PLEION SA - Gestion De Fortune

Category: Weekly

Weekly – Investment Adviser

Post-Maastricht In the latest edition of our weekly financial markets update: Covid-19. World is at different stages ; Germany. To the bone ; RIP Maastricht ; Fixed income. No place to hide ; Fixed income. More QE ; Equities. A miracle drug? ; Equities. Historic falls ; Equities. Pressure on mobile / internet operators ; […]

Weekly – Investment Adviser

Global melt-downs ? In the latest edition of our weekly financial markets update: What a brutal outbreak ; Is a severe economic crisis inevitable ? ; Covid-19: little transition from melt-up to melt-down ; The Repo market conundrum finally elucidated ? ; What’s next ? ; Fixed income and Currencies. Who will be next to […]

Weekly – Investment Adviser

A question of shape In the latest edition of our weekly financial markets update: Economic recoveries can develop like V, U or Ls ; Demand destruction is confirmed ; But, what about supply? ; Investors’ confidence has taken a hard hit ; Fixed income. Credit carnage ; Fixed income. Once downgrade arc digested, fallen angels […]

Weekly – Investment Adviser

New phase In the latest edition of our weekly financial markets update: The coronavirus epidemic has entered a new phase ; The prolongation of confinements in Chinese cities is delaying economic recovery ; The coronavirus is already having an impact on American eco-nomic activity ; Currencies. Overextended JPY fall ; Currencies. Commodity related currencies review […]

Weekly – Investment Adviser

Boris’ 2nd putsch In the latest edition of our weekly financial markets update: Boris’ acceleration could make the UK skip ; Can the UK afford a Trump-like stimulus?; The BoE will, like the Fed, be under increasing pressure; Currencies. Neither risk-on nor risk-off support the EUR; Currencies. Limited impact expected from the pension form reform; […]

Weekly – Investment Adviser

Acquittal In the latest edition of our weekly financial markets update: White House Race ; Congress will be key; Yuan weakness; Bank of Russia admits local real rates are too high; Like for the yuan last year, trade deal uncertainty is weighting on the GBP; The United States: do they really want to buy Nokia […]

Weekly – Investment Adviser

Did you get your certificate? In the latest edition of our weekly financial markets update: Weekly performances; Filtering investments; Early 2000: the acceleration; Big Tech is not immune; Fixed income. US deficit is not a market worry; Fixed income. Fed sticks to its guns; Indices follow their consolidation plan; Amazon back into the $1,000 billion […]

Weekly – Investment Adviser

PERFORMANCES 2020 Equities Bonds MSCI World +0.6% CHF Corp +0.9% S&P 500 +1.3% US Govt +2.0% Stoxx 600 -0.2% US Corp +2.2% Nikkeï -2.9% US HY +0.2% SPI +1.4% EUR Gvt +2.3% China -2.3% EUR Corp +1.3% Emerging -1.5% EUR HY +0.2% Currencies Commodities USD index +1.6% Gold +4.1% EURUSD -1.6% Silver -0.6% EURCHF -1.5% […]

Weekly – Investment Adviser

PERFORMANCES 2020 Equities Bonds MSCI World +2.2% CHF Corp +0.7% S&P 500 +2.8% US Govt +1.0% Stoxx 600 +1.3% US Corp +1.4% Nikkeï +0.6% US HY +0.7% SPI +2.4% EUR Gvt +1.1% China -2.3% EUR Corp +1.0% Emerging +1.7% EUR HY +0.5% Currencies Commodities USD index +1.2% Gold +2.6% EURUSD -1.1% Silver -0.8% EURCHF -1.1% […]

Weekly – Investment Adviser

PERFORMANCES 2020 Equities Bonds MSCI World +1.4% CHF Corp +0.4% S&P 500 +1.8% US Govt +0.8% Stoxx 600 +0.8% US Corp +0.8% Nikkeï +1.2% US HY +0.7% SPI +0.6% EUR Gvt +0.5% China +1.3% EUR Corp +0.3% Emerging +2.1% EUR HY +0.4% Currencies Commodities USD index +0.7% Gold +2.6% EURUSD -0.4% Silver +1.0% EURCHF -1.0% […]