PLEION SA - Gestion De Fortune

Month: December 2021

Weekly Investment Strategy -21-12-21

Benign neglect? In this latest edition of our weekly investment strategy update: Apart from energy, markets don’t really care; Currencies. A SNB against the flow; Equities. Omicron is challenging models; and Equities. California pressure on the solar industry. Click here to read our weekly financial markets update report.   Disclaimer This document is solely for […]

Weekly Investment Strategy -14-12-21

A German shift? In this latest edition of our weekly investment strategy update: A flamboyant green tandem; RealPolitik or getting tougher on China?; Nord Stream 2 – The big thorn in the flesh; Fixed income. Baby steps toward normalization; Fixed income. Further decoupling of Chinese government bonds; Equities. Rise in indices for the end of […]

Weekly Investment Strategy -07-12-21

The art of Pivot In this latest edition of our weekly investment strategy update: Anatomy of Jerome’s 2.0 Pivot; You can’t get it all!; Fixed income. Tactical opportunities in credit; Equities. Support areas; and Equities. European Union proposes an infrastructure plan. Click here to read our weekly financial markets update report.   Disclaimer This document […]

Monthly Investment Review – 06 December 21

Global vision LT macro regime. More variable business cycles ahead The long decline of potential growth is exacerbated by pandemic and rising debt. Secular disinflation is under attack. More volatile duration and amplitude of expansion phases. Lower liquidity profusion Production of excess liquidity is fading, with recovery and resurgence of cyclical inflation. This is triggering […]