Points of view of Dorval AM experts

22/07/2019
Exposure rates of the Dorval Asset Management Range – 19th July 2019
GDP growth in China came out at 6.2% yoy in the second quarter of the year according to government statistics, in a gradual economic slowdown that is intentional on the authorities’ part, and inevitable as well as advisable.
15/07/2019
Exposure rates of the Dorval Asset Management Range – 12th July 2019
Long-term rates have been plummeting since the end of 2018, so questions on the meaning and impact of this trend for the stock-markets are foremost in investors’ minds.
08/07/2019
Exposure rates of the Dorval Asset Management Range – 5th July 2019
The much-awaited US non-farm payroll figures came out ahead of consensus expectations in June, as the economy added 224,000 new jobs vs 160,000 expected and 72,000 the previous month.
01/07/2019
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.
24/06/2019
Exposure rates of the Dorval Asset Management Range – 24th June 2019
The central banks have played their role, so all we need now is for Donald Trump to set out his position on China during the G20 summit in Osaka on June 28 and 29. All bets are still on, but investors are obviously hoping that the US administration will decide not to apply 25% border duties on the more than $300bn in Chinese imports that have so far remained untaxed. 
17/06/2019
Exposure rates of the Dorval Asset Management Range – 17th June 2019
Donald Trump avoided a worst-case scenario when he finally decided not to apply border tariffs on Mexican goods, so now we just need to hope that the escalating trade war with China can also be put to an end in late June at the G20 summit in Osaka. But there are huge doubts on this. 
11/06/2019
Exposure rates of the Dorval Asset Management Range – 7th June 2019
The great debate on the feasibility of a recessionary scenario in the US has kicked off. Poor payroll figures in May establish the economic slowdown in the country, but the Fed should react quickly by cutting interest rates. 
03/06/2019
Exposure rates of the Dorval Asset Management Range – 31st May 2019
Donald Trump’s threat to introduce border tariffs of 5% initially and 25% later on $350bn in Mexican imports is an attempt to force his neighbour to combat illegal emigration to the US. 
27/05/2019
Exposure rates of the Dorval Asset Management Range – 24th May 2019
Poor Markit business survey indicators in the US in May (cf. chart 1) are prompting some to wonder if an economic shock is brewing in the country.
20/05/2019
Exposure rates of the Dorval Asset Management Range – 20th May 2019
After the sudden hike in US border tariffs on Chinese imports at the start of the month, investors are now caught up in the cross-fire of the trade war again. China is retaliating gradually but surely, firstly by slightly upping duties on some US imports ($60bn), then by the drop in the yuan that is set to follow.
13/05/2019
Exposure rates of the Dorval Asset Management Range – 13th May 2019
After an easing on the political front that seemed to point to a US-China trade agreement, the US administration’s decision to ratchet up border tariffs on $200bn of Chinese goods from 10% to 25% came as a severe blow to the markets.
06/05/2019
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? 

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