PLEION SA - Gestion De Fortune

Month: January 2022

Weekly Investment Strategy -27-01-22

Business cycle perspectives In this latest edition of our weekly investment strategy update: The parenthesis of Great Moderation seems over; Where could we actually be in the business cycle?; Fixed income. PBoC rushing into accommodation; Currencies. Norges Bank confirmed March rate hike; and Equities. Positioning for Metaverse. Click here to read our weekly financial markets […]

Weekly Investment Strategy -19-01-22

Reordering In this latest edition of our weekly investment strategy update: Good luck Joachim; Signs of overweight USD fatigue; Currencies. An immune pound to political noise; and Equities. The UK stock market becomes attractive. Click here to read our weekly financial markets update report.   Disclaimer This document is solely for your information and under […]

Weekly Investment Strategy -11-01-22

Morphing globalization In this latest edition of our weekly investment strategy update: A broader look; China and Yuan. Latest actions do not corroborate statements; Fixed income. Tighter monetary policy is coming; Equities. The Fed will not derail the bull market in 2022; and Equities. Many analysts recommend Chinese equities. Click here to read our weekly […]

Annual Investment Review – 2022

The return of inflation Retrospective Inflation significantly higher than expected US inflation rose in November at an unprecedented rate in nearly 40 years. The price increase reached 6.8%. Many factors contributed to this surge, whether transitory or more structural. At the same time, inflation in the euro area hit a record high in November at […]