Author: BCB & Partners S.A.
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. […]
These Disturbing Digital Friends In this latest edition of our weekly investment strategy update: The support of structural and cyclical factors ; A series of unquestionable victories ; A tricky dilemma for policymakers ; Fixed income. Inflation is on everyone’s lips ; Currencies. Higher yields, lower dollar ; Equities. The market believes in Janet Yellen’s […]
Geneva-based PLEION has opened an office in Verbier, the company announced. In a statement, the company said this is a way to continue to build a relationship with its clients in Switzerland. The statement reads: “Domestic clients are a priority for the group and represent more than half of the assets under management (CHF 2bn)”. […]
On 1 February 2021, PLEION opened an office in Verbier in order to continue to build a close relationship with its clients in Switzerland. Domestic clients are a priority for the Group and represent more than half of the assets under management (CHF 2 billion). With offices in Geneva, Bern, Nyon, Sion, Zurich and now […]
PLEION is opening an office in Verbier. The Genevan wealth manager will take over offices vacated by Landolt, a Swiss private bank recently sold to Oddo-BHF. Geneva-based PLEION is hiring two bankers from a local rival to open an office in the upscale ski resort popular with wealthy Brits, CEO Patrick Héritier told finews.com. The office will be […]
Elon big gamble In this latest edition of our weekly investment strategy update: Iconoclastic visionary or megalomaniacal adventurer? ; Non-benign stakes for Tesla ; Fixed income. Time for upgrades ; So, where to find value? ; and Equities. After liquidity, back to fundamentals. Click here to read our weekly financial markets update report. Disclaimer […]
Middle-East effervescence In this latest edition of our weekly investment strategy update: Biden takes a clear bend ; Towards the end of the Middle-East oil rent ; Towards a complex triangulation? ; US probably can’t afford a rupture ; Currencies. Towards an USD pause or more strengthening to come ; Currencies. More than limited BoE […]