Points of view of Dorval AM experts

Top point of view
17/06/2019
Exposure rates of the Dorval Asset Management Range – 17th June 2019
Donald Trump avoided a worst-case scenario when he finally decided not to apply border tariffs on Mexican goods, so now we just need to hope that the escalating trade war with China can also be put to an end in late June at the G20 summit in Osaka. But there are huge doubts on this. 
Top point of view
11/06/2019
Exposure rates of the Dorval Asset Management Range – 7th June 2019
The great debate on the feasibility of a recessionary scenario in the US has kicked off. Poor payroll figures in May establish the economic slowdown in the country, but the Fed should react quickly by cutting interest rates. 
Top point of view
03/06/2019
Exposure rates of the Dorval Asset Management Range – 31st May 2019
Donald Trump’s threat to introduce border tariffs of 5% initially and 25% later on $350bn in Mexican imports is an attempt to force his neighbour to combat illegal emigration to the US. 
Top point of view
27/05/2019
Exposure rates of the Dorval Asset Management Range – 24th May 2019
Poor Markit business survey indicators in the US in May (cf. chart 1) are prompting some to wonder if an economic shock is brewing in the country.
Top point of view
20/05/2019
Exposure rates of the Dorval Asset Management Range – 20th May 2019
After the sudden hike in US border tariffs on Chinese imports at the start of the month, investors are now caught up in the cross-fire of the trade war again. China is retaliating gradually but surely, firstly by slightly upping duties on some US imports ($60bn), then by the drop in the yuan that is set to follow.
Top point of view
06/05/2019
Exposure rates of the Dorval Asset Management Range – 5th May 2019
Fund managers are all asking the same question, driven by the old stock-market saying “Sell in May and go away”, i.e. after a sharp surge on the financial markets since the start of the year, is it maybe time to divest and get ready for the holidays? 
Top point of view
29/04/2019
Exposure rates of the Dorval Asset Management Range – 29th April 2019
According to the first advance estimate, US GDP came out well ahead of expectations for the first quarter of the year, rising at an annual pace of 3.2% as compared with 2.3% expected. 
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.
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.

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