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Analysis
See all our Analysis- 4/24/24
European policy mix good news for financial markets - 22 April 2024
An economic recovery in Europe seems increasingly likely. But it is particularly the prospect of a recovery orchestrated by monetary policy rather than fiscal policy that appeals to the financial markets.
Read - 4/17/24
The downside to American prosperity - 15 April 2024
Perhaps the best surprise of the past year and a half was the disinflation without increased unemployment (“immaculate disinflation”) seen in 2023. However, this trend seems to have stalled in the US in the first three months of 2024.
Read - 4/10/24
The consequences of a more favourable European scenario - 8 April 2024
The scenario of a European economic recovery accompanied by an easing of the monetary environment is gradually taking shape. The small- and mid-cap segment could benefit from this.
As tensions between Israel and Iran raise oil prices and result in profits being taken on financial markets, one of the problems facing the world economy – European stagnation – finally appears to be improving. According to surveys published by S&P Global, the eurozone composite PMI rose back above 50 in March and is continuing to catch up with the rest of the world (cf. chart 1).
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Dorval AM Corporate
See all our news- 1/3/24
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 - 10/4/23
AVISO A LOS PARTÍCIPES DEL FONDO DORVAL CONVICTIONS
Read - 12/7/22
Warning – identity theft at Dorval Asset Management – October 12, 2022
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