Switzerland
Swiss investment management company DECALIA Asset Management has appointed Bernhard Utiger as Region Head for the development of its asset management business in German-speaking Switzerland. DECALIA started to tackle the Swiss-German market in 2017 and, through this new hire, underlines its strong commitment to the region. In just a few years, DECALIA has begun to establish itself as an innovation leader by launching thematic strategies and private market solutions that successfully capture promising long-term investment trends.
Pump’N’Dunk
- With their millions of followers, star athletes boast an ever-greater marketing clout
- Basketball epitomizes the importance of lucrative endorsements – and young talents
- On the court are Nike and Adidas… but also up-and-coming Chinese challengers
REdesign, REuse, REduce
The case for circular economy
From linear to circular: our civilization functions with a linear approach in which we draw from a finite stock of raw materials and energy to make goods and services that we then throw away, generating often-toxic waste in a unbridled wastage of resources. This model is obviously not sustainable in the long term.
The circular economy entails a revolutionary way of thinking across the value chain and provides a more sustainable model.
Rent-All services
- Product as a Service – Why purchase a product when you could instead share it?
- A pay-for-use model promotes quality and longevity, rather than volume of production
- Rethinking how products are brought to consumers matters to all companies – and investors
Streaming out loud
- Streaming media platforms have disrupted the entire entertainment ecosystem – More to come
- With the technology now mainstream, the (expensive) race for content is on…
- Picking the winning content makers will be key… but alternative investments offer value too
DECALIA thrice crowned at the WealthBriefing Swiss Awards 2019
During the WealthBriefing Swiss Awards 2019 awards dinner held yesterday in front of 200 members of the financial industry, Geneva investment management company DECALIA Asset Management won three of the four categories in which it was shortlisted. DECALIA received the best external asset manager, best asset management firm serving family offices and private banks, and best fund manager trophies.
SM-ART DIVERSIFICATION
- 2018 was another record year for art auction houses – The hype is real but can it last?
- Art brings welcome portfolio diversification – but it also lacks transparency and liquidity…
- Amid current late-cycle signs, selectivity should overrule speculative considerations
MEAT THE NEW BURGER
- Excessive animal meat-eating is depleting Earth’s natural resources, beyond being unhealthy
- A more balanced diet, local produce and alternative protein sources are the path forward
- Check out for companies that stand to benefit from this meaty transition
HURRICANE SEASON CRUISING
- Navigating global financial markets requires more than a compass, a map, and a sextant
- The transition away from a Goldilocks macro scenario is now stirring up troubled waters
- Staying the course in this new volatility regime warrants more active portfolio management
DECALIA launches a Merger Arbitrage fund with W Capital
DECALIA continues to develop its range of funds with the launch of a merger arbitrage strategy. This strategy aims at generating an attractive absolute performance with low volatility, while remaining uncorrelated with conventional assets. Management of the fund has been entrusted to W Capital, a specialist in this strategy with one of the best track records in the industry. This fund is aimed at qualified investors and is structured in the form of a Luxembourg Reserved Alternative Investment Fund (“RAIF”).
DECALIA strengthens its sales team in French-speaking Switzerland
DECALIA Asset Management strengthens its institutional sales team by recruiting Truong-Linh Pham. He joins DECALIA after having spent 14 years with Edmond de Rothschild Asset Management. Working alongside Rafaella Ostier, his mission will be to promote the investment solutions developed by the Group to professional clients.
NEXT YEAR YOUNGER
- Human life span has doubled over the last 200 years but expectancy at 70 has barely increased
- Cure ageing, not (only) diseases! – Paradigm shift in the health industry now well underway
- Big data as the game-changer – No end in sight for Tech giants longevity…
THE SHOW MUST GO ON
- From vinyl records to digital files, a wind of change has blown over the global music industry
- Streaming & concerts have overtaken physical sales – Revenues back to their 2006 peak in the US
- Digitalization has created new opportunities but not all players will top the Billboard charts
JUST 👍 IT!
- Worth USD 1.3 trillion, the global sport & fitness industry has become a major growth sector today
- Baby-boomers anxious to remain healthy & body image obsessed Millennials are the main drivers
- Digital natives have now taken sports to social media – A new societal phenomenon is born!
DECALIA launches the first equity fund dedicated to the circular economy
DECALIA Asset Management innovates by launching DECALIA Circular Economy, the first equity investment fund dedicated to the circular economy. After launching DECALIA Millennials and DECALIA Silver Generation, DECALIA continues to develop strategies focusing on changes in consumer trends.
Michele Pedroni takes over management of DECALIA’s European equity fund
DECALIA Asset Management has entrusted Michele Pedroni with the management of DECALIA EUROPEAN CONVICTION, its European equity fund that aims to take advantage of the inefficiencies that exist in European markets. Michele Pedroni is now taking on the role of lead fund manager of the fund, after having fine-tuned its management process for 9 months.
DECALIA shortlisted in the “Fund Manager” category of the WealthBriefing Swiss Awards
DECALIA has been shortlisted as one of the 3 finalists in the ‘Fund Manager‘ category of the 2018 WealthBriefing Swiss Awards.
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2017’.
Winners will be announced at a gala awards dinner which will be held in Geneva on 8 February 2018 at the Hotel President Wilson.
These funds that bet on Millennials
The trend is towards companies that meet the changes in consumer habits of the younger generations and the senior citizens, these demographic challenges of the new Millennium (BILAN article in French).