Points of view of Dorval AM experts

Top point of view
15/04/2019
Exposure rates of the Dorval Asset Management Range – 12th April 2019
It is not as if it really needed to be demonstrated, but the impact of sound Chinese indicators on the world markets once again confirmed China’s hefty influence on the world economy.
Top point of view
01/04/2019
Exposure rates of the Dorval Asset Management Range – 29th March 2019
To the casual stock-market observer, recent events are enough to make anyone’s head spin: despite the world equity markets surprising everyone by recovering more than 10% since the start of January, there has never been so much talk of the risk of recession in the US.
25/03/2019
Exposure rates of the Dorval Asset Management Range – 22nd March 2019
18/03/2019
Exposure rates of the Dorval Asset Management Range – 15th March 2019
After world economic indicators slid over the past year, economists and investors are now keeping an eye out for any early signs of a recovery.
11/03/2019
François-Xavier Chauchat
Exposure rates of the Dorval Asset Management Range – 8th March 2019
After months of panic drove world stock-markets down and then up, it looks like they have finally embarked on a phase of consolidation.
18/02/2019
Exposure rates of the Dorval Asset Management Range –15th February 2019
Very poor US December retail sales came as a shock to the consensus, plummeting 1.2% vs the 0.1% gain expected. According to the Atlanta Fed nowcast, these stats shaved one percentage point off 4Q growth (cf. chart 1). 
04/02/2019
Exposure rates of the Dorval Asset Management Range – 1st February 2019
The stock-market recovery continued at the end of January on the back of a solid US economy and the fresh accommodative stance from the Fed.
28/01/2019
Exposure rates of the Dorval Asset Management Range – 25th January 2019
2018 was a tough year for growth in the euro area and statistics were more disappointing than anywhere else in the developed world right throughout the year (cf. chart 1). 
21/01/2019
Exposure rates of the Dorval Asset Management Range – 18th January 2019
Investor sentiment continued to normalise this past week (cf. chart 1), as changing perception of political risks remains the key driver behind these unusually volatile fluctuations in investors’ reactions. Be it Brexit, Italy or the trade war, recent news does not bear out the oft-repeated doomsday scenarios, although we are not out of the woods yet.
14/01/2019
Exposure rates of the Dorval Asset Management Range – 11th January 2019
The world stock-markets have regained almost 10% since their Christmas low, as excessive pessimism – the polar opposite of the optimism seen this time last year – along with the stronger likelihood of a trade agreement between China and the US are the main factors behind this recovery.
07/01/2019
Exposure rates of the Dorval Asset Management Range – 4th January 2019
2019 is picking up right where 2018 left off – after greater synchronized growth in 2017, followed by diverging trends between the US and the rest of the world in 2018, we are now getting to a synchronised slowdown in 2019.
31/12/2018
Exposure rates of the Dorval Asset Management Range – 28th December 2018

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