Exposure rates of the Dorval Asset Management Range – 30th April 2020

The publication of first quarter GDP figures – down sharply across all countries – was set against continued world stock-market gains, in a paradox that sparked off observer doubts again on potential market complacency.

However, this is not our view. The gradual reopening of economies could actually allow for further gains for some previously forsaken sectors along with small caps, on condition that the risk of a second surge in the outbreak remains contained of course.

 

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