Exposure rates of the Dorval Asset Management Range – 28th June 2019

Investors are banking on Donald Trump holding back in Osaka and a ceasefire being reached with China…only time will tell.

Meanwhile other negotiations are also under way – this time between Italy and the European Union – and we think the risk asymmetry looks positive. If worst comes to worst, the risk premium on Italian bonds would remain close to current levels, and at best it could fall back sharply.

 

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