Exposure rates of the Dorval Asset Management Range – 15th May 2020

The reopening of western economies is more a source of questions than enthusiasm for the moment.

Concerns of a second surge in the epidemic are rife, the White House seems in no hurry to come up with a fresh support plan, while the US administration is also scaling up the economic war with China again. However, the fundamental trend towards a gradual resumption in economic activity still definitely stands.

 

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