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Analysis
See all our Analysis- 27/03/24
The recovery of European financials - 25 March 2024
After crippling European stock markets from 2007 to 2020, financial stocks are now contributing strongly to the return to favour of European equities. This theme is making less noise than that of AI, but it is powerful and remains undervalued.
Read - 20/03/24
The enigma of small caps... or of large ones ? - 18 March 2024
The underperformance of European small caps against indices is filling a lot of column inches. Is it all an illusion or a genuine issue ?
Since the start of the recovery of the stock market – i.e. when it was at its lowest ebb in November 2022 – European small caps appear to be lagging behind the rest of the market.
Read - 12/03/24
Equal weighting: an effective weapon against the sudden rise of specific risks - 11 March 2024
Propelled by the theme of AI, stock market indices are surging towards what could in part be a bubble; but a particular type of bubble, given that it entails risks that are specific to a few companies. Equal weighting of portfolios and themes is an appropriate response to this new challenge, making it possible to invest in bull markets while limiting these risks.
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Dorval AM Corporate
See all our news- 03/01/24
Louis Bert entrusts the management of the Dorval Convictions and Dorval Convictions PEA funds to its team
« After 15 years of close collaboration with Sophie, Gustavo and François-Xavier, it is with great serenity that I hand over the reins to them for good! »
Read - 07/12/22
Warning – identity theft at Dorval Asset Management – October 12, 2022
Read - 12/04/22
Information on funds managed by Dorval Asset Management
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