Publications & Press

The US economic growth in Q2, revised upward twice, finally stands at 3.8%. French debt continues to increase, with no immediate political solutions in sight. Gold is soaring once again.

In September, we will see the beginning of the U.S. rate-cutting cycle. If the process is measured and well communicated, it will support U.S. companies by lowering their financial burden. This should trigger a repositioning toward so-called riskier assets. Stay diversified.

While the customs duties imposed on the EU and Japan are ultimately a lesser evil, the 39% imposed on Swiss industry is a real blow that is sure to weigh on the prices of many Swiss stocks in the coming quarters.

The third quarter has the potential to be one of “all hazards”, as markets enter it with no real margin of safety. Keeping some cash in reserve to seize opportunities will be the right option in case of bad weather.

US trade policy rocked global confidence in Q2, triggering growth concerns on the back of slumping business and consumer sentiment. Following Trump’s...

Current equity market levels seem to us to price in an “ideal” scenario in the current trade war, even though nothing tangible has yet been finalised. The summer is likely to be a hot one, as tariff uncertainty remains high.

We are proud to announce that Probus Pleion features among Switzerland's most influential independent asset managers...

American exceptionalism, which prevailed in financial markets until recently, has reached its peak, & investors will have to relearn to better diversify...

Consensus expectations have been completely upended in Q1. US exceptionalism is in doubt, as the economy is slowing due to uncertainties...

The US economy is showing signs of running out of steam, at least in the polls. The DOGE budget cuts are beginning to impact growth...

Independent asset management group Probus Pleion has appointed ten partners, bringing the total number to 17. The promotions include...

The Fed has kept rates unchanged at 4.25-4.5% at their March meeting. More importantly, the Fed’s Summary of Economic Projections (SEP)...

The European economy is stabilizing, but not shining, while in the US, the service sector and consumer confidence are showing signs of...

Nothing changes opinions like price, and the MSCI China is outperforming US equities over the past 12 months, not to mention in 2025....

The DeepSeek shock has shaken the American semiconductor and independent power producer sectors. European luxury goods performed rather...