Points of view of Dorval AM experts

06/09/2021
Exposure rates of the Dorval Asset Management Range – 3rd September 2021
Le variant Delta continue de limiter la production monaThe Delta variant continues to curb world output while pushing up prices in some sectors. However, the United States seems to be hitting a peak in Covid-19 cases, and the situation is finally beginning to perk up in Asia.diale et de faire monter les prix dans certains secteurs. Le pic des cas de Covid-19 semble cependant en passe d’être atteint aux Etats-Unis, et la situation commence enfin à s’améliorer en Asie.
30/08/2021
Exposure rates of the Dorval Asset Management Range – 27th August 2021
The equity markets have been in a state of suspended animation this past week as investors waited for the central bank chiefs’ pow-wow at Jackson Hole.
23/08/2021
Exposure rates of the Dorval Asset Management Range – 20th August 2021
Economic growth projections have been dampened by the deterioration in US economic indicators, primarily on consumer spending in the wake of the fourth wave of the Covid-19 pandemic.
16/08/2021
Exposure rates of the Dorval Asset Management Range – 13th August 2021
The international markets have marched on with their gains – albeit with extremely meager volumes – as the S&P 500 hit a fresh high close to the 4,500 mark.
09/08/2021
Exposure rates of the Dorval Asset Management Range – 6th August 2021
Strong labor market figures out of the US in July point to a continued normalization – and even acceleration – in the country’s economy. This could help put an end to the dip in long-term yields, the extent of which had surprised and sometimes worried investors.
02/08/2021
Exposure rates of the Dorval Asset Management Range – 30th July 2021
The focus of investors’ stress has shifted from the Delta variant to the Chinese market, where the authorities’ moves to exert their control over certain sectors raise questions. However, the extent of the plunge on Chinese offshore equities since February (-40%) suggests that the risk premium is already very significant.
26/07/2021
Exposure rates of the Dorval Asset Management Range – 23rd July 2021
Wall Street faltered only slightly, but stress from the Delta variant seeped through to the financial markets nonetheless. The ongoing relatively moderate pace of hospitalizations in the United Kingdom – despite soaring Covid-19 case numbers – curbs fears of future restrictions on economic activity, at least for now. Additionally, vaccination programs are gathering speed and scope worldwide.
19/07/2021
Exposure rates of the Dorval Asset Management Range – 16th July 2021
Hopes of a sunny summer have been dashed by confusion, which reigns this season for both the macroeconomy and the markets.
12/07/2021
Exposure rates of the Dorval Asset Management Range – 9th July 2021
The drop in US long-term rates since March has raised investor questions on the reflation theme, and the months ahead will see tests for this theme in several ways.
05/07/2021
Exposure rates of the Dorval Asset Management Range – 2nd July 2021
The summer will reveal just how quickly the two factors that are currently hampering growth will be addressed i.e. the Delta variant and bottlenecks.
28/06/2021
Exposure rates of the Dorval Asset Management Range – 25th June 2021
It did not take long for investors to feel reassured on the Fed’s intentions.
21/06/2021
Exposure rates of the Dorval Asset Management Range – 18th June 2021
The Fed has marked the start of a fresh phase in its monetary policy, indicating that it is starting to talk about tapering its asset purchases. 

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