Exposure rates of the Dorval Asset Management Range –25th February 2019

Over the past few weeks, the US and Chinese governments’seeming determination to come to some sort oftrade agreement has bolstered our scenario for a softlanding on the back ofeasing political risk.

Admittedly nothing concrete has yet emerged, but there has been a shift in tone, and President Trump is even considering pushing back the March 1 deadline, giving both sides more time for negotiations.

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