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Investment Strategy – July 2018

Macroeconomy Temporary slowdown The recent leading indicators carried some important signals for policymakers. Accelerating growth in the US was counterpoised by greater uncertainty about economic growth trajectories in the Eurozone, UK and Japan. Emerging markets meanwhile showed increased signs of stress as exports fell amid a downturn in global trade. Forward-looking indicators showed especially worrying […]

Robert-Philippe Bloch joins Board of Plurigestion

M. Robert-Philippe Bloch joins the board of Plurigestion. Bloch has a long experience in swiss private banking after his diplomatic career. He is also member of the board of Salt SA. Since 1st of July, the presidency of the board of Plurigestion has been handed over to Patrick Héritier. Sonia Casoni is taking over as […]

Investment Strategy – June 2018

Macroeconomy The infernal T…rio Over coming months, investors must carefully monitor the three following issues: Trump, Tariffs and ¨Technos¨. Trump. The US President is actually beleaguered on three fronts: politics, economics and defense. Important developments are soon expected to unfold on Mueller investigation on trade and potentially with North-Korea / in the Middle-East. If US […]

Plurigestion SA (Switzerland) is proud to announce the launch of PLEION SA (Luxemburg)

Plurigestion SA (Switzerland) is proud to announce the launch of PLEION SA in Luxemburg. The purpose of PLEION SA (Luxemburg) is to bring together under one structure, the different companies established over the years in order to offer a wide range of services to a demanding clientele. Additionally, this step allows the company to enlarge […]

Investment strategy – May 2018

Macroeconomy Macro OK, but with more heterogeneity Global growth will remain solid over coming couple of quarters. Synchronization is still ok, but with declining homogeneity. In spite of early signs of deceleration, the pace of global expansion will stay superior to long-term trend rates. Consumer sectors have not markedly decelerated, though the latest rise in […]

Investment strategy – April 2018

Macroeconomy A major change occurred in the past months following the Trump fiscal package. Indeed, the US economy will receive a shot in the arm through the recent massive tax and spending. The magnitude and the duration of this reform is significant. It will derail the trajectory of the US economy from its ¨secular stagnation¨ […]

Investment strategy – March 2018

Hold on to your hat! Courtesy of central banks’ repression of volatility, greed gradually overcame fear, namely for yield hungry investors. ¨Cryptomaniacs¨ first took the tall, as policymakers (in Asia) and financial sector (in Anglo-Saxon countries) joined forces to strangle this ¨corrosive and dangerous¨ means of speculation. This was considered sort of adventures as being […]

Investment strategy – February 2018

Strategy So spoiled Preconditions for an eventual debt shock / crisis are multiplying. It will definitely happen in coming years. But predicting its timing is, unfortunately, impossible. Before that, short to medium-term, the odds of a ¨normal¨ fixed income correction are rising. It could well coincide with a phase of ¨irrational exuberance¨ i.e. a melt-up […]

Investment strategy – January 2018

Strategy Expect different interactions between business and financial cycles Geopolitics is fluid and will remain so in 2018. The near term macro-landscape is more supportive than in last years, with very good visibility. Central banks will refrain from repressing all volatility like it did over the past several years. This will gradually come to an […]