News

Market-moving signals can be obtuse and difficult to read at the best of times, but they become almost indistinguishable from indiscriminate noise during the quite summer months. Cameron Hurst, Chief Investment Officer, joins BNN Bloomberg Market Call to explain which signals matter right now and how nervous investors should actually be.

The significant economic benefits of U.S. tax relief and efficient foreign cash repatriation were within America's grasp, but they're being rapidly undermined by a trade war that's shaking corporate confidence. Cameron Hurst, Chief Investment Officer, explains how this unexpected development may bring one of the longest bull markets in history to an expedient and unceremonious end.

With an increasing number of market indicators signalling caution and the one of the longest bull markets in history looking long in the tooth, Cameron Hurst, Chief Investment Officer, highlights Top Picks on BNN Bloomberg that reflect growing risk aversion. 

10 years ago, central banks the world over launched unprecedented stimulus programs to flood global capital markets with excess cash, i.e. liquidity, to stave off a second Great Depression. But now, with the global economy again self-sustaining, policy makers are dialing back the stimulus and reining in excess liquidity that's propelled asset prices to their lofty valuations. Cameron Hurst, CIO, joined BNN Bloomberg to discuss how this super-cycle could come to an end and what sign posts to watch for.

For an investment process to be sustainable, risk management must always trump incremental return. Cameron Hurst, CIO, joined BNN Bloomberg to discuss the tenuous state of the rally and why investors need to be particularly disciplined now. Some areas of the market remain resilient, while others have run out of steam.

Markets digested significant economic and policy developments during the recent consolidation, yet remain on track to make new highs. Cameron Hurst, Chief Investment Officer, joined BNN Bloomberg to discuss credit indicators and why stocks can keep rising, even as bonds rack up losses. Be selective, aware that we're near the end of the cycle, but don't "sell in May and go away."

With increased volatility and weak equities defining markets in 2018, investors instinctively reverted to the "muscle memory" of what used to be safe. Unfortunately, Consumer Staples is in fact the worst performing sector YTD with previously "safe" groups like tobacco down -23%. Cameron Hurst, CIO, joined BNN Bloomberg to discuss how & where to invest in today's challenging environment.