PLEION SA - Gestion De Fortune

Month: June 2021

Weekly Investment Strategy

Heterogenous In this latest edition of our weekly investment strategy update: ¨Inflation¨, this strange animal ; The mega-trend of last decades: secular disinflation ; Pandemics is significantly impacting on cyclical inflation ; Currencies. A cautiously optimist BoE ; Currencies. The CHF still caught between a rock and a hard place ; Equities. Confirmation of technical […]

Weekly Investment Strategy

Unraveling optical illusions In this latest edition of our weekly investment strategy update: The unwelcome resiliency of ¨meme stocks¨ ; The overdrive mode of US equity markets ; Fixed income. What game is the Fed playing? ; Fixed income. Credit market mid-year review ; Equities. Sector rotations, a lasting trend ; Equities. Buying opportunities on […]

Weekly Investment Strategy

The revenge of the Barbarous relic ? In this latest edition of our weekly investment strategy update: The short undisputed reign of fiat currencies ; Macro-tailwinds for the bullion? ; Gold vs BTC: 1 set all ; Fixed income. What is behind the recent bond market rally? ; Fixed income. ECB risk management ; Equities. […]

Weekly Investment Strategy

White House announces… its color In this latest edition of our weekly investment strategy update: Key assumptions of the US government ; Analysis and interpretation of these projections ; Fixed income. Few cracks under the surface ; Currencies. A new step in the FX market ; Equities. Strong acceleration in TV streaming ; Equities. Traditional […]

Monthly Investment Review

Global vision Global liquidity is decelerating – Liquidity will remain ample, but its momentum declines. This will continue in H2 in the context of taper talks and of a strong recovery – draining investable liquidity. Good global, but very heterogenous growth – Good global and synchronized growth in advanced economies in H2. China decelerating back […]

Weekly Investment Strategy

Food Taboo In this latest edition of our weekly investment strategy update: Dramatic precedents of global food inflation ; China is particularly sensitive to food issues ; Beijing still cannot feed the Chinese people ; Currencies. Central banks dynamics are now the main game ; and Currencies. A surprisingly strong CHF. Click here to read […]