Clairinvest expands its team and develops its know-how with the arrival of Louis Sénéclauze and the launch of its first Actively Managed Certificate (AMC). AMC Perpetual Capital (ISIN CH1110988172) will invest in listed US stocks, following a bottom-up analysis strategy, under the leadership of Ion-Marc Valahu and Louis Sénéclauze. The AMC is looking for companies with a high return on capital [...]
Back on the macro context of May and on the adventures of Elon Musk. May's macro context This month, US inflation figures came out much more alarming than expected at 4.2% on an annual basis against 3.6% expected. L’inflation «core» (excluding energy and food) spring to 0.9% out of [...]
We are pleased to announce that our fund Clairinvest Cosmopolitan Global is shortlisted for the HFM European Performance Awards in the category Macro under $500m. The winners will be announced on July 6th. 2021. To see other Clairinvest awards received over the years, Click here.
Joe the not so sleepy - Posted in invest.ch - 12.05.2021 "Sleeping Joe"? But where did Donald Trump get this expression to qualify his opponent in the presidential elections?? "Sleeping Joe"? A man who turns out to be hyperactive, domestically and internationally? A man who 100 days administered more than 240 [...]
Article published in invest.ch on 11.03.2021 One more time, the future of public debt has returned to center stage this month. It must be said that by winning 20 points of GDP in the space of a year in France and at least 30 Points in Italy, There is something to ask the [...]
(BN) Germany Splurges $5.9 Billion to Foster Auto-Sector Restart ________________________________________ Germany Splurges $5.9 Billion to Foster Auto-Sector Restart (1) 2020-11-18 07:27:33.6 GMT By Arne Delfs, Birgit Jennen and Naomi Kresge (Bloomberg) -- Germany’s auto industry secured 5 billion euros ($5.9 billion) in government aid to help weather the coronavirus crisis and invest in the transition [...]
