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Investment Insights & Corporate News

Equium Capital Investment Commentary - August 2017

After the sharp rally in the Canadian Dollar, Adam Murl, Head of Research, discusses why investors should temper expectations for further gains. Our bullish call on Europe continues after the significant run in the Euro; however, we are becoming more discerning with our allocations in the region and have started looking to Asia for compelling investment opportunities.

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Equium Capital Investment Commentary - Second Quarter 2017

Europe has had a strong start to the year but can it continue? Adam Murl, Head of Research, discusses why long-held pessimism on the European project might deserve a re-think. We also describe our rationale for overweighting the Health Care sector and specifically, why Biotech now looks interesting after a lengthy period of underperformance. As we close out the quarter we provide our outlook and positioning for the second half of the year.

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Equium Capital Investment Commentary - June 2017

After 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.

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