Exposure rates of the Dorval Asset Management Range – 24th June 2019

The central banks have played their role, so all we need now is for Donald Trump to set out his position on China during the G20 summit in Osaka on June 28 and 29. All bets are still on, but investors are obviously hoping that the US administration will decide not to apply 25% border duties on the more than $300bn in Chinese imports that have so far remained untaxed. 

Only time will tell, but this is probably a prior requisite for both a continuation in gains on the equity markets and a stabilisation in long-term rates.

 

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