PLEION SA - Gestion De Fortune

Month: December 2019

Weekly – Investment Adviser

PERFORMANCES 2019 Equities Bonds MSCI World +23.9% CHF Corp +2.7% S&P 500 +27.3% US Govt +6.7% Stoxx 600 +22.6% US Corp +14.2% Nikkeï +19.2% US HY +14.0% SPI +29.4% EUR Gvt +8.5% China +33.8% EUR Corp +8.2% Emerging +14.8% EUR HY +9.4% Currencies Commodities USD index +1.3% Gold +15.1% EURUSD -3.0% Silver +9.8% EURCHF -3.3% […]

Annual Investment Review

RETROSPECTIVE An exceptional year for the financial markets despite growing risks Stock markets rose on average by 27% in 2019, bond indices between 7% and 14% and gold by 15% despite a difficult environment: The rise of nationalism and protectionism. A multipolar world with brutal leaders, Donald Trump, Recep Erdogan, Vladimir Putin, Xi Jinping, Jair […]

Weekly – Investment Adviser

PERFORMANCES 2019 Equities Obligations MSCI World +21.8% CHF Corp +2.8% S&P 500 +25.3% US Govt +7.4% Stoxx 600 +20.2% US Corp +14.6% Nikkeï +17.0% US HY +12.6% SPI +28.0% EUR Gvt +9.0% China +29.2% EUR Corp +8.4% Emerging +9.6% EUR HY +8.8% Devises Matières 1ères USD index +1.0% Gold +15.2% EURUSD -2.9% Silver +9.2% EURCHF […]

WM CIO: how to pick the right asset classes amid contrasting opinions

The different asset classes are relatively well valued or expensive. Where should we invest? Which asset class, region or sector should we overweight or underweight? Economists and strategists have many valid arguments about whether they see the glass as half-empty or half-full. China is a good example. I meet many asset managers who tell me […]

Weekly – Investment Adviser

PERFORMANCES 2019 Equities Obligations MSCI World +20.8% CHF Corp +2.9% S&P 500 +24.2% US Govt +7.4% Stoxx 600 +20.0% US Corp +14.1% Nikkeï +16.4% US HY +12.1% SPI +28.2% EUR Gvt +8.8% China +28.9% EUR Corp +8.1% Emerging +7.3% EUR HY +8.5% Devises Matières 1ères USD index +1.4% Gold +15.3% EURUSD -3.3% Silver +9.3% EURCHF […]