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 [...]
European shares lifted by late surge in Deutsche Bank "Clairinvest fund manager Ion-Marc Valahu added he did not have concerns over Deutsche Bank's financial position, given how Deutsche Bank and other euro zone lenders have access to the European Central Bank's 'LTRO' liquidity programmes. "They are well capitalized. They have access to the LTROs, so [...]
This event brought together 20 cyclists who cycled more 400 kms between Lugano and Geneva, for a total vertical drop 6000 meters! The Clairinvest team is delighted to have participated in this "tour" in a spirit of performance and good humor.
European shares slip as healthcare stocks lose ground "Some people in the market had been positioned for a bit more stimulus from the ECB, but the sell-off has not been too dramatic. We are having a little bit of a consolidation after reaching highs earlier in the week," said Clairinvest fund manager Ion-Marc Valahu. [...]
European shares slip; Wienerberger, Carlsberg drop after results "European bank stocks need to pick up for the rest of the European market to push on higher again," said Clairinvest fund manager Ion-Marc Valahu. * STOXX 600 falls, stalling after hitting 7-week highs * Wienerberger and Carlsberg fall after results * European stocks underperform U.S. equity [...]
Travel stocks fall after France attack, weigh on European shares "I don't hold any of the European travel stocks. There's too much competition and margins are low," said Clairinvest fund manager Ion-Marc Valahu. * Travel stocks fall after attack in French city of Nice * Swatch shares slump after profit warning * Richemont shares also [...]
