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PLEION Investment Adviser - Gestion De Fortune

Month: May 2022

Investment Strategy opportunities - March 19

Monthly Investment Review

10 May 2022

Global vision Long-term macro regime. Towards shorter and risker cycles than in past decades Imbalances, debt, sticky / resilient inflation, and geopolitics argue for more cyclicality and variations in economic cycles Financial conditions will continue tightening. After plateauing in T4 2021, global liquidity has started to contract in 2022. Higher oil prices and sanctions on […]

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