Points of view of Dorval AM experts

Top point of view
20/05/2019
Exposure rates of the Dorval Asset Management Range – 20th May 2019
After the sudden hike in US border tariffs on Chinese imports at the start of the month, investors are now caught up in the cross-fire of the trade war again. China is retaliating gradually but surely, firstly by slightly upping duties on some US imports ($60bn), then by the drop in the yuan that is set to follow.
Top point of view
13/05/2019
Exposure rates of the Dorval Asset Management Range – 13th May 2019
After an easing on the political front that seemed to point to a US-China trade agreement, the US administration’s decision to ratchet up border tariffs on $200bn of Chinese goods from 10% to 25% came as a severe blow to the markets.
Top point of view
06/05/2019
Exposure rates of the Dorval Asset Management Range – 5th May 2019
Fund managers are all asking the same question, driven by the old stock-market saying “Sell in May and go away”, i.e. after a sharp surge on the financial markets since the start of the year, is it maybe time to divest and get ready for the holidays? 
Top point of view
29/04/2019
Exposure rates of the Dorval Asset Management Range – 29th April 2019
According to the first advance estimate, US GDP came out well ahead of expectations for the first quarter of the year, rising at an annual pace of 3.2% as compared with 2.3% expected. 
23/04/2019
Exposure rates of the Dorval Asset Management Range – 23th April 2019
European business surveys have been stuck on lacklustre levels since the start of the year, while the equity markets have surged dramatically (cf. chart 1), with a particularly forceful rebound for the most cyclical stocks over recent weeks, including the much-maligned banking sector.
15/04/2019
Exposure rates of the Dorval Asset Management Range – 12th April 2019
It is not as if it really needed to be demonstrated, but the impact of sound Chinese indicators on the world markets once again confirmed China’s hefty influence on the world economy.
08/04/2019
Exposure rates of the Dorval Asset Management Range – 8th April 2019
So are we in the midst of an economic recovery or not ? The latest business surveys suggest that the world economy was on the up for the second month in a row in March, and while this is admittedly not enough to jump for joy yet, a stabilising Chinese economy and the prospect of a US-China agreement definitely mark a vast shift in the situation compared to last year.
01/04/2019
Exposure rates of the Dorval Asset Management Range – 29th March 2019
To the casual stock-market observer, recent events are enough to make anyone’s head spin: despite the world equity markets surprising everyone by recovering more than 10% since the start of January, there has never been so much talk of the risk of recession in the US.
25/03/2019
Exposure rates of the Dorval Asset Management Range – 22nd March 2019
18/03/2019
Exposure rates of the Dorval Asset Management Range – 15th March 2019
After world economic indicators slid over the past year, economists and investors are now keeping an eye out for any early signs of a recovery.
11/03/2019
François-Xavier Chauchat
Exposure rates of the Dorval Asset Management Range – 8th March 2019
After months of panic drove world stock-markets down and then up, it looks like they have finally embarked on a phase of consolidation.
04/03/2019
Exposure rates of the Dorval Asset Management Range –04th March 2019
Economic indicators continue to deteriorate, but fiscal and monetary steps taken across the board point to an improvement in the growth outlook over the months ahead.

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