Cameron 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.
Read MoreCameron Hurst, Chief Investment Officer, joined BNN to discuss the investment strategy that avoided Valeant, the firm’s favoured equity sector exposures and fundamentals behind investing in France.
Read MoreAdam Murl, Head of Research, discusses the state of oil markets and why the energy sector isn’t participating in the reflation trade. With significant imbalances and a multitude of political risks, the outlook for this critical commodity remains highly uncertain.
Read MoreCameron Hurst, Chief Investment Officer, offers the firm's thoughts on market sentiment and the interplay between bulls and bears required to see the market go higher.
Read MoreCameron Hurst, Chief Investment Officer, discusses the reflation trade and lays out Equium Capital's approach for investing in the new era of inflation.
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