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Category: Weekly

Weekly Investment Strategy

Reordering In this latest edition of our weekly investment strategy update: Good luck Joachim; Signs of overweight USD fatigue; Currencies. An immune pound to political noise; and Equities. The UK stock market becomes attractive. Click here to read our weekly financial markets update report.   Disclaimer This document is solely for your information and under […]

Weekly Investment Strategy

Morphing globalization In this latest edition of our weekly investment strategy update: A broader look; China and Yuan. Latest actions do not corroborate statements; Fixed income. Tighter monetary policy is coming; Equities. The Fed will not derail the bull market in 2022; and Equities. Many analysts recommend Chinese equities. Click here to read our weekly […]

Weekly Investment Strategy

Benign neglect? In this latest edition of our weekly investment strategy update: Apart from energy, markets don’t really care; Currencies. A SNB against the flow; Equities. Omicron is challenging models; and Equities. California pressure on the solar industry. Click here to read our weekly financial markets update report.   Disclaimer This document is solely for […]

Weekly Investment Strategy

A German shift? In this latest edition of our weekly investment strategy update: A flamboyant green tandem; RealPolitik or getting tougher on China?; Nord Stream 2 – The big thorn in the flesh; Fixed income. Baby steps toward normalization; Fixed income. Further decoupling of Chinese government bonds; Equities. Rise in indices for the end of […]

Weekly Investment Strategy

The art of Pivot In this latest edition of our weekly investment strategy update: Anatomy of Jerome’s 2.0 Pivot; You can’t get it all!; Fixed income. Tactical opportunities in credit; Equities. Support areas; and Equities. European Union proposes an infrastructure plan. Click here to read our weekly financial markets update report.   Disclaimer This document […]

Weekly Investment Strategy

Blurred In this latest edition of our weekly investment strategy update: Late Fall is known for its rather markets’ favorable seasonality, right?; Casino-Royale at “Hedge-Funds land”; Back to – liquidity – basics; Fixed income. Fed 0 – Covid 1; and Equities. The trigger for a consolidation is the new Omicron variant. Click here to read […]

Weekly Investment Strategy

A splendid self-isolation In this latest edition of our weekly investment strategy update: Back to the future; Leading geopoliticians are concerned; The mistrust of credit / over-indebtedness continues; Lower contribution to world growth; Currencies. Strong CNY despite headwinds; Currencies. The CHF conundrum; and Equities. Powerful winter Covid wave pushes the technology sector. Click here to […]

Weekly Investment Strategy

A dangerous double game In this latest edition of our weekly investment strategy update: Stagflation scare… confirmed; Notwithstanding central banker claim, inflation surge is not temporary!; A durable revival of anti-inflation assets?; Currencies. King dollar is back; Equities. A mixed vision in the short-term; Equities. A single and international carbon tax? Tough. Click here to […]

Weekly Investment Strategy

The SCM (Smallest Common Multiple) In this latest edition of our weekly investment strategy update: A plausible pandemic excuse, for a while; R.I.P. TPP; Fixed income. The long-waited taper is on!; Fixed income. Volatility comes from outside the US; Equities. A short-term pause is desirable, but uptrend intact; Equities. A single and international carbon tax? […]

Weekly Investment Strategy

Rusted by the rain In this latest edition of our weekly investment strategy update: US consumers feel the pain ; Fixed income. Global front-end yields spike ; Currencies. Commodity currencies are leading the pack ; Equities. Year-end-rally ; and Equities. The COP 26.t Click here to read our weekly financial markets update report.   Disclaimer […]