Cameron Hurst, Chief Investment Officer, discusses J.P. Morgan Chase and the firm’s cautious outlook for the U.S. Financial Services sector.
Read MoreCameron Hurst, Chief Investment Officer, discusses the rationale for staying invested in the face of global central bank changes, record short Loonie positioning and near-record low equity volatility. On BNN Market Call, Cameron discusses the firm’s market view and takes questions on U.S. equities.
Read MoreAfter years of Central Bank largesse the Federal Reserve started laying out plans to shrink its $4.5T balance sheet. Adam Murl, Head of Research, discusses why investors should be wary of the potential impact on liquidity and asset prices, in spite of market ambivalence. Additionally, there may be too much negativity on the Canadian dollar, opening the door for a short-term recovery.
Read MoreCameron Hurst, Chief Investment Officer, joins BNN to talk about active vs. passive investing and how people have the debate all wrong.
Read MoreCameron Hurst, Chief Investment Officer, appears on BNN Market Call to discuss U.S. political risk, re-frame the active vs. passive debate and take questions on U.S. equities.
Read MoreAs policy headlines create significant volatility, Adam Murl, Head of Research, discusses the divergent trends across Health Care sub-sectors and reasons why we like the Medical Equipment space. Additionally, Adam weighs in on the “passive vs active” investing debate, outlining why Equium Capital sees Exchange Trade Funds not as a threat, but rather an effective tool for innovative portfolio managers.
Read MoreAfter shifting portfolios to a modestly more defensive stance in late February ahead of a choppy March, recent market developments are accelerating the “risk-off” pressure on equities. With the near-term balance of risk versus return shifting toward risk, our process dictated modest tactical portfolio changes with an aim of protecting capital.
Read MoreCameron Hurst, Chief Investment Officer, co-hosts The Street on BNN and discusses how ETFs may be increasing correlation risk in global markets.
Read MoreAdam Murl, Head of Research, provides an overview of a choppy first quarter, our take on some of the key Asian markets and what we’re looking for to give us more confidence in the reflationary trade. Policy uncertainty has picked up and our technical work suggests some caution; however, key credit and economic data remain and strong keep us optimistic on the longer-term outlook for risk assets.
Read MoreCameron Hurst, Chief Investment Officer, appears on BNN Market Call to discuss active management strategies, current market thoughts and take questions on U.S. equities.
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