Points of view of Dorval AM experts

Top point of view
01/03/2021
Exposure rates of the Dorval Asset Management Range – 26th February 2021
With US long-term rates surging at a faster pace, the theme of excess is making an appearance on the markets. 
Top point of view
22/02/2021
Exposure rates of the Dorval Asset Management Range – 19th February 2021
The speedy surge in US rates is the downside of the expected economic boom, while very solid corporate earnings for 4Q 2020 represent the positive flipside – posting very strong showings at a time when the world economy still remained far removed from its usual pace of growth.
Top point of view
15/02/2021
Exposure rates of the Dorval Asset Management Range – 12th February 2021
Investors are naturally raising questions on the risk of excesses, as they almost all agree on the same main scenario of an expected economic recovery along with an acceleration in themes related to the world of the future. The matter of inflation has made a striking incursion to feature among these risks, although it looks somewhat premature at this point (cf. chart 1).
Top point of view
08/02/2021
Exposure rates of the Dorval Asset Management Range – 5th February 2021
The main scenario for Europe is still for countries to bring the pandemic sufficiently under control to gradually be able to reopen the worst hit sectors from the spring onwards, despite the spread of new variants. These prospects – alongside strong showings for the world economy – are keeping upward pressure on the equity markets.
Top point of view
01/02/2021
Exposure rates of the Dorval Asset Management Range – 29th January 2021
“Robinhoods” have made an incursion onto the stock-markets, bringing with them concerns of a bubble: these fears are legitimate but should be put into perspective, as these events take place against a backdrop of a more robust world economy than expected that is set to pick up the pace in the spring to boot.
Top point of view
25/01/2021
Exposure rates of the Dorval Asset Management Range – 22nd January 2021
The new Covid-19 variants are considerably speeding up the epidemic as we wait for vaccines to turn this situation around. Restrictions on both movement and activity are thus set to continue – and even step up – for several weeks ahead. However, at this stage, restrictions have only led to a moderate deterioration in the economy.
Top point of view
18/01/2021
Exposure rates of the Dorval Asset Management Range – 15th January 2021
The sharp surge in Covid-19 cases in the west and elsewhere is set to continue disrupting the economy, although the stage is still set for a very forceful recovery later in the year i.e. the vaccination program will gather speed, and we will see massive fiscal support, including Biden’s $1.9 trillion emergency relief plan, which should be approved during the quarter.
Top point of view
11/01/2021
Exposure rates of the Dorval Asset Management Range – 8th January 2021
2021 will be characterized by the rush to roll out vaccination campaigns on the one hand, and endeavors to revisit pre-crisis economic activity as soon as possible on the other.
Top point of view
31/12/2020
Exposure rates of the Dorval Asset Management Range – 31st December 2020
2020 is drawing to a close on a series of positive notes:
Top point of view
24/12/2020
Exposure rates of the Dorval Asset Management Range – 23rd December 2020
B.1.1.7 is the scientific name for the new Covid-19 variant that has been spreading swiftly in the south-east of England these past days, causing countries worldwide to suddenly impose travels bans with the United Kingdom.
Top point of view
21/12/2020
Exposure rates of the Dorval Asset Management Range – 18th December 2020
The second surge in the pandemic – forecasters’ bleakest scenario – has had only a very moderate effect on the world economy overall.
Top point of view
14/12/2020
Exposure rates of the Dorval Asset Management Range – 11th December 2020
As is their wont after a very strong showing on the equity markets as some indices hit all-time highs – S&P 500, MSCI World, Nasdaq, etc.

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