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PLEION Investment Adviser - Gestion De Fortune

Month: March 2022

Investment strategy -

Monthly Investment Review – 14 March

14 March 2022

Global vision Long-term macro regime. Prepare for shorter and brisker cycles vs last decades Imbalances, debt, sticky / resilient inflation, and geopolitics argue for more cyclicality and variations in economic cycles Financial conditions will continue tightening. After plateauing T421, global liquidity has started to contract in 22 because of central banks, higher oil prices and […]

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