Exposure rates of the Dorval Asset Management Range – 23rd August 2019

There is increasing talk of a so-called green new deal in Europe, but yet combining ecological imperatives with macroeconomic management carries its fair share of risks.

 

The automotive sector is a perfect example of the pitfalls, with the industry hit by a severe “green recession” due to the need to drive the transition to electric vehicles. But the good news is that negative interest rates seem to be raising interest in investing even among the most reluctant, and this could help shore up growth and narrow the opinion gap among the major countries in the euro area.

 

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