Dorval AM (Eng)

@DorvalAM_Eng

Dorval AM is an asset management company authorised by the AMF since 1993. 49.9% of the capital is held by the managers and employees and 50.1% by Natixis AM

Vrijeme pridruživanja: prosinac 2015.

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  1. 3. velj

    We have tactically increased the weighting of bonds in our international portfolios in order to cushion any hypothetical fresh drop in equities over the days ahead.

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  2. 3. velj

    Additionally, part of the shock is absorbed by the stabilizing effect of the drop in long-term , just like last summer.

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  3. 3. velj

    But who knows? However, we do note that has increased a significant five points.

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  4. 3. velj

    Some observers think that the drop on the since the start of the epidemic (-8% on the , and -2% for the ) is still too small when compared with the risks from the disruption created by the coronavirus.

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  5. 3. velj

    French figures (-0.1%) and stats (-0.3%) for 4Q admittedly disappointed, but the overall situation still points to an underlying stabilization after two years of slowdown.

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  6. 3. velj

    New car registrations have taken a clear upturn in over the past few months, showing that the previous decline was particularly a result of disruptions in supply due to the energy transition and regulatory changes.

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  7. 3. velj

    for developed countries has been recovering slowly since October, including – and even in particular – in countries most exposed to trade.

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  8. 3. velj

    In the same vein, analysts expect to suffer a 1.5% slowdown in 1Q, although only 0.2% over the year as a whole, with 5.7% growth in 2020 vs. 5.9% previously expected.

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  9. 3. velj

    By way of example, believes that the outbreak could slice 0.4% off in the first quarter of the year, with the shock almost fully absorbed in the second quarter, leading to a neutral effect over the full year 2020.

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  10. 3. velj

    Even if a small number of companies collapse over the period, modern have very few long-lasting effects (somewhat similar to a long-lasting strike).

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  11. 3. velj

    prices have already slid around 10% since the epidemic broke out.

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  12. 3. velj

    And the effects are particularly visible during the New Year period, which is usually buoyant for the sector.

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  13. 3. velj

    This severely hampers spending by the 155 million tourists, which is currently worth between 20% and 30% of tourist spending worldwide.

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  14. 3. velj

    accounts for 17% of world as compared with 4% during the SARS outbreak in 2003, so the epidemic will have a hefty short-term impact for the world economy. Judging by past experience, this type of economic shock can be reversed after two to four months of disruption.

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  15. 3. velj

    [] As the United Kingdom and the parted ways after a rocky 47-year partnership, investor anxiety homed in on the . Our scenarios =>

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  16. 31. sij

    [THE MICRO] Activity in these two sectors is however on a clear recovery path.

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  17. 31. sij

    [THE MICRO] The two emblematic value sectors of the , the and the , have recently given back a part of their of Q4 2019.

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  18. 31. sij

    [MARKET DYNAMICS] On the contrary, defensive stocks have recently outperformed. There is no excess economic optimism.

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  19. 31. sij

    [MARKET DYNAMICS] Neither investor surveys nor the recent poor performance of cyclical stocks indicate any euphoria about the economic cycle.

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  20. 31. sij

    [VALUATION] Relative to bond yields, however, even high P/E stocks remain attractive.

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