Exposure rates of the Dorval Asset Management Range – 8th April 2019

So are we in the midst of an economic recovery or not ? The latest business surveys suggest that the world economy was on the up for the second month in a row in March, and while this is admittedly not enough to jump for joy yet, a stabilising Chinese economy and the prospect of a US-China agreement definitely mark a vast shift in the situation compared to last year.

This could have a major knock-on effect for the world economy over the months ahead, driving a stock-market outperformance for the most cyclical stocks in our view (cf. chart 1).

Is this the start of an outperformance phase for cyclical stocks?

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