Points of view of Dorval AM experts

Top point of view
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.
Top point of view
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.
Top point of view
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.
Top point of view
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).
Top point of view
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.
Top point of view
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.
06/07/2020
Exposure rates of the Dorval Asset Management Range – 3rd July 2020
The international markets have been trading with no real trends for the past several weeks, and the key question now is the balance between the health situation, support from economic policy and the gradual reopening of economies.
29/06/2020
Exposure rates of the Dorval Asset Management Range – 26th June 2020
The sharp swell in new Covid-19 cases across several states in the US is beginning to raise concerns, but for now, this casts but very few doubts over the general trend towards a gradual reopening of the economy across the pond.
22/06/2020
Exposure rates of the Dorval Asset Management Range – 19th June 2020
Initial economic indications on the post-lockdown period are encouraging, with May’s retail sales recovering much more quickly than expected in the US (cf. chart 1) and the UK.
15/06/2020
Exposure rates of the Dorval Asset Management Range – 12th June 2020
The severe correction on Wall Street on Thursday June 11 – plunging close to 6% – may point to the end of a period of exceptionally fast gains.
08/06/2020
Exposure rates of the Dorval Asset Management Range – 5th June 2020
The reversal on risks is being borne out: cyclical stocks and financials that had been cast aside during lockdown are making a powerful comeback, while safe-haven strategies are struggling.

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