Month: March 2021
Noticeable inflections In this latest edition of our weekly investment strategy update: Main Street’s quest for revenge ; ¨Spring clean-up¨ by certain central banks ; A redux of 2013? ; Currencies. Decision time looming ; Fixed income. ECB finally did what it said ; Currencies. The SNB is lagging all other central banks ; Equities. […]
Of US hare & Europe tortoise In this latest edition of our weekly investment strategy update: A new variation of hyper vs hypo active ; Europe takes its feet in the carpet with the sanitary crisis ; Fiscal stimulus, deficits, and creative means of action ; The European turtle lags, for now… ; Fixed income. […]
Global recovery from Q2 Favorable pandemic developments and intense reflation are converging. Expect reopening to occur from spring, favoring the acceleration of activity pace. Early signs of liquidity peak In G-4 countries, marginal production of investable liquidity decelerated recently. Global liquidity is also giving early signs of reaching a peak. G-Zero world. US less centric, […]
Let’s Twist again In this latest edition of our weekly investment strategy update: History never repeat itself, but it often rhymes (M. Twain) … ; The mechanics of YCC, now and then ; Currencies. Powell did not convince markets ; Fixed income. ECB meeting to be more talk than action ; Equities. Transition phase ; […]
PLEION SA features among Switzerland’s top 50 Independent Asset Managers 2021. In this third edition, Citywire focuses on the opportunities and the challenges for independent Asset Managers, especially with the Covid-19 pandemic. Click here to read the report.
Entering learning zone In this latest edition of our weekly investment strategy update: When the best is the enemy of the good ; End of bonds’ artificial coma ; Fixed income. Too fast, too furious ; and Equities. The green theme is oversold . Click here to read our weekly financial markets update report. […]