Points of view of Dorval AM experts

Top point of view
30/11/2020
Exposure rates of the Dorval Asset Management Range – 27th November 2020
Investors are now naturally expecting the end to the pandemic crisis in 2021 on the back of vaccine developments, while the equity markets are also applauding the resilience of the world economy in the midst of a fresh upsurge in cases.
23/11/2020
Exposure rates of the Dorval Asset Management Range – 20th November 2020
Stock-market performances have been extremely focused on large iconic so-called growth stocks over recent years, including digital heavyweights in the United States and luxury goods companies in France.
16/11/2020
Exposure rates of the Dorval Asset Management Range – 13th November 2020
With the US elections past and clear medical progress now being made on the pandemic, investors are able to look to the “post” world i.e. post-Trump and post-Covid.
06/11/2020
Exposure rates of the Dorval Asset Management Range – 6th November 2020
At the time of writing, the US elections seem to be taking Joe Biden to the White House, but the Senate is no doubt set to stay Republican (this will be confirmed or refuted on January 5 in Georgia).
02/11/2020
Exposure rates of the Dorval Asset Management Range – 30th October 2020
After investors dealt with the shock of fresh lockdown announcements in Europe, all eyes are now on the United States, where the results of the presidential and Senate elections are eagerly awaited, while the extent of the country’s third Covid-19 wave is also being closely monitored.
26/10/2020
Exposure rates of the Dorval Asset Management Range – 23rd October 2020
An asymmetrical W-shaped curve is more clearly emerging as the economic scenario in Europe (cf. chart 1).
19/10/2020
Exposure rates of the Dorval Asset Management Range – 16th October 2020
Tougher restrictions resulting from the second spike in Covid-19 cases in Europe are set to lead to a moderate dip in the continent’s economic activity again out to the end of the year.
12/10/2020
Exposure rates of the Dorval Asset Management Range – 9th October 2020
Just 25 days away from the US presidential election, a growing number of investors are banking on a blue wave victory i.e. a triumph for Joe Biden against Donald Trump, as well as success for the Democrats in the Senate – where Republicans currently hold a majority – and the Democrats hanging onto their majority in the House of Representatives.
05/10/2020
Exposure rates of the Dorval Asset Management Range – 2nd October 2020
Caution remains the watchword, but the second surge in Covid-19 cases in both Spain and France seems to be close to – if it hasn’t already hit – its peak (cf. chart 1).
28/09/2020
Exposure rates of the Dorval Asset Management Range – 25th September 2020
The S&P 500 has now corrected by -10% (cf. chart 1), which is reasonable after overheating this summer on the back of the bubble on certain stocks.
21/09/2020
Exposure rates of the Dorval Asset Management Range – 18th September 2020
Despite the sharp upsurge in Covid-19 cases in Europe along with severe volatility on the Nasdaq, the world economic recovery is supporting sound showings on the equity markets.
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.

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