Commentary
September 1, 2010
U.S., Japan and the Global Perspective
Commentary | Institutional Balanced
The global economic growth perspective as well as the inflation outlook over the next few years is constructive for additional earnings growth and equity gains. Emerging market economies should have the lion’s share of the gains...
In the News
August 18, 2010
Commodities: BHP's Next Step
In the News | Institutional Balanced
Marcus Xu, Director of Equity Investments, Genus Capital Management, goes over what direction BHP Billiton will take after having its takeover bid rejected by Potash.
In the News
August 9, 2010
BNN Interviews Marcus Xu
In the News | Institutional Balanced
Marcus Xu, Director of Equity Investments and Partner at Genus Capital Management, is a regular ‘contributor’ to the Business News Network (BNN). Marcus was interviewed Monday, August 9, 2010 - discussing stocks, oil, commodities, gold and a number of other topics.
Commentary
August 3, 2010
Trends - What to Expect
Commentary | Institutional Balanced
The global economy continues the long wave uptrend which likely started about the time WWII ended. Equity markets follow a similar pattern. Economic growth and increases in equity prices are a common element of this secular uptrend. The Econoclast examines trends and implications for the economy and the markets.
In the News
July 21, 2010
Genus Expands Scholarship Program
In the News | Institutional Balanced
Genus has introduced a $20,000 scholarship program for students from the Alberta Metis Settlements and Carcross-Tagish First Nation in the Yukon. Representatives of the leadership in the two communities will select students to be awarded the scholarships based on a combination of need, merit, and aptitude.
In the News
July 15, 2010
Trading Day
In the News | Institutional Balanced
What do big money managers think are the best strategies currently? BNN asks Marcus Xu, Director of Equity Investments, Genus Capital Management.
Video
July 1, 2010
No Double Dip: Quarterly Review & Outlook
Video | Wealth Management
Equity markets needed to correct from last year’s stimulus-induced highs, but their moves down in the second quarter were overdone as investors succumbed to exaggerated fears of a double-dip economic recession. Despite the tough economic landscape, the odds of a double-dip are zero.
In the News
June 25, 2010
G8 Climate Change Agenda & The Oil Sands
In the News | Institutional Balanced
How will talks about climate change at the upcoming summit impact Canada's Oil Sands, and are there attractive names in the space for traditional equity portfolios? BNN talks Oil Sands stocks with Marcus Xu, Director of Equity Investments, Genus Capital Management.
In the News
June 2, 2010
BNN Interviews Marcus Xu of Genus
In the News | Institutional Balanced
Marcus Xu, Director of Equity Investments at Genus, looks at how investors reacted to the Bank of Canada's interest rate decision and the other stories moving the markets.
In the News
May 18, 2010
The Close: BNN Interviews Marcus Xu
In the News | Institutional Balanced
Don't like these markets? Wait 20 minutes. BNN talks about Monday's market action with Marcus Xu, Director of Equity Investments at Genus Capital Management.