Exposure rates of the Dorval Asset Management Range – 20th December 2019

Dwindling anxiety on economic growth is bolstering our scenario of an equity bull market broadening to previously forsaken market segments.

These include European small caps, which are particularly important for all investors who – just like us – are seeking to draw on European entrepreneurial momentum. After 18 months of underperformance, this investment universe has again started to post better average showings than large caps since the start of November 2019 (cf. chart 1).

 

End of 18 months of underperformance for small caps

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