Equium Capital


Investment Insights & Corporate News

Process At Work - April Investment Commentary

After an optimistic start, markets were dealt a healthy dose of reality in February; volatility spiked and excessive optimism evaporated. Adam Murl, Head of Research, explains how our tactical process effectively managed through the negativity while remaining focused on bullish medium-term fundamentals. Although some signs of stress remain, our dual technical and fundamental investment process had us tactically adding new risk exposures in early April ahead of a robust corporate earnings season.

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Trade Wars Are (Not) Good - March Investment Commentary

While there are clearly problems with the global trade regime, blanket tariffs are not the answer. Adam Murl, Head of Research, discusses why no one wins trade wars and why the mooted U.S. steel and aluminum tariffs particularly miss their mark. Cooler heads should to prevail, but history keeps us cautious. By the way, even with European data strong and political hurdles in Germany and Italy largely cleared, signs of deterioration are showing. Be selective.

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Your Favourite Stock is 10% Cheaper. Do You Buy This Dip?

Everyone is a great investor in rising markets, but sooner or later you have to be able to manage risk. Cameron Hurst, Chief Investment Officer, discusses the critical aspects of evaluating market pull-backs and whether they are buying opportunities or canaries in the coal mine. Taking questions on BNN Market Call, Cameron highlights how knowing the difference can save years of investing profits.

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GTA FundCameron Hurst
Investors Have Forgotten About Risk; Here's the Quick Tutorial

On the second punishing day of the violent February sell-off, Cameron Hurst, Chief Investment Officer, joined BNN Market Call to discuss renewed market risks and what to do (or not to do) when the market consolidates. This bull market is long in the tooth, meaning it's time for investors to mind their risk and move towards tactical allocation strategies.

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V is for Volatility - February Investment Commentary

Amid a record acceleration in stock volatility, U.S. equities experienced more than a 12% decline from their January top. Adam Murl, Head of Research, explores the key market signals to watch over coming weeks, having called the exit on Energy perfectly. And President Trump must be bored in the West Wing because he flew all the way to Davos to start a currency cold war. 

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Globe & Mail: Equium Capital Weathers the Storm

The Globe & Mail published a timely review of Equium Capital’s risk-focused investment process on February 5th, 2018, in which the benefits of the firm’s tactical allocation strategy featured prominently. The interview highlighted how Equium’s conservative process repositioned the fund to be more defensive just days before a historic spike in volatility and global stock market rout.

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You Thought Bonds Were Safe? WRONG!

Is it possible for a portfolio of "safe" government bonds to fall nearly 20% in just 4 months? Absolutely. It happened during the "Taper Tantrum" of 2013 and it could happen again in 2018 as the Fed raises interest rates and tightens policy. Cameron Hurst, Chief Investment Officer, joins BNN Market Call to discuss this and other risks in 2018, how a tactical investment strategy can help and take questions on U.S. equities.

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Taking Stock of 2017 & Key Investor Questions for 2018

After another year of bull markets, Adam Murl, Head of Research, takes a look at what did and didn’t work in 2017. Although investor sentiment is running hot, a strong case can still be made for risk assets moving higher early in 2018. Several critical questions will challenge investors as the year progresses, however, and the answers will determine the longevity of the global economic cycle and sustainability of the bull market.

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