Exposure rates of the Dorval Asset Management Range – 3rd January 2020

After taking stock of the past year, now it is time to look forward at the outlook for the year ahead. 

The main aspects of our scenario for the coming months are as follows:

 

1 – The soft landing scenario is taking shape. After 18 months of world growth downgrades, recent indicators show that the various shockwaves are very gradually easing – trade war, automotive cycle, semi-conductors, etc. – and a moderate rebound in 2020 is emerging as a likely scenario.

 

 

World economic cycle stabilizing

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