Our long-held positive view on global markets takes us to India this month, where the market has performed well year-to-date. As Adam Murl, Head of Research, explains, the country may just be in the early innings of unlocking its potential. We also discuss why tax reform sausage-making in Washington, DC is a process best left unwatched.
Read MoreAfter 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.
Read MoreCameron Hurst, Chief Investment Officer, joined BNN to discuss how Equium Capital's investment strategy avoided the meltdown in shares of Snap Inc. With market volatility rising and investors less intolerant of drawdows, it becomes all the more important to use both technical and fundamental lenses to steer clear of pitfalls like SNAP and APRN.
Read MoreEurope 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.
Read MoreThe right currency tilt can boost portfolio returns significantly, but don’t try to do it all the time. Cameron Hurst, Chief Investment Officer, discusses the importance of managing currency exposures and why it’s time to lock in gains.
Read MoreCameron Hurst, Chief Investment Officer, discusses J.P. Morgan Chase and the firm’s cautious outlook for the U.S. Financial Services sector.
Read MoreCameron Hurst, Chief Investment Officer, discusses the rationale for staying invested in the face of global central bank changes, record short Loonie positioning and near-record low equity volatility. On BNN Market Call, Cameron discusses the firm’s market view and takes questions on U.S. equities.
Read MoreAfter 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.
Read MoreCameron Hurst, Chief Investment Officer, joins BNN to talk about active vs. passive investing and how people have the debate all wrong.
Read MoreCameron Hurst, Chief Investment Officer, appears on BNN Market Call to discuss U.S. political risk, re-frame the active vs. passive debate and take questions on U.S. equities.
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