PLEION SA - Gestion De Fortune

Month: October 2021

Weekly Investment Strategy

¨… aber KompliZiert! ¨ In this latest edition of our weekly investment strategy update: Important political changes lie ahead ; And coincide with significant cyclical tensions ; Fixed income. A too optimistic ECB scenario ; Currencies. Relative interest rates are the EUR/USD short-term driver ; Equities. Still too many uncertainties to come back to China […]

Weekly Investment Strategy

Jump conditions In this latest edition of our weekly investment strategy update: Fixed income. Green is not just about equities ; Currencies. Brexit consequences are spreading ; and Equities. Results start pretty well. Click here to read our weekly financial markets update report.   Disclaimer This document is solely for your information and under no […]

Weekly Investment Strategy

A very… normal President In this latest edition of our weekly investment strategy update: A broad base ressentiment ; Little relief – short term – from the recovery ; The Fed is also in the spotlight ; Fixed income. Chinese government bonds remain uncorrelated ; Currencies. Will the big looser AUD be able to recover?, […]

Quarterly investment review

Risky assets’ quarter Retrospective Risky assets have experienced varying degrees of success in Q3. The reopening of economies has been hampered and the economic recovery has stalled. After hitting records, the US stock market consolidated in the wake of the Chinese real estate developer Evergrande default.   Back to the job market in the United […]

Weekly Investment Strategy

Jump conditions In this latest edition of our weekly investment strategy update: When a – much – too solid first round… ; … raises the odds of a – delicate – second round ; Currencies. Dots drive USD dominance ; Equities. The importance of Taiwan in Semiconductors ; Equities. The energy crisis we didn’t see […]