Fed messages all point to inflation 17.02.2022 At the beginning of the year 2022, the FED has come to confirm that the party is definitely over: the dumpsters of cash poured in for years and with which the markets have been stuffed, will irretrievably dry up, and even faster than expected. Because inflation is here [...]
Sanofi ditches mRNA COVID-19 vaccine after rivals' success "The decision to end RNA looks to be interpreted as positive since they will save development costs and concentrate on other products and ventures," said Ion-Marc Valahu, a fund manager at Geneva-based investment firm Clairinvest. Seven. 28 (National Post) -- PARIS - Sanofi is dropping plans [...]
Thanks again to Swissquote for inviting us to Swissquote Trading Day on 24.06.2021. If you missed the discussion between our CIO, Ion-Marc Valahu, and Thomas Veillet, you can find the replay here.
CLAIRINVEST PARTICIPATES IN THE SWISSQUOTE TRADING DAY 24.06.2021 | Event @home Organized again over one day, the Swissquote Trading Day will take place on Thursday 24 June 2021, from 12:00 p.m. to 6:00 p.m.. The event will be broadcast live on your screens from the SwissTech Convention Center of the École Polytechnique Fédérale de Lausanne. The last few months have [...]
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 to the macro context of the month of May and 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 [...]
