PLEION SA - Gestion De Fortune

Month: August 2021

Weekly Investment Strategy

Ultimately, Long Time counts too In this latest edition of our weekly investment strategy update: Technology transcends speed and infinitesimal; The revenge, the awakening, of the Long Time; Fixed income. Powell wants to wait on Fed taper; Fixed income. European inflation linked bonds continue to catch-up; Equities. A stressful time for the automotive industry; and […]

Genevan Wealth Managers Merge

Two independent Swiss wealth managers are joining up to form a $4.4 billion entity. The death of one of its main shareholders amidst the deal isn’t changing their plans. Pleion and Probus, two Geneva-based wealth managers, are merging pending regulatory approval, they said in a joint statement on Tuesday. The combined entity, to be run […]

PLEION and PROBUS announce their merger

    A new leader among Swiss wealth managers is born: PLEION and PROBUS announce their merger. Sharing the same values and perfectly complementary, PLEION and PROBUS have filed a request for authorisation to proceed with their merger which will bring the newly formed independent Group to around CHF 4 billion of assets under management […]

Weekly Investment Strategy

Schadenfreude In this latest edition of our weekly investment strategy update: The ¨betrayal¨ of the PMI ; The misfortune of some makes – a few – others happy ; (Taper) talk is cheap ; Currencies. FX markets are in a ‘twilight zone’ ; Equities. This powerful 50-day moving average! and Equities. China, the return to […]

Weekly Investment Strategy

Biden Ideologic Shift In this latest edition of our weekly investment strategy update: End of a neoliberal doctrine, in force for 40 years ; The new route, from capital to labor ; Fixed income. Bond managers capitulation vs. institutional structural appetite ; Currencies. RBNZ will start hiking this week ; Equities. Biotechs Covid, ephemeral companies […]