PLEION SA - Gestion De Fortune

Month: July 2021

Weekly Investment Strategy

Noise and signal In this latest edition of our weekly investment strategy update: Pandemic spells long lasting macro-volatility ; Growing divergences below the surface ; Currencies. Quantitative tightening roadmap ; and Equities. Probable consolidation. Click here to read our weekly financial markets update report.   Disclaimer This document is solely for your information and under […]

Weekly Investment Strategy

Overthink In this latest edition of our weekly investment strategy update: A very fluid post-pandemic landscape ; Are stagflation fears realistic? ; Fixed income. ECB reacting out of time ; Fixed income. Unexpected PBoC announcement sends a bad signal ; Equities. The Delta variant, is it too much ? ; Equities. Full takeover of Beijing […]

Quarterly investment review

Retrospective Risky assets performed well over the quarter with the focus turning to the reopening of economies and rebound in growth in an environment where central banks liquidity remains a tailwind. Long-term US interest rates have declined, the USD has stabilized and the equity markets have reached new historical highs, driven by the United States, […]

Weekly Investment Strategy

A thorn in the flesh In this latest edition of our weekly investment strategy update: Side effects of housing price inflation ; The Fed has been throwing fuel on the fire ; Fixed income. Another successful month for the ECB ; Currencies. King dollar ; and Actions. Three bad news. Click here to read our […]