Points of view of Dorval AM experts

18/01/2021
Exposure rates of the Dorval Asset Management Range – 15th January 2021
The sharp surge in Covid-19 cases in the west and elsewhere is set to continue disrupting the economy, although the stage is still set for a very forceful recovery later in the year i.e. the vaccination program will gather speed, and we will see massive fiscal support, including Biden’s $1.9 trillion emergency relief plan, which should be approved during the quarter.
11/01/2021
Exposure rates of the Dorval Asset Management Range – 8th January 2021
2021 will be characterized by the rush to roll out vaccination campaigns on the one hand, and endeavors to revisit pre-crisis economic activity as soon as possible on the other.
31/12/2020
Exposure rates of the Dorval Asset Management Range – 31st December 2020
2020 is drawing to a close on a series of positive notes:
24/12/2020
Exposure rates of the Dorval Asset Management Range – 23rd December 2020
B.1.1.7 is the scientific name for the new Covid-19 variant that has been spreading swiftly in the south-east of England these past days, causing countries worldwide to suddenly impose travels bans with the United Kingdom.
21/12/2020
Exposure rates of the Dorval Asset Management Range – 18th December 2020
The second surge in the pandemic – forecasters’ bleakest scenario – has had only a very moderate effect on the world economy overall.
14/12/2020
Exposure rates of the Dorval Asset Management Range – 11th December 2020
As is their wont after a very strong showing on the equity markets as some indices hit all-time highs – S&P 500, MSCI World, Nasdaq, etc.
07/12/2020
Exposure rates of the Dorval Asset Management Range – 4th December 2020
The latest projections from the OECD indicate that world GDP will not revisit end-2019 levels until 2022, but world stock-markets have already almost made it back to their pre-Covid levels – with some indices even overshooting that figure.
30/11/2020
Exposure rates of the Dorval Asset Management Range – 27th November 2020
Investors are now naturally expecting the end to the pandemic crisis in 2021 on the back of vaccine developments, while the equity markets are also applauding the resilience of the world economy in the midst of a fresh upsurge in cases.
23/11/2020
Exposure rates of the Dorval Asset Management Range – 20th November 2020
Stock-market performances have been extremely focused on large iconic so-called growth stocks over recent years, including digital heavyweights in the United States and luxury goods companies in France.
16/11/2020
Exposure rates of the Dorval Asset Management Range – 13th November 2020
With the US elections past and clear medical progress now being made on the pandemic, investors are able to look to the “post” world i.e. post-Trump and post-Covid.
06/11/2020
Exposure rates of the Dorval Asset Management Range – 6th November 2020
At the time of writing, the US elections seem to be taking Joe Biden to the White House, but the Senate is no doubt set to stay Republican (this will be confirmed or refuted on January 5 in Georgia).
02/11/2020
Exposure rates of the Dorval Asset Management Range – 30th October 2020
After investors dealt with the shock of fresh lockdown announcements in Europe, all eyes are now on the United States, where the results of the presidential and Senate elections are eagerly awaited, while the extent of the country’s third Covid-19 wave is also being closely monitored.

All our publications

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

  • Dorval AM’s monthly newsletter

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

Choose your profile