Total séduit avec le rachat de Maersk Oil, sans être récompensé "Ce n'est pas trop cher. L'opération permet à Total d'acquérir des actifs dans un marché qui n'est pas encore complètement valorisé, et aide Maersk à sortir d'un actif qui n'était pas si stratégique pour ses activités", indique Ion-Marc Valahu, gérant de fonds chez [...]
Oil Major Total's Shares Rise as Analysts Welcome Maersk Oil Deal Ion-Marc Valahu, a fund manager at Geneva-based firm Clairinvest said he thought the price paid for Maersk Oil was a reasonable one for Total. "I think it's positive. It's not too expensive," said Valahu, whose firm owns some Total shares. PARIS — [...]
Oil Major Total's Shares Rise as Analysts Welcome Maersk Oil Deal Ion-Marc Valahu, a fund manager at Geneva-based firm Clairinvest said he thought the price paid for Maersk Oil was a reasonable one for Total. "I think it's positive. It's not too expensive," said Valahu, whose firm owns some Total shares. PARIS — [...]
France Starts Inquiry Into LafargeHolcim's Syria Activities "It (the inquiry) is an issue, but for me it's not too dramatic. We're not talking about a Volkswagen type scandal here," said Clairinvest fund manager Ion-Marc Valahu in a reference to the emissions-cheating affair that engulfed the German carmaker last year. Valahu said he had used [...]
Article accessible here: http://citywireselector.com/news/mixed-assets-to-rule-in-2017-say-top-fund-selectors/a974739?re=43546&ea=373754&utm_source=BulkEmail_Global_Daily&utm_medium=BulkEmail_Global_Daily&utm_campaign=BulkEmail_Global_Daily Leading fund selectors believe mixed assets are the most promising asset class, according to a survey at Citywire Paris 2016. When quizzed on which asset class they believed to be most promising, 46% of international fund buyers and asset allocators said mixed assets had the most potential. While 25% favoured Alternative [...]
Trump bump: European stocks which benefited the most from the US election Ion-Marc Valahu, co-founder and fund manager with Clairinvest told CNBC in a phone interview that the Trump effect was clear, "The whole boat floated in terms of the banking sector. It was already moving higher but the expectation of reflation, less financial regulation [...]
