PLEION SA - Gestion De Fortune

Month: April 2021

Weekly Investment Strategy

Take me out! In this latest edition of our weekly investment strategy update: Speculation spells instability ; Breaching the stainless – LLC – Golden Rule ; Significant changes at the SEC ; Fixed income. ECB confirmed its difference from the Fed ; Currencies. The dreaded taper is here ; Equities. The pandemic is accelerating, vaccination […]

Weekly Investment Strategy

US housing bubble in the (re)-making? In this latest edition of our weekly investment strategy update: Healthy financing and homebuilders restrain ; Where do we go from here? ; Fixed income. Are the rate setters changing their tune? ; Currencies. GBP short-term noise, not long-term ; and Equities. A thunderous start for the US results […]

Weekly Investment Strategy

A long carrier wave for China? In this latest edition of our weekly investment strategy update: China emerged stronger from pandemic… ; A – déjà vu – Paragon of virtue ; End of V. What is next? ; Fixed income. ECB reaction function clarified ; Fixed income. A schizophrenic high yield market ; Equities. The […]

Quarterly investment review

Retrospective The financial markets have continued on their Q4 2020 momentum. Long-term interest rates have continued to rise, the equity markets have reached new multi-year highs, in the United States, but also in Europe and in Japan, and gold price has continued to decline. The most notable change is in the US dollar. After several […]