Equium Capital


Investment Insights & Corporate News

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.