PLEION Investment Adviser - Gestion De Fortune

Category: Publications

Investment News – 03 November 2020

The Semdex Index lost 0.59% last week. LOTTOTECH LTD was the best performer, with an increase of 2.25%, while the worst performer was P.O.L.I.C.Y. LTD with a loss of 6.57%. The Euro Stoxx 50 Index lost 7.52%, closing at 2’958.21. PROSUS NV was the best performing stock, increasing 8.04%, while SAP SE was the worst […]

Investment News – 27 October 2020

The Semdex Index gained 0.14% last week. ALTEO LTD was the best performer, with an increase of 6.90%, while the worst performer was P.O.L.I.C.Y. LTD with a loss of 8.95%. The Euro Stoxx 50 Index lost 4.23%, closing at 3’105.25. BANCO SANTANDER SA was the best performing stock, increasing 4.17%, while SAP SE was the […]

Investment News – 19 October 2020

The Semdex Index was flat last week. BLUELIFE LTD was the best performer, with an increase of 5.26%, while the worst performer was OMNICANE LTD with a loss of 5.80%. The Euro Stoxx 50 Index lost 0.84%, closing at 3,245.47. SAFRAN SA was the best performing stock, increasing 5.61%, while AXA SA was the worst […]

Quarterly investment review

ASSET ALLOCATION In Q2 and Q3 advanced economies managed to avoid disruptions of their capital / credit markets and to engineer a tentative recovery. The resiliency of the pandemic, as well as the growing cautiousness of consumers / firms necessitate further – decisive – actions. A more solidary and reinforced Europe siding with a different […]

Investment News – 12 October 2020

The Semdex Index lost 0.59% last week. UNITED DOCKS LTD was the best performer, with an increase of 4.90%, while the worst performer was MEDINE LTD with a loss of 12.12%. The Euro Stoxx 50 Index gained 2.58%, closing at 3’273.12. ANHEUSER-BUSCH INBEV SA/NV was the best performing stock, increasing 10.24%, while KONINKLIJKE AHOLD DELHAIZE […]

Investment News – 05 October 2020

The Semdex Index lost 2.66% last week. BLUELIFE LTD was the best performer, with an increase of 3.09%, while the worst performer was MUA LTD with a loss of 7.05%. The Euro Stoxx 50 Index gained 1.72%, closing at 3’190.93. ESSILORLUXOTTICA was the best performing stock, increasing 9.37%, while BAYER AG-REG was the worst performing […]

Investment News – 29 September 2020

The Semdex Index lost 1.10% last week. NEW MAURITIUS HOTELS LTD was the best performer, with an increase of 3.60%, while the worst performer was MEDINE LTD with a loss of 13.44%. The Euro Stoxx 50 Index lost 4.47%, closing at 3’137.06. ADYEN NV was the best performing stock, increasing 4.76%, while BNP PARIBAS was […]

Investment News – 21 September 2020

The Semdex Index lost 0.21% last week. OMNICANE LTD was the best performer, with an increase of 6.38%, while the worst performer was UNITED BASALT PRODUCTS/THE with a loss of 6.25%. The Euro Stoxx 50 Index lost 0.97%, closing at 3’283.69. ADYEN NV was the best performing stock, increasing 10.76%, while ING GROEP NV was […]

Investment News – 15 September 2020

The Semdex Index lost 0.94% last week. CAUDAN DEVELOPMENT was the best performer, with an increase of 2.11%, while the worst performer was SBM HOLDINGS LTD with a loss of 6.15%. The Euro Stoxx 50 Index gained 1.69%, closing at 3’315.81. DAIMLER AG-REGISTERED SHARES was the best performing stock, increasing 7.05%, while NOKIA OYJ was […]

Monthly investment review

Strategy and Macro Asset Allocation Financial repression continues With Fed shift from re-liquefaction to reflation (Too) Prudent institutions at odds with gambling retail investors U-shape economic recovery Pandemics not over, but no global lockdown Weak USD if favorable for financial markets Prefer credit and inflation linked bonds Economic fear remains dominant, considering the current deterioration […]