PLEION SA - Gestion De Fortune

Month: January 2021

Weekly Investment Strategy

Cancellation, what cancellation? In this latest edition of our weekly investment strategy update: De facto cancellation ; Tongues are loosening! ; Fixed income. The risks are not where you think ; Currencies. Change with continuity ; Equities. Waiting for the 6G ! ; and Equities. A boom in semiconductors. Click here to read our weekly […]

Weekly Investment Strategy

EU False priorities In this latest edition of our weekly investment strategy update: EU is proving more mercantilist than strategic ; Fixed income. Chasing opportunities ; Currencies. Nothing seems to be able to derail the Yuan ; Equities. Covid mutants scare the stock market ; an Equities. Chinese Big Techs not on the US blacklist. […]

Weekly Investment Strategy

Sweep In this latest edition of our weekly investment strategy update: The ¨terrible¨ fate of autocrats ; Short-term tailwinds for Biden yes, but… ; Fixed income. US inflation break-evens still have some room ; Fixed income. The ECB is still searching its own road ; Equities. Reflation and green disruption ; Equities. The social media […]

Annual investment review

THE YEAR OF ALL RECORDS   Retrospective After starting 2020 at an all-time high, the US stock markets as well as all other financial centers have sharply corrected. As the Covid-19 pandemic accelerates, governments have taken unprecedented decisions, resulting into the fastest and most severe recession. Central banks and governments have offered hitherto unimaginable answers […]

Weekly Investment Strategy

Bad reputation In this latest edition of our weekly investment strategy update: Bonds still deserve … interest! ; Profligates cannot afford yield normalization ; Currencies. Will the lasts be firsts across EM? ; Equities. Focus on economic recovery ; Equities. Big Tech, 3 methods, 1 goal ; and Equities. Our thematic convictions for 2021, and […]