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Equium Capital Investment Commentary - November 2017

Central banks spent trillions of dollars in an attempt to create inflation but to the surprise of many, pricing pressures remained subdued. Adam Murl, Head of Research, discusses why we might finally be seeing signs of an uptick as commodity prices pop and manufacturing utilization around the world tightens. Accordingly, portfolios have shifted towards Materials and Energy and away from interest rate sensitive sectors.

 

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Equium Capital Announces New ETF (TSX: ETAC)

Equium Capital Management Inc. is pleased to announce the listing of a new ETF series of the Equium Global Tactical Allocation Fund on the Toronto Stock Exchange. Trading under the ticker symbol ETAC, shares of the Fund will be available for purchase at market open on Monday November 6, 2017.

Please visit www.equiumcapital.com for information about Equium Capital and the Global Tactical Allocation Fund.

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Equium Capital Investment Commentary - Third Quarter 2017

We’ve been negative on oil... until now. Find out why Adam Murl, Head of Research, finally sees the price of black gold firming and what could drive it even higher. Solid economic data out of the U.K. has Brexit advocates claiming victory, but looking through the numbers has us increasingly concerned. We wrap with our quarterly review and favourable outlook for the final stretch of 2017.

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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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