PLEION SA - Gestion De Fortune

Month: November 2019

Weekly – Investment Adviser

PERFORMANCES 2019 Equities Obligations MSCI World +22.2% CHF Corp +2.9% S&P 500 +25.8% US Govt +7.9% Stoxx 600 +21.1% US Corp +14.2% Nikkeï +17.0% US HY +12.0% SPI +29.4% EUR Gvt +9.0% China +28.3% EUR Corp +8.0% Emerging +9.0% EUR HY +8.3% Devises Matières 1ères USD index +2.3% Gold +13.5% EURUSD -4.0% Silver +9.3% EURCHF […]

A Genevan boutique welcomes two veteran private bankers from UBS for a new Zurich office.

PLEION is appointing Sandro Steiner as the head of its newly-opened Zurich office, finews.com has learned. The private banker spent the last six years running an UBS desk for super-rich non-domiciled emerging market clients in the U.K. Steiner also developed a global resident partners desk for UBS which tended to clients moving country. His hire, […]

Monthly investment review

Strategy and Macro Asset Allocation Embedded political chaos Macro fatigue A transitory of window low volatility Currency developments as a swing factor Bonds essentially expensive, but scarce Equities relatively attractive, but fragile   Fundamentals remain about adequate, not more. Liquidity provision and forward guidance by central banks remain the key supportive factor. The disconnect between […]

Weekly – Investment Adviser– 19 November

PERFORMANCES 2019 Equities Bonds MSCI World +20.8% CHF Corp +2.7% S&P 500 +24.0% US Govt +8.0% Stoxx 600 +19.0% US Corp +13.9% Nikkeï +15.1% US HY +11.6% SPI +27.0% EUR Gvt +8.7% Chine +29.2% EUR Corp +7.7% Emerging +8.9% EUR HY +7.8% Currencies Commodities USD index +1.7% Gold +14.6% EURUSD -3.3% Silver +10.4% EURCHF -2.4% […]

Weekly – Investment Adviser– 15 November

PERFORMANCES 2019 Equities Bonds MSCI World +20.4% CHF Corp +2.4% S&P 500 +23.4% US Govt +7.2% Stoxx 600 +20.2% US Corp +13.0% Nikkeï +15.6% US HY +11.9% SPI +26.6% EUR Gvt +8.5% Chine +29.7% EUR Corp +7.8% Emerging +8.1% EUR HY +7.9% Currencies Commodities USD index +2.3% Gold +14.5% EURUSD -4.1% Silver +9.8% EURCHF -3.5% […]

Weekly – Investment Adviser– 07 November

PERFORMANCES 2019 Equities Bonds MSCI World +20.0% CHF Corp +2.3% S&P 500 +22.7% US Govt +7.5% Stoxx 600 +20.2% US Corp +13.3% Nikkeï +16.6% US HY +12.0% SPI +26.8% EUR Gvt +9.0% Chine +32.6% EUR Corp +7.9% Emerging +10.7% EUR HY +7.8% Currencies Commodities USD index +1.8% Gold +15.6% EURUSD -3.4% Silver +13.2% EURCHF -2.4% […]

Weekly – Investment Adviser– 06 November

PERFORMANCES 2019 Equities Bonds MSCI World +18.8% CHF Corp +2.3% S&P 500 +21.3% US Govt +7.5% Stoxx 600 +17.8% US Corp +13.2% Nikkeï +14.6% US HY +11.9% SPI +25.7% EUR Gvt +9.1% Chine +29.1% EUR Corp +7.7% Emerging +7.8% EUR HY +7.7% Currencies Commodities USD index +1.2% Gold +17.9% EURUSD -2.8% Silver +17.0% EURCHF -2.4% […]