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Category: Weekly

Weekly Investment Strategy

Putin steps back on the gas In this latest edition of our weekly investment strategy update: A stalemate situation after Geneva summit, really? ; Natural resource provider of last resort ; Currencies. Emerging central banks have already done too much? ; The Commodity Supercycle ; Uranium ; Industrial metals, and Fossil fuels. Click here to […]

Weekly Investment Strategy

Watch for CBDCs… In this latest edition of our weekly investment strategy update: Private cryptocurrencies, a long-term ¨threat¨ ; Traceability of transactions and public power ; CBDC as an additional toolbox for economic / monetary policy ; Fixed income. ECB reality check ; Fixed income. Green bond revolution ; Equities. S&P 500, still this famous […]

Weekly Investment Strategy

Rectifications… In this latest edition of our weekly investment strategy update: Who is Li Guangman?; Both global and domestic contexts play a role; and Fixed income. The 2 sides of the same coin. Click here to read our weekly financial markets update report.   Disclaimer This document is solely for your information and under no […]

Weekly Investment Strategy

Ultimately, Long Time counts too In this latest edition of our weekly investment strategy update: Technology transcends speed and infinitesimal; The revenge, the awakening, of the Long Time; Fixed income. Powell wants to wait on Fed taper; Fixed income. European inflation linked bonds continue to catch-up; Equities. A stressful time for the automotive industry; and […]

Weekly Investment Strategy

Schadenfreude In this latest edition of our weekly investment strategy update: The ¨betrayal¨ of the PMI ; The misfortune of some makes – a few – others happy ; (Taper) talk is cheap ; Currencies. FX markets are in a ‘twilight zone’ ; Equities. This powerful 50-day moving average! and Equities. China, the return to […]

Weekly Investment Strategy

Biden Ideologic Shift In this latest edition of our weekly investment strategy update: End of a neoliberal doctrine, in force for 40 years ; The new route, from capital to labor ; Fixed income. Bond managers capitulation vs. institutional structural appetite ; Currencies. RBNZ will start hiking this week ; Equities. Biotechs Covid, ephemeral companies […]

Weekly Investment Strategy

Noise and signal In this latest edition of our weekly investment strategy update: Pandemic spells long lasting macro-volatility ; Growing divergences below the surface ; Currencies. Quantitative tightening roadmap ; and Equities. Probable consolidation. Click here to read our weekly financial markets update report.   Disclaimer This document is solely for your information and under […]

Weekly Investment Strategy

Overthink In this latest edition of our weekly investment strategy update: A very fluid post-pandemic landscape ; Are stagflation fears realistic? ; Fixed income. ECB reacting out of time ; Fixed income. Unexpected PBoC announcement sends a bad signal ; Equities. The Delta variant, is it too much ? ; Equities. Full takeover of Beijing […]

Weekly Investment Strategy

A thorn in the flesh In this latest edition of our weekly investment strategy update: Side effects of housing price inflation ; The Fed has been throwing fuel on the fire ; Fixed income. Another successful month for the ECB ; Currencies. King dollar ; and Actions. Three bad news. Click here to read our […]

Weekly Investment Strategy

Heterogenous In this latest edition of our weekly investment strategy update: ¨Inflation¨, this strange animal ; The mega-trend of last decades: secular disinflation ; Pandemics is significantly impacting on cyclical inflation ; Currencies. A cautiously optimist BoE ; Currencies. The CHF still caught between a rock and a hard place ; Equities. Confirmation of technical […]