PLEION SA - Gestion De Fortune

Month: October 2020

Weekly Investment Strategy

From China with love In the latest edition of our weekly investment strategy update: A worrying Hong Kong precedent ; What happened in… Pratas? ; Xi does not envisage a military assault (yet), but… ; Currencies. One week to go ; Fixed income. SURE is a success ; Equities. Stock markets resist despite the gravity […]

Weekly Investment Strategy

With one – small – voice In the latest edition of our weekly investment strategy update: Europe reacts in record time ; Nord-Stream 2, the real test ; Fixed income. ECB QE fuels the bond rally ; Fixed income. Decoupling bond markets ahead? ; Currencies. BoE on the way to negative interest rates ; and […]

Weekly – Investment Adviser

Time to…”Move on” ? In the latest edition of our weekly financial markets update: Fixed income. Deleveraging is going on ; Currencies. China Aims to Cool Yuan’s Surge ; Equities. The market wants to go higher ; and Equities. Entering the best time for retail sales. Click here to read our weekly financial markets update […]

Quarterly investment review

ASSET ALLOCATION In Q2 and Q3 advanced economies managed to avoid disruptions of their capital / credit markets and to engineer a tentative recovery. The resiliency of the pandemic, as well as the growing cautiousness of consumers / firms necessitate further – decisive – actions. A more solidary and reinforced Europe siding with a different […]

Weekly – Investment Adviser

Magnificence and decadence In the latest edition of our weekly financial markets update: US elections: a re-roll of the dice ; Currencies. ECB should emulate the Fed, but not that quickly ; Fixed income. Much better credit quality than expected ; Equities. Reasons to derail the stock markets, however … ; and Equities. Fed decision […]