Exposure rates of the Dorval Asset Management Range – 7th September 2018

"Analysing the world, deciding on portfolios, explaining what we do"
Gustavo Horenstein
Fund Manager. Economic Research and Asset Allocation
We are now just two months away from the US midterm elections and voting is set to take place in an economically thriving country near full employment with gradually normalising wages (+2.9% in August) and prices (+2.0% in July for the PCE deflator, excluding food and energy). 

Consumer confidence has hit a high unseen since 2000, while business surveys testify to strong moral and a faster pace of investment. Additionally, fiscal stimulus will continue driving growth for several quarters to come, despite the ongoing monetary policy tightening that lies ahead.

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