Exposure rates of the Dorval Asset Management Range – 6th December 2019

The latest contradictory developments in the trade war look set to keep on driving market volatility.

However, investors increasingly believe that the world manufacturing cycle is nearing its trough and this scenario is further bolstered by business surveys, with the manufacturing PMI rising for the fourth time in a row as it recovered to 50.3 in November (cf. chart 1).

 

Global manufacturing PMI moves back above 50
Markit survey

 

Dorval AM Premium

Would you like to continue reading this article?

Become a Premium subscriber in a few clicks and get free access to full and exclusive content.

Every week, you’ll have a rendezvous to better decipher market news
Every month, you’ll get comments by our financial analysts on economic outlooks
Unlimited access to the strategic viewpoints of Dorval AM managers
Clear and detailed information on the evolution of our funds

Let us provide you with a customized discovery by giving us some clarification.

Choose your profile