Points of view of Dorval AM experts

Top point of view
13/01/2020
Exposure rates of the Dorval Asset Management Range – 10th January 2020
Boris Johnson’s victory at the UK general election on December 12 fueled a sharp surge in the pound and a stellar performance from equities in the country, as the markets welcomed the near-certain prospect of an orderly Brexit at the end of January 2020, and defeat for Jeremy Corbyn’s radical left.
Top point of view
03/01/2020
Exposure rates of the Dorval Asset Management Range – 3rd January 2020
After taking stock of the past year, now it is time to look forward at the outlook for the year ahead. 
Top point of view
30/12/2019
Exposure rates of the Dorval Asset Management Range – 27th December 2019
As 2019 draws to a close, it’s time to take stock of the past year. 
Top point of view
23/12/2019
Exposure rates of the Dorval Asset Management Range – 20th December 2019
Dwindling anxiety on economic growth is bolstering our scenario of an equity bull market broadening to previously forsaken market segments.
Top point of view
16/12/2019
Exposure rates of the Dorval Asset Management Range – 13th December 2019
The MSCI World recently exceeded its previous high hit in January 2018, bringing almost two years of consolidation to an end (cf. chart 1). 
Top point of view
09/12/2019
Exposure rates of the Dorval Asset Management Range – 6th December 2019
The latest contradictory developments in the trade war look set to keep on driving market volatility.
Top point of view
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.

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