Points of view of Dorval AM experts

Top point of view
19/10/2020
Exposure rates of the Dorval Asset Management Range – 16th October 2020
Tougher restrictions resulting from the second spike in Covid-19 cases in Europe are set to lead to a moderate dip in the continent’s economic activity again out to the end of the year.
Top point of view
12/10/2020
Exposure rates of the Dorval Asset Management Range – 9th October 2020
Just 25 days away from the US presidential election, a growing number of investors are banking on a blue wave victory i.e. a triumph for Joe Biden against Donald Trump, as well as success for the Democrats in the Senate – where Republicans currently hold a majority – and the Democrats hanging onto their majority in the House of Representatives.
Top point of view
05/10/2020
Exposure rates of the Dorval Asset Management Range – 2nd October 2020
Caution remains the watchword, but the second surge in Covid-19 cases in both Spain and France seems to be close to – if it hasn’t already hit – its peak (cf. chart 1).
28/09/2020
Exposure rates of the Dorval Asset Management Range – 25th September 2020
The S&P 500 has now corrected by -10% (cf. chart 1), which is reasonable after overheating this summer on the back of the bubble on certain stocks.
21/09/2020
Exposure rates of the Dorval Asset Management Range – 18th September 2020
Despite the sharp upsurge in Covid-19 cases in Europe along with severe volatility on the Nasdaq, the world economic recovery is supporting sound showings on the equity markets.
14/09/2020
Exposure rates of the Dorval Asset Management Range – 11th September 2020
Volatility on the Nasdaq, Covid-19’s resurgence in Europe along with UK-EU tension are curbing investors’ risk appetite in the short term.
07/09/2020
Exposure rates of the Dorval Asset Management Range – 4th September 2020
The severe correction on the Nasdaq – plummeting 5% on September 3 – and the sharp surge in Covid-19 numbers in Europe are the two features that stand out for the economy and the stock-markets in this post-summer period.
10/08/2020
Exposure rates of the Dorval Asset Management Range – 7th August 2020
The world economy continues to open up, despite the fact that Covid-19 is still very much around.
03/08/2020
Exposure rates of the Dorval Asset Management Range – 31st July 2020
Second quarter earnings reports confirmed the GAFAM’s triumph, which emerged as the winners in the Covid-19 crisis (cf. chart 1).
27/07/2020
Exposure rates of the Dorval Asset Management Range – 24th July 2020
After the world economy was shut down to safeguard populations’ health – and subsequently partially reopened – we are now undergoing a new phase when we have to learn to live with the virus until such times as vaccines are produced.
20/07/2020
Exposure rates of the Dorval Asset Management Range – 17th July 2020
Economic indicators are sending a clear message: moves to reopen economies – even partially – combined with unprecedented support packages are leading to a very robust recovery in consumer spending in developed countries, with retail sales again soaring 7.5% in the United States in June, making up for most of March’s and April’s losses (cf. chart 1). 
13/07/2020
Exposure rates of the Dorval Asset Management Range – 10th July 2020
Upgrades to economic projections continue, but this process still remains hampered by the Covid-19 epidemic. The upsurge in cases in the United States since the start of June is acting as a major stress test for positive scenarios for both the economy and the markets.

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