Points of view of Dorval AM experts

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02/12/2019
Exposure rates of the Dorval Asset Management Range – 29th November 2019
The Brazilian real broke through the symbolic 4.25-to-dollar mark last week, sliding beyond its lows of September 2015 in the midst of President Dilma Rousseff’s impeachment process. 
25/11/2019
Exposure rates of the Dorval Asset Management Range –22nd November 2019
November’s preliminary PMI stats suggest that world economic growth remains sluggish but is no longer deteriorating.
18/11/2019
Exposure rates of the Dorval Asset Management Range –15th November 2019
Investors are still having to dance to the tune of contradictory news on the trade war, but they are now more willing to believe that the world economic cycle will continue into 2020.
08/11/2019
Exposure rates of the Dorval Asset Management Range – 8th November 2019
The yuan moved below the psychological 7-to-the-dollar mark again this week on the back of developments in China-US trade talks.
04/11/2019
Exposure rates of the Dorval Asset Management Range – 31st October 2019
Investor jitters in August, when the word recession was suddenly on everyone’s lips (cf. chart 1), gave way to a clear sense of relief in September and October.
28/10/2019
Exposure rates of the Dorval Asset Management Range – 25th October 2019
Mario Draghi – who will shortly step down – has very skillfully embodied the European Central Bank’s fight to save the single currency and then stage a recovery in the area’s economy.
21/10/2019
Exposure rates of the Dorval Asset Management Range – 18th October 2019
The IMF has downgraded world growth for 2019 and 2020 to 3% and 3.4% respectively vs. 3.5% and 3.6% in projections announced at the start of the year, while perceived political risk is decreasing considerably.
14/10/2019
Exposure rates of the Dorval Asset Management Range – 11th October 2019
As we write, the markets are hoping for some semblance of an agreement between the US and China, as well as a potential deal on Brexit…only time will tell.
07/10/2019
Exposure rates of the Dorval Asset Management Range – 4th October 2019
The poor results from ISM surveys with US companies refocused investors’ attention on the trade war and its detrimental effects, with the lion’s share of the economic shock a result of the collapse in export orders, which have hit their lowest since 2009 (cf. chart 1). 
30/09/2019
Exposure rates of the Dorval Asset Management Range – 27th September 2019
The fresh deterioration in European industry further fueled fears of a recession on the continent over the month. 
23/09/2019
Exposure rates of the Dorval Asset Management Range – 20th September 2019
The OECD has just published its latest world economic outlook projections, with growth expected to be a lackluster 2.9% for 2019 (vs 3.2% expected in May) and 3% in 2020 (vs 3.4% slated previously), which all comes as no surprise.
16/09/2019
Exposure rates of the Dorval Asset Management Range – 13th September 2019
The ECB opted to keep interest rates negative in Europe for a long time at its September 12 meeting, but explicitly stated that governments with fiscal space should act in an effective and timely manner to counter the risk of recession and excessively low inflation.

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