PLEION SA - Gestion De Fortune

Month: May 2021

Weekly Investment Strategy

Carelessness? In this latest edition of our weekly investment strategy update: It took time for trust to rebuild… ; A transition in the making ; Fixed income. No one said it would be easy ; Currencies. Watch the BoC to know the next central banks steps ; and Equities. Is inflation back, transitory or not? […]

Monthly Investment Review

Global vision Global liquidity has reached the peak of its cycle in Q1 2021 – Liquidity will remain ample, but its momentum will decline. China has started to contain its credit cycle (shadow banking). Stronger economic recovery from Q2 will further drain investable liquidity Good global, but very heterogenous – Cyclical growth. Strong US recovery […]

Weekly Investment Strategy

The dog that didn’t bark (yet) In this latest edition of our weekly investment strategy update: A universal minimum income that hides its name? ; Currencies. Norway leads the pack ; Currencies. An incoherent strength of the CHF ; Equities. Disruptive exit from the pandemic ; Equities. Covid vaccines, temporary lifting of patents? A false […]

Weekly Investment Strategy

Swing to port! In this latest edition of our weekly investment strategy update: Sleepy Joe? Actually, a genuine insomniac! ; Currencies. The Yellen touch ; Fixed income. The surprise could come from the UK ; Equities. Alignment of planets for chemicals ; and Equities. Immunization for FAAANs, but the rest of the year could be […]