Will the Fed kill the party with higher interest rates as we enter the next phase of the cycle? Adam Murl, Head of Research, discusses why rising capital investment could provide the productivity growth we’ve been missing and leave room for the Fed to raise rates without causing a recession. Don't expect this transition to happen quietly, however; volatility is likely to pick up as the market adjusts to this new reality, creating clear winners and losers.
Read More"What has your ETF done for you lately?" asks Cameron Hurst, Chief Investment Officer, on BNN's The Street. With fees on passive strategies compressed virtually to zero, Cameron discusses what's next in the evolution of ETFs and why price isn’t the only factor investors should be focused on. Equium Capital launched ETAC to address the critical investor needs of capital preservation and dynamic asset allocation that passive ETFs miss.
Read MoreCentral 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.
Read MoreEquium 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.
Read MoreWe’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.
Read MoreEquium Capital calls "policy error" on the Bank of Canada and prefers to buy U.S. dollars over Canadian. Cameron Hurst, Chief Investment Officer, joined BNN Market Call to discuss interest rate risks, why Sears Canada won't be the last bankruptcy and take questions on U.S. equities.
Read MoreOur 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.
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