PLEION SA - Gestion De Fortune

Month: September 2020

Weekly – Investment Adviser

When the “taulier” capitulates… In the latest edition of our weekly financial markets update: A legendary / philanthropic investor on the edge ; A sign of times? ; Fixed income. When the inevitable… happens ; Currencies. The SNB is still in a period of expectancy ; and Equity. Technical conditions become good again. Click here […]

Weekly – Investment Adviser

Not even a skinny deal ? In the latest edition of our weekly financial markets update: Fortunately, a dramatic recovery started in Q3, but… ; In the past, elections mattered for markets ; Currencies. Surprisingly optimistic ECB tone ; Currencies. Limited GBP risk premium means further downside ; Equity. The discovery of a vaccine and […]

Weekly – Investment Adviser

Not even a skinny deal ? In the latest edition of our weekly financial markets update: Fortunately, a dramatic recovery started in Q3, but… ; In the past, elections mattered for markets ; Currencies. Surprisingly optimistic ECB tone ; Currencies. Limited GBP risk premium means further downside ; Equity. The discovery of a vaccine and […]

Monthly investment review

Strategy and Macro Asset Allocation Financial repression continues With Fed shift from re-liquefaction to reflation (Too) Prudent institutions at odds with gambling retail investors U-shape economic recovery Pandemics not over, but no global lockdown Weak USD if favorable for financial markets Prefer credit and inflation linked bonds Economic fear remains dominant, considering the current deterioration […]

Weekly – Investment Adviser

Lessons of levitation In the latest edition of our weekly financial markets update: Beware of sleepy water ; Low volatility favors RobinHood-like speculation ; Currencies. EM currencies are lagging in all market conditions ; Fixed income. PBoC will promote a new key rate ; Equities. The premises for a correction or a sector rotation? ; […]