Equium Capital


Investment Insights & Corporate News

Equium Capital Investment Commentary - First Quarter 2017

Adam 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 strong and keep us optimistic on the longer-term outlook for risk assets.