Points of view of Dorval AM experts

06/07/2020
Exposure rates of the Dorval Asset Management Range – 3rd July 2020
The international markets have been trading with no real trends for the past several weeks, and the key question now is the balance between the health situation, support from economic policy and the gradual reopening of economies.
29/06/2020
Exposure rates of the Dorval Asset Management Range – 26th June 2020
The sharp swell in new Covid-19 cases across several states in the US is beginning to raise concerns, but for now, this casts but very few doubts over the general trend towards a gradual reopening of the economy across the pond.
22/06/2020
Exposure rates of the Dorval Asset Management Range – 19th June 2020
Initial economic indications on the post-lockdown period are encouraging, with May’s retail sales recovering much more quickly than expected in the US (cf. chart 1) and the UK.
15/06/2020
Exposure rates of the Dorval Asset Management Range – 12th June 2020
The severe correction on Wall Street on Thursday June 11 – plunging close to 6% – may point to the end of a period of exceptionally fast gains.
08/06/2020
Exposure rates of the Dorval Asset Management Range – 5th June 2020
The reversal on risks is being borne out: cyclical stocks and financials that had been cast aside during lockdown are making a powerful comeback, while safe-haven strategies are struggling.
29/05/2020
Exposure rates of the Dorval Asset Management Range – 29th May 2020
A great number of observers feared a fresh decline on the markets as a result of investors’ so-called complacency, but we have actually seen quite the opposite.
25/05/2020
Exposure rates of the Dorval Asset Management Range – 22nd May 2020
Alongside the gradual reopening of economies from April onwards, we are also seeing an upturn in economic activity indicators.
18/05/2020
Exposure rates of the Dorval Asset Management Range – 15th May 2020
The reopening of western economies is more a source of questions than enthusiasm for the moment.
11/05/2020
Exposure rates of the Dorval Asset Management Range – 7th May 2020
In a surprising judgment handed down on May 5, the German Constitutional Court has given the ECB three months to demonstrate that it sufficiently considered the impact of the public sector purchase program launched in 2015.
04/05/2020
Exposure rates of the Dorval Asset Management Range – 30th April 2020
The publication of first quarter GDP figures – down sharply across all countries – was set against continued world stock-market gains, in a paradox that sparked off observer doubts again on potential market complacency.
27/04/2020
Exposure rates of the Dorval Asset Management Range – 24th April 2020
World stock-markets have staged a clear rebound since March 23, so confirmation of an upbeat scenario now not only requires a gradual resumption in work, but will also need an extension in support and stimulus measures.
20/04/2020
Exposure rates of the Dorval Asset Management Range – 17th April 2020
Most countries across the world will have started partly normalizing by mid-May, and despite the slew of uncertainties that still remain on Covid-19, investors have two reasons to hope that lifting the lockdown will facilitate a significant economic recovery.

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