Points of view of Dorval AM experts

Top point of view
14/01/2019
Exposure rates of the Dorval Asset Management Range – 11th January 2019
The world stock-markets have regained almost 10% since their Christmas low, as excessive pessimism – the polar opposite of the optimism seen this time last year – along with the stronger likelihood of a trade agreement between China and the US are the main factors behind this recovery.
07/01/2019
Exposure rates of the Dorval Asset Management Range – 4th January 2019
2019 is picking up right where 2018 left off – after greater synchronized growth in 2017, followed by diverging trends between the US and the rest of the world in 2018, we are now getting to a synchronised slowdown in 2019.
31/12/2018
Exposure rates of the Dorval Asset Management Range – 28th December 2018
24/12/2018
Exposure rates of the Dorval Asset Management Range – 21st December 2018
The month is not over yet, but it already looks set to be one of the worst Decembers on the US market since 1931, with the S&P500 down more than 10%, the Nasdaq sliding 11% and the Russell 2000 (small- and mid-caps in the US) off 13%, while the last FOMC meeting of the year did not manage to calm investor jitters. 
17/12/2018
Exposure rates of the Dorval Asset Management Range – 14th December 2018
Market economists often describe emerging markets as a combination of the Fed’s monetary policy and growth in China. 
10/12/2018
Exposure rates of the Dorval Asset Management Range – 10th December 2018
The economic cycle was characterised by a surge in the US and a slowdown in Europe and Asia in 2018,
03/12/2018
Exposure rates of the Dorval Asset Management Range – 30th November 2018
Jerome Powell said the right thing: contrary to the previous interpretation from some analysts, the US Federal Reserve has not become a robot programmed to trigger a rate hike every quarter relentlessly to the end
26/11/2018
Exposure rates of the Dorval Asset Management Range – 23d November 2018
The slowing European economy in the first half of the year had been seen as a normalisation in growth rather than a worrisome trend, but recent figures give more cause for concern.
19/11/2018
Exposure rates of the Dorval Asset Management Range – 16th November 2018
The hypothetical end-of-year rally scenario on the world stock-markets hinges heavily on some major political considerations, i.e. Brexit, the Italian crisis and the trade war.
12/11/2018
Exposure rates of the Dorval Asset Management Range – 9th November 2018
Last month’s correction on the Nasdaq brought a full cycle of derating on the equity markets to a close.
05/11/2018
Exposure rates of the Dorval Asset Management Range – 2nd November 2018
The derating cycle on the equity markets kicked off in March in emerging countries, then proceeded to continue over the summer with the Italian crisis, but October may well have marked the final throes with the collapse in growth stocks. 
29/10/2018
Exposure rates of the Dorval Asset Management Range – 26th October 2018
The continued unchecked surge in political and trade risks, the Fed’s rising interest rates, and extreme valuation gaps between US equities and the rest of the world have finally planted the seeds of doubt on Wall Street.

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