PLEION SA - Gestion De Fortune

Category: Publications

Weekly – Investment Advisor – 11 Avril 2019

PERFORMANCES 2019 Equities Bonds MSCI World +4.0% CHF Corp +1.5% S&P 500 +15.2% US Govt +1.8% Stoxx 600 +14.8% US Corp +5.3% Nikkeï +8.5% US HY +8.0% SPI +16.5% EUR Gvt +3.5% China +32.8% EUR Corp +3.5% Emerging +13.5% EUR High yield +5.5% Currencies Commodities USD index +0.9% Gold +1.3% EURUSD -1.8% Silver -2.9% EURCHF […]

Strategical investment review

Retrospective The Fed adopts a cautious approach given the recession risks The Fed brutally changes its monetary policy stance, which goes from a restrictive mode – balance sheet shrinking, and 3 to 4 rates hikes expected in 2019 and 2020) – to a (very) dovish tone, including only one rate hike in 2020 and slowing […]

Weekly – Investment Adviser 5 April 2019

PERFORMANCES 2019 Equities Bonds MSCI World +13.8% CHF Corp +1.4% S&P 500 +14.6% US Govt +1.5% Stoxx 600 +14.8% US Corp +4.7% Nikkeï +8.5% US HY +7.6% SPI +15.5% EUR Gvt +3.2% China +34.9% EUR Corp +3.3% Emerging +11.8% EUR High yield +5.4% Currencies Commodities USD index +1.1% Gold +0.2% EURUSD -2.2% Silver -3.3% EURCHF […]

Weekly – Investment Adviser 29 March 2019

PERFORMANCES 2019 Equities Bonds MSCI World +11.2% CHF Corp +1.6% S&P 500 +11.9% US Govt +2.3% Stoxx 600 +12.1% US Corp +5.3% Nikkeï +5.1% US HY +7.0% SPI +13.9% EUR Gvt +4.0% China +23.8% EUR Corp +3.2% Emerging +8.1% EUR HY +4.6% Currencies Commodities USD index +1.0% Gold +1.3% EURUSD -2.2% Silver -2.2% EURCHF -0.8% […]

Weekly – Investment Adviser 22 March 2019

PERFORMANCES 2019 Equities Bonds MSCI World +12.1% CHF Corp +1.2% S&P 500 +12.7% US Govt +1.2% Stoxx 600 +12.6% US Corp +3.9% Nikkeï +8.0% US HY +6.8% SPI +13.5% EUR Corp +2.7% China +27.4% EUR High yield +4.6% Emerging +10.6% Currencies Commodities USD index +0.1% Gold +2.7% EURUSD -0.7% Silver +0.4% EURCHF +0.4% Brent +26.9% […]

Weekly – Investment Adviser 14 March 2019

PERFORMANCES 2019 Equities Bonds MSCI World +11.2% CHF Corp +1.1% S&P 500 +12.1% US Govt +0.8% Stoxx 600 +11.2% US Corp +3.3% Nikkeï +6.4% US HY +6.4% SPI +13.1% EUR Gvt +2.4% China +22.8% EUR Corp +2.4% Emerging +8.8% EUR HY +4.1 Currencies Commodities USD index +0.4% Gold +1.5% EURUSD -1.2% Silver -1.1% EURCHF +0.9% […]

Message of Patrick Héritier, CEO of PLEION

Geneva, March 2019   As 2019 gets underway, it is with strong enthusiasm, great motivation, energy and pride that we wish to inform you about important developments concerning our company. Today’s world witnesses rapid and profound changes to which we have to adapt. We therefore focus our efforts on the modernisation of the group’s various […]

Weekly – Investment Adviser 7 March 2019

PERFORMANCES 2019 Equities Bonds MSCI World +11.3% US Treasuries -0.1% S&P 500 +11.8% US Corp +2.4% Stoxx 600 +10.8% US High yield +6.3% Nikkeï +9.0% EUR Gvt +1.4% China +25.5% EUR Corp +1.8% MSCI Emergings +8.9 EUR High yield +3.9% Currencies Commodities USD index +0.4% Gold +0.4% EURUSD -1.1% Silver -2.2% EURCHF +0.8% Oil (Brent) […]

Investment Strategy – March 2019

Strategy and Macro Asset allocation We consider the global investment landscape as complex and potentially volatile. The ongoing change in liquidity regime is not over yet. Last year markets’ corrections proved valuable in a) addressing growing signs of speculation b) modifying investors’ complacent mood, namely retail ones. The central banks’ pause in its normalization process […]

Weekly – Investment Adviser 28 February 2019

PERFORMANCES 2019 Equities Bonds MSCI World +10.8% US Treasuries +0.5% S&P 500 +11.4% US Corp +2.7% Stoxx 600 +9.9% US High Yield +5.8% Nikkeï +7.6% EUR Gvt +1.7% China +23.9% EUR Corp +1.9% MSCI Emerging +9.6% EUR High Yield +3.2% Currencies Commodities USD index +0.2% Gold +3.7% EURUSD -1.0% Silver +3.2% EURCHF +0.7% Brent +24.4% […]