PLEION SA - Gestion De Fortune

Month: June 2019

Monthly investment review – June 2019

Strategy and Macro   Asset Allocation China, as the determining macro factor Come-back of (geo)politics Expect further hesitations ahead Certainly, US-China trade negotiations are crucial. Both countries need a truce – say a minimum agreement – to avoid significant negative side effects on the global economy. This has attracted the attention of the media. Nevertheless, […]

Investment review – May 2019

Strategy and Macro Asset allocation Disoriented investors barely participate in rising risky assets Rapid shift from recession to reflation mode Monetary loosening supports markets… but will not exert traction on economies   We continue to navigate the current global landscape with a full investment mode, though we pay attention to tail risks and remain focused […]