PLEION SA - Gestion De Fortune

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Weekly – Investment Adviser

When the Quad wakes up … In the latest edition of our weekly financial markets update: China is revisiting the Monroe doctrine ; A high – temporary- fragility of India ; China is fueling the Quad resurgence ; Fixed income. Take care of the rates seasonality ; Gold. This is the time of truth ; […]

Weekly – Investment Adviser

Cat and Mouse In the latest edition of our weekly financial markets update: Phase I trade deal: hopes and facts ; Geo-political factors also play a role ; Currencies. The USD is close to an important moment ; Currencies. A crossroad for the CHF ; Equities. Bad week for FAANGs ; and Equities. Good results […]

Weekly – Investment Adviser

Slowbalization installs In the latest edition of our weekly financial markets update: The Great Recession was the turning point ; The five eras of Modern Globalization ; Beyond peak globalization ; Fixed income. Nothing new to expect from the ECB ; Fixed income. The European Recovery Fund to support the Green Bond market ; Equities. […]

PLEION SA among the top 50 Independent Asset Managers in Switzerland – 2020

PLEION SA features among the top 50 Independent Asset Managers in Switzerland -2020 by international financial editor Citywire. This special report reveals, for the second time, Switzerland and Liechtenstein’s most influential independent asset managers. The objective of this project is to provide readers with a detailed overview of the market and an insight into the […]

Quarterly investment review

RETROSPECTIVE US equity markets finish best quarter in more than 2 decades US stocks wrapped up their best quarter in more than 20 years, a remarkable rally after the coronavirus pandemic brought business around the world to a virtual standstill. Just three months ago, investors were lamenting the end of the bull market—and the longest […]

Weekly – Investment Adviser

BeiDu In the latest edition of our weekly financial markets update: History never repeat itself. But it often rhymes… ; China successfully launched its GPS ; Fixed income. The bond market does not embrace the V-shape recovery scenario ; Currencies. Antipodean currencies back to basics ; Equities. 3 unfavorable factors ; and Emerging stocks. A […]

Monthly investment review

STRATEGY AND MACRO Asset Allocation Rosy scenario more likely than dark one 2020 recession will deeply impact economies Great Unknown for 2020-2021 Huge debt and deficits are not an issue yet Risky assets consider pandemic as temporary Liquidity driven Equities are ahead of fundamentals Sovereign bonds still in crisis mode Once again, the tidal wave […]

Weekly – Investment Adviser

Squaring the circle In the latest edition of our weekly financial markets update: CalPERS: a California Saga, season #3 ; Introspection first ; Innovation and new time horizon ; Several challenges ahead ; Currencies. EM currencies should fail to track the risky assets rebound ; Fixed income. Finally, banks rushed to borrow record at the […]

Weekly – Investment Adviser

A scourge for the poor In the latest edition of our weekly financial markets update: Disparate stages of Pandemic ; Ahead of a food crisis? ; Elusive multilateral response ; Currencies. The main central banks decisions are behind us for now ; Equities. Stock market rebound, the fault of millennials called Robinhood, traders? ; Equities. […]

Weekly – Investment Adviser

Great Debasement 2.0 In the latest edition of our weekly financial markets update: A new decade of unbridled creation? ; Gold, this so special ¨currency¨ ; The ultimate White Knight of central bankers? ; Fixed income. Another moment of the ECB’s determination to do whatever it takes ; Currencies. An ECB supported by the German […]