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Posts in BNN Bloomberg
Growing Slower is NOT the End of the World

In this “mixed” environment offering reasons to be both positive and pessimistic, investors should remember the old adage, it ain’t over ‘til it’s over. Joining BNN Bloomberg, Cameron Hurst, Chief Investment Officer, highlight this key message back on April 10, 2019. Noting “growing slower” still offers opportunity and the possibility of new market highs, it is now all about how the divergent indicators develop from here.

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Playing the Odds: Knowing When to Buy Again

A good investment process should flag buying opportunities just as well as it keeps you out of harm’s way. While Equium Capital’s first goal is to protect capital, equally as important is earning a reasonable return for clients. Joining BNN Bloomberg, Cameron Hurst, Chief Investment Officer, highlights how a process can flag improving odds of success, what indicators caused the firm to start buying in late December, and where markets are going from here.

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Now is the Time to Invest in Purpose-Built Rental

The rental renaissance is under way, according to Keith Reading, Director of Research at Morguard, who spoke about opportunities in Purpose-Built Rental on BNN Bloomberg. High land costs and rising interest rates present growing challenges for first time home buyers, who are instead turning to modern rentals. This confluence of soaring demand paired with a shortfall in supply is exactly why Equium Capital created a private equity fund investing in Purpose-Built Rental. Bringing the firm’s hallmark risk management and conservatism to a traditionally high-return asset class, Equium Capital’s private equity platform provides institutional real estate investments to clients and investment advisors across Canada.

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Growth is Slowing. Sell Equities When Santa Comes to Town.

Noting the potential for a short-term but strong Santa Claus rally, Cameron Hurst, Chief Investment Officer, enumerates the factors that appear likely to keep a lid on markets over the medium term, particularly in Canada. Relief on trade conflicts or a moderation in Federal Reserve tightening could inspire a year-end rally, but fundamentals argue for a resumption of equity and credit pain in early 2019.

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Reality Check: It's the Beginning of the End

Every bull comes to an end. Market tops don’t happen overnight or even in one month, but they all inevitably yield to a bear that feeds on the excesses of the prior cycle. With negative conditional factors piling up, debt issuance at historical peaks and increasing parallels to 1999/2000, Cameron Hurst, Chief Investment Officer, joins BNN Bloomberg to offer a reality check on where the markets stand and what’s likely to come next.

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Alternatives Shine Late in the Cycle: Time to Shift from REITs to Private Equity in Real Estate

With interest rates rising, investors should take profits in REITs and ready their portfolios for late-stage trends. To balance typical end-of-cycle stock volatility, investors should look at look at investing in real estate through private equity funds. Cameron Hurst, Chief Investment Officer, explains on BNN Bloomberg how interest rates suggest it’s time to make the switch.

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If You Think Emerging Market Pain is Isolated... Think Again

Coordinated central bank easing in the aftermath of the financial crisis made markets more globally interconnected than ever before, much more than investors realize. Cameron Hurst, Chief Investment Officer, explains on BNN Bloomberg how U.S. credit spreads, emerging markets equities and Canadian financial conditions are all linked by the receding tide of global liquidity.

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How Does a Trade War End a Rally? With Ease.

The significant economic benefits of U.S. tax relief and efficient foreign cash repatriation were within America's grasp, but they're being rapidly undermined by a trade war that's shaking corporate confidence. Cameron Hurst, Chief Investment Officer, explains how this unexpected development may bring one of the longest bull markets in history to an expedient and unceremonious end.

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