Points of view of Dorval AM experts

24/02/2020
Exposure rates of the Dorval Asset Management Range – 21st February 2020
The whole world is closely monitoring concrete efforts to contain the coronavirus, while initial indicators for February are not helping provide much visibility. 
17/02/2020
Exposure rates of the Dorval Asset Management Range – 14th February 2020
Germany has just announced stagnating 4Q 2019 GDP, while its political situation has taken a more complex turn, with some observers expressing concern on the country’s economic outlook after its strength has impressed the entire world since 2005 (cf. chart 1). 
10/02/2020
Exposure rates of the Dorval Asset Management Range – 7th February 2020
Sluggish German (-3.5%) and French (-2.8%) manufacturing output figures for December 2019 cast doubt over the economic stabilization scenario in Europe. 
03/02/2020
Exposure rates of the Dorval Asset Management Range – 31st January 2020
As the United Kingdom and the European Union parted ways after a rocky 47-year partnership, investor anxiety homed in on the coronavirus.
27/01/2020
Exposure rates of the Dorval Asset Management Range – 24th January 2020
The latest Markit business surveys – the famous PMI – suggest that euro area growth continues to stabilize at a moderate pace. 
20/01/2020
Exposure rates of the Dorval Asset Management Range – 17th January 2020
After the forceful rally on the main stock-market indices since the summer, many observers contend that the equity markets have now gone too far in pricing in the moderate upturn in the cycle expected in 2020. 
13/01/2020
Exposure rates of the Dorval Asset Management Range – 10th January 2020
Boris Johnson’s victory at the UK general election on December 12 fueled a sharp surge in the pound and a stellar performance from equities in the country, as the markets welcomed the near-certain prospect of an orderly Brexit at the end of January 2020, and defeat for Jeremy Corbyn’s radical left.
03/01/2020
Exposure rates of the Dorval Asset Management Range – 3rd January 2020
After taking stock of the past year, now it is time to look forward at the outlook for the year ahead. 
30/12/2019
Exposure rates of the Dorval Asset Management Range – 27th December 2019
As 2019 draws to a close, it’s time to take stock of the past year. 
23/12/2019
Exposure rates of the Dorval Asset Management Range – 20th December 2019
Dwindling anxiety on economic growth is bolstering our scenario of an equity bull market broadening to previously forsaken market segments.
16/12/2019
Exposure rates of the Dorval Asset Management Range – 13th December 2019
The MSCI World recently exceeded its previous high hit in January 2018, bringing almost two years of consolidation to an end (cf. chart 1). 
09/12/2019
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.

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