Category: Publications
PERFORMANCES 2019 Equities Obligations MSCI World +20.8% CHF Corp +2.9% S&P 500 +24.2% US Govt +7.4% Stoxx 600 +20.0% US Corp +14.1% Nikkeï +16.4% US HY +12.1% SPI +28.2% EUR Gvt +8.8% China +28.9% EUR Corp +8.1% Emerging +7.3% EUR HY +8.5% Devises Matières 1ères USD index +1.4% Gold +15.3% EURUSD -3.3% Silver +9.3% EURCHF […]
PERFORMANCES 2019 Equities Obligations MSCI World +22.2% CHF Corp +2.9% S&P 500 +25.8% US Govt +7.9% Stoxx 600 +21.1% US Corp +14.2% Nikkeï +17.0% US HY +12.0% SPI +29.4% EUR Gvt +9.0% China +28.3% EUR Corp +8.0% Emerging +9.0% EUR HY +8.3% Devises Matières 1ères USD index +2.3% Gold +13.5% EURUSD -4.0% Silver +9.3% EURCHF […]
PLEION is appointing Sandro Steiner as the head of its newly-opened Zurich office, finews.com has learned. The private banker spent the last six years running an UBS desk for super-rich non-domiciled emerging market clients in the U.K. Steiner also developed a global resident partners desk for UBS which tended to clients moving country. His hire, […]
Strategy and Macro Asset Allocation Embedded political chaos Macro fatigue A transitory of window low volatility Currency developments as a swing factor Bonds essentially expensive, but scarce Equities relatively attractive, but fragile Fundamentals remain about adequate, not more. Liquidity provision and forward guidance by central banks remain the key supportive factor. The disconnect between […]
PERFORMANCES 2019 Equities Bonds MSCI World +20.8% CHF Corp +2.7% S&P 500 +24.0% US Govt +8.0% Stoxx 600 +19.0% US Corp +13.9% Nikkeï +15.1% US HY +11.6% SPI +27.0% EUR Gvt +8.7% Chine +29.2% EUR Corp +7.7% Emerging +8.9% EUR HY +7.8% Currencies Commodities USD index +1.7% Gold +14.6% EURUSD -3.3% Silver +10.4% EURCHF -2.4% […]
PERFORMANCES 2019 Equities Bonds MSCI World +20.4% CHF Corp +2.4% S&P 500 +23.4% US Govt +7.2% Stoxx 600 +20.2% US Corp +13.0% Nikkeï +15.6% US HY +11.9% SPI +26.6% EUR Gvt +8.5% Chine +29.7% EUR Corp +7.8% Emerging +8.1% EUR HY +7.9% Currencies Commodities USD index +2.3% Gold +14.5% EURUSD -4.1% Silver +9.8% EURCHF -3.5% […]
PERFORMANCES 2019 Equities Bonds MSCI World +20.0% CHF Corp +2.3% S&P 500 +22.7% US Govt +7.5% Stoxx 600 +20.2% US Corp +13.3% Nikkeï +16.6% US HY +12.0% SPI +26.8% EUR Gvt +9.0% Chine +32.6% EUR Corp +7.9% Emerging +10.7% EUR HY +7.8% Currencies Commodities USD index +1.8% Gold +15.6% EURUSD -3.4% Silver +13.2% EURCHF -2.4% […]
PERFORMANCES 2019 Equities Bonds MSCI World +18.8% CHF Corp +2.3% S&P 500 +21.3% US Govt +7.5% Stoxx 600 +17.8% US Corp +13.2% Nikkeï +14.6% US HY +11.9% SPI +25.7% EUR Gvt +9.1% Chine +29.1% EUR Corp +7.7% Emerging +7.8% EUR HY +7.7% Currencies Commodities USD index +1.2% Gold +17.9% EURUSD -2.8% Silver +17.0% EURCHF -2.4% […]
PLEION is opening a Zurich office to focus on Swiss as well as international clients, with emphasis on Asia, CEO Patrick Heritier told finews.com. The new offices are a bid to lift PLEION’s assets from German-speaking Switzerland to more than $1 billion. The independent Genevan asset manager is one of many seeking growth by spilling […]
PERFORMANCES 2019 Equities Bonds MSCI World +17.2% CHF Corp +2.5% S&P 500 +19.9% US Govt +7.7% Stoxx 600 +17.7% US Corp +13.2% Nikkeï +13.7% US HY +11.8% SPI +24.1% EUR Gvt +9.5% Chine +28.6% EUR Corp +7.7% Emerging +6.7% EUR HY +7.7% Currencies Commodities USD index +1.4% Gold +16.3% EURUSD -3.0% Silver +13.4% EURCHF -2.2% […]