PLEION SA - Gestion De Fortune

Month: December 2020

Weekly Investment Strategy

Apotheosis In this latest edition of our weekly investment strategy update: Optimism clearly takes over ; Currencies. The same old song ; Equities. Attempts to break technical resistances ; and Equities. Increased pressure on Chinese companies. Click here to read our weekly financial markets update report.   Disclaimer This document is solely for your information […]

Weekly Investment Strategy

Saying or doing… In the latest edition of our weekly investment strategy update: Light at the end of the tunnel, they say… ; … but ¨cool heads / strong hands¨ still remain – very – skeptical! ; Fixed income. Just an ECB recalibration ; Fixed income. Easier refunding for banks is ensured ; Currencies. Wait-and-see […]

Monthly investment review

Global vision New economic cycle, with more volatile inflation. Slowbalisation Liquidity profusion will continue. Pandemics will affect long-term potential growth in G7, through the low marginal productivity of new debt. Resumption of intense liquidity injections by the Fed Fed will compensate for the lack of fiscal stimulus in Q4 (political gridlock). Funds’ redirection by the […]

Weekly Investment Strategy

Cryptos on fire, again In the latest edition of our weekly investment strategy update: A deep and deafening war is being waged against cash ; A race has started for the digitalization of money ; Is the landscape totally favorable to cryptocurrencies? ; Currencies. The GBP continues to swing around on Brexit headlines ; Equities. […]

Weekly Investment Strategy

Trade: China takes the bend In the latest edition of our weekly investment strategy update: Trump’s biggest blunder ; Asia-Pacific free trade treaty announced ; China definitely takes the lead in Asian trade diplomacy ; Currencies. The USD is at a 2-year low ; Currencies. Yield spreads favor JPY appreciation ; Fixed income. European linkers, […]