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Analysis
See all our Analysis- 7/23/24
Internal dynamics at the root of market rotation - 22 July 2024
As the Northern Hemisphere winds down for the summer, investors are turning their thoughts to what might be profitable themes in the second half of 2024, as evidenced by an intense factor and sector rotation on the markets. The most successful stocks of recent months (tech and luxury-goods giants, major manufacturers of anti-obesity drugs etc.) are being sold off in favour of others.
Read - 7/17/24
Could Fed cuts drive broader stock market performance? - 15 July 2024
A cornerstone of the global financial markets, the US Federal Reserve may be about to lower its rates. This could bolster market performance beyond the “Magnificent Seven” stocks, but other factors are also at stake.
Read - 7/10/24
Do falling property prices pose a threat to the economy? - 8 July 2024
Falling property prices in France have cast doubt on the prospect of a gradual economic recovery. However, the causal link between property prices and the general economic cycle must, crucially, be put into perspective.
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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 - 12/7/22
Warning – identity theft at Dorval Asset Management – October 12, 2022
Read - 4/12/22
Information on funds managed by Dorval Asset Management
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