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Analysis
See all our Analysis- 7/7/25
The issue of profits in Europe - July 7, 2025
We have been hearing a lot lately that European companies' profits are disappointing compared to those of their US counterparts, and that the decline of the dollar is a major cause. However, a closer look at the data suggests that these claims need to be qualified.
Read - 6/30/25
Wall Street's revenge and the allocation strategy - June 30, 2025
With new records on the S&P 500, the ‘anything but US assets’ consensus among asset allocators has been reversed in recent weeks. These rotations have had little impact on our global funds, as our strategies are based on selecting promising themes, regardless of their origin.
Read - 6/23/25
Geopolitical risks, volatility, and hedging - June 23, 2025
Geopolitical tensions, such as those we are currently experiencing, almost always lead to increased volatility in financial markets. In the case of the conflict between Israel and Iran, this increase has remained relatively contained, providing a window of opportunity to implement hedging strategies at a reasonable cost.
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Dorval AM Corporate
See all our news- 7/3/25
MERGER - ABSORPTION of the DORVAL MANAGEURS EUROPE mutual fund by the DORVAL DRIVERS EUROPE mutual fund
Read - 7/1/25
Natixis Wealth Management completes acquisition of Dorval Asset Management
Natixis Wealth Management, a leading wealth management provider, announces the completion of its acquisition of Dorval Asset Management, an asset management company specialising in flexible strategies, European equities and diversified international management.
Read - 6/27/25
NOTICE TO UNITHOLDERS OF THE FUND DORVAL GLOBAL VISION
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