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See all our Analysis- 10.02.2025
The benefits of Japanese reflation - February 10, 2025
After accounting for 40% of the market capitalization of the MSCI World in the 1980s, the Japanese market now represents just 5.3% - but still 14% for the MSCI World with equal weighting. Best known for its export champions, the Japanese stock market is now benefiting from a domestic reflation that is taking shape, as well as improved treatment of minority shareholders.
Read - 04.02.2025
AI “bubble”: where do we stand?
Like the Internet and mobile telephony in 1999/2000, the AI boom is poised to produce a potentially destabilizing valuation bubble. Where do we stand on this front, as the AI world suffers its first shock with the arrival of low-cost ?
Read - 28.01.2025
The economic and stock market consequences of a weak euro against the dollar - 27 january 2025
Donald Trump's threats on trade have led the euro to almost reach its 2022 undervaluation record against the dollar in terms of deviation from purchasing power parity. This situation will not translate into strong macroeconomic competitiveness for the euro, but it does offer strong support for the profits of major European multinationals.
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Dorval AM Corporate
See all our news- 03.01.2024
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 - 07.12.2022
Warning – identity theft at Dorval Asset Management – October 12, 2022
Read - 12.04.2022
Information on funds managed by Dorval Asset Management
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