“The impact baffles me -- people can get very crazy and it can get very bad,” Ion-Marc Valahu, co-founder and fund manager at Clairinvest in Geneva. “So far earnings have been pretty good and we have two major banks today and we’ll see if that can turn the picture around. Oil needs to find a [...]
Ce mois-ci, Clairinvest a 5 ans ! Et c’est évidemment grâce à vous : soyez-en vivement remerciés ! Mais 5 ans, c’est également l’horizon d’investissement recommandé et donc l’occasion d’apprécier pour la première fois la gestion de vos portefeuilles sur une période d’observation pertinente, et de constater que l’objectif recherché est bel et bien atteint [...]
(BN) Nimbler Swiss Mid Caps Outpace Giants as UBS Wealth Says Bu y (1) “Unless you are exporting your goods outside Europe, you aren’t doing that bad,” said Ion-Marc Valahu, co-founder and fund manager at Clairinvest in Geneva. “Mid caps depend more on the local economy, and the economy in Switzerland isn’t doing so poorly. [...]
"Solar prices have plummeted and there's no incentive in buying a Tesla when the oil price is so cheap," said Clairinvest fund manager Ion-Marc Valahu. REFILE-Short sellers swim against climate change tide * Record short interest levels at some solar firms -Markit * Low oil prices have put pressure on the sector By Sudip Kar-Gupta [...]
Ion-Marc Valahu est interviewé par Dukascopy TV - 12.11.2015 Accédez à la vidéo complète en cliquant sur l'image ou ici.
Ion-Marc Valahu est interviewé par Bloomberg - 04.11.2015 “There’s less risk in equities because people can easily get out of the market,” said Valahu. “In the credit market, there are liquidity issues because nobody is a buyer of last resort.” (BN) Risk Fades Faster in Europe Stocks Than Bonds on QE Prospec t (1) [...]
