PLEION SA - Gestion De Fortune

Month: May 2022

Weekly Investment Strategy – 30 May

Wake up, without panicking (yet)! In this latest edition of our weekly investment strategy update: Rising rates don’t please the Treasury, for sure; Perspectives are getting growingly opaque ; Currencies. And finally an ECB answer; Equities. A respite for the bulls; and Sales of electric cars are breaking records, but the lack of metals are […]

Weekly Investment Strategy – 24 May

Cracklings In this latest edition of our weekly investment strategy update: SNB surprised again … ; Fixed income. Emerging sovereign debt is concerning; Equities. Bear market or not Bear market ?; et The war in Ukraine gives a strong, forced and welcome boost to the European energy transition with the REPowerEu. Click here to read […]

Weekly Investment Strategy – 16 May

(Painful) De-risking In this latest edition of our weekly investment strategy update: Democratizing finance. The ultimate elusive paradigm shift?; Steep learning curve for new generation(s); Concurrent decline in (traditional) margin trading; Crypto-carnage – an accident waiting to happen?; Fixed income. Inflation is not supporting the Fed baseline scenario; Currencies. GBP towards historical lows; Equities. A […]

Monthly Investment Review -10 May

Global vision Long-term macro regime. Towards shorter and risker cycles than in past decades Imbalances, debt, sticky / resilient inflation, and geopolitics argue for more cyclicality and variations in economic cycles Financial conditions will continue tightening. After plateauing in T4 2021, global liquidity has started to contract in 2022. Higher oil prices and sanctions on […]

Weekly Investment Strategy – 10 May

Icare syndrome? In this latest edition of our weekly investment strategy update: Assets vs Consumer Price inflation; End of the negative real rate ¨parenthesis¨?; With greetings from the ¨Old Fart¨; Fixed income. Fed unsurprisingly did it ; Currencies. Yuan weakness caught market attention ; Equities. Rapid degradationn ; Equities. Back to electricity producersn ; and […]

GC Amicitia Zurich wins Swiss Handball Cup

GC Amicitia Zurich won the Swiss Handball Cup final by overcoming Pfadi Winterthur 30-28 after extra time. For the Zurich club, this is the first cup title since the merger of GC and ZMC Amicitia in 2009. For Petr Hrachovec, the team’s Head Coach: “It was important that we stayed calm, especially in the critical […]

Weekly Investment Strategy – 2 May

Macro revenge In this latest edition of our weekly investment strategy update: Inflation is making a noticeable and destructive comeback; Panic among currency maestros; A large shift to revolt mode; Fixed income. ECB tightening coming soon ; and Equities. Deterioration of technical conditions. Click here to read our weekly financial markets update report.   Disclaimer […]