PLEION SA - Gestion De Fortune

Month: October 2019

The Genevan boutique is aiming to add $1 billion in assets from a push into German-speaking Switzerland, CEO Patrick Heritier told finews.com

PLEION is opening a Zurich office to focus on Swiss as well as international clients, with emphasis on Asia, CEO Patrick Heritier told finews.com. The new offices are a bid to lift PLEION’s assets from German-speaking Switzerland to more than $1 billion. The independent Genevan asset manager is one of many seeking growth by spilling […]

Weekly – Investment Adviser – 24 October

PERFORMANCES 2019 Equities Bonds MSCI World +17.2% CHF Corp +2.5% S&P 500 +19.9% US Govt +7.7% Stoxx 600 +17.7% US Corp +13.2% Nikkeï +13.7% US HY +11.8% SPI +24.1% EUR Gvt +9.5% Chine +28.6% EUR Corp +7.7% Emerging +6.7% EUR HY +7.7% Currencies Commodities USD index +1.4% Gold +16.3% EURUSD -3.0% Silver +13.4% EURCHF -2.2% […]

Weekly – Investment Adviser– 18 October

PERFORMANCES 2019 Equities Bonds MSCI World +16.5% CHF Corp +2.5% S&P 500 +19.3% US Govt +7.8% Stoxx 600 +16.5% US Corp +12.9% Nikkeï +12.2% US HY +11.5% SPI +23.9% EUR Gvt +9.5% Chine +30.0% EUR Corp +7.5% Emerging +6.0% EUR HY +7.6% Currencies Commodities USD index +2.0% Gold +16.2% EURUSD -3.5% Silver +12.4% EURCHF -2.4% […]

Quarterly Investment Review

Retrospective Resilient financial markets The global macroeconomic and political context deteriorated further over summer. Some of the downside risks have materialised, especially the decision by the Trump administration to intensify the trade war with China, after announcing its intention to hit the remaining USD 300 billion of imports from China with 10% tariffs. After this […]

Weekly – Investment Adviser– 07 October

Unicorns’ pain Flamboyant firms are shining less Unicorns are private-held companies valued above $1bn when they go public. After years of benign flows of new tech IPOs, the spigot definitely opened in 2019. In the first semester 2019, more than 170 US firms (formerly start-ups) comply with the definition, versus c.10 a decade ago. A […]