PLEION SA - Gestion De Fortune

Month: August 2019

Weekly – Investment Adviser 29 August

PERFORMANCES 2019 Equities Bonds MSCI World +12.1% CHF Corp +4.3% S&P 500 +15.2% US Govt +8.8% Stoxx 600 +10.4% US Corp +14.2% Nikkeï +2.1% US HY +10.8% SPI +20.9% EUR Gvt +10.5% China +26.1% EUR Corp +8.1% Emerging +0.0% EUR HY +7.7% Currencies Commodities USD index +2.1% Gold +20.5% EURUSD -3.3% Silver +19.3% EURCHF -3.5% […]

Monthly investment review – August

Strategy and Macro Asset Allocation Unstable equilibrium for long-term interest rates Risky assets have become expensive Currency volatility may resume Impotent monetary policy Fiscal panic? Cautious stance Granted, the worst did not happen in Osaka and trade talks have not ended yet. Central banks have shifted for some accommodation. Currency volatility and global rates are […]

WEEKLY – Investment Adviser – 22 August

PERFORMANCES 2019 Equities Bonds MSCI World +13.4% CHF Corp +4.1% S&P 500 +16.7% US Govt +8.1% Stoxx 600 +11.0% US Corp +13.4% Nikkeï +3.1% US HY +10.4% SPI +21.6% EUR Gvt +9.5% Chine +26.0% EUR Corp +7.7% Emerging +1.8% EUR HY +7.3% Currencies Commodities USD index +2.1% Gold +17.3% EURUSD -3.2% Silver +10.5% EURCHF -3.2% […]

WEEKLY – Investment Adviser 15 August

PERFORMANCES 2019 Equities Bonds MSCI World +10.7% CHF Corp +4.3% S&P 500 +13.3% US Govt +8.1% Stoxx 600 +8.6% US Corp +13.0% Nikkeï +2.0% US HY +9.5% SPI +18.9% EUR Gvt +8.9% China +22.7% EUR Corp +7.4% Emerging -0.1% EUR HY +6.7% Currencies Commodities USD index +1.8% Gold +17.9% EURUSD -2.8% Silver +10.7% EURCHF -3.6% […]

WEEKLY – Investment Adviser – 8 August

PERFORMANCES 2019 Equities Bonds MSCI World +12.2% CHF Corp +4.0% S&P 500 +5.0% US Govt +7.4% Stoxx 600 +10.2% US Corp +12.2% Nikkeï +2.9% US HY +9.4% SPI +19.8% EUR Gvt +8.7% China +21.9% EUR Corp +7.2% Emerging +0.7% EUR HY +6.9% Currencies Commodities USD index +1.5% Gold +16.8% EURUSD -2.4% Silver +9.8% EURCHF -3.1% […]