Exposure rates of the Dorval Asset Management Range – 5th May 2019

Fund managers are all asking the same question, driven by the old stock-market saying “Sell in May and go away”, i.e. after a sharp surge on the financial markets since the start of the year, is it maybe time to divest and get ready for the holidays? 

On first glance, a lot of arguments point to this, with some noting that the stock-market recovery was not supported by a convincing economic recovery, which makes its precarious, while others will argue that the resilient world economy could prompt China along with the Fed and the ECB to ease off on their support.

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