Exposure rates of the Dorval Asset Management Range – 27th March 2020

A number of observers are wondering why the stock-markets have surged again (the MSCI World has climbed 17% since the low on March 23) while the economic situation is deteriorating drastically, as shown by the record number of new jobless claims in the US, which soared to 3.28 million.

The answer lies in risk premiums, which the monetary and fiscal measures announced have managed to push down again slightly. Additionally, the slow turnaround in the current epidemiological dynamics is helping investors look ahead to a post-lockdown world. 

 

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