As I write this piece in late December, physical winter has not yet arrived – the weather is mild, and the ground remains green waiting for the first sustained snowfall.
The crypto industry, however, saw winter's arrival a few months ago and the forecast calls for a long and cold freeze.
The “winter allegory” highlights...read more
Co-author: Matthew Strauss
China, the world’s second-largest economy, has seen a significant slow down in growth, with its stock market among the worst-performing this year. Join Matthew Strauss, Vice-President and Portfolio Manager, and Gorlen Zhou...read more
Why do expected returns for risk-free assets (government bonds) appear, once again, to be compelling and competitive versus riskier assets? Join Alexandra Gorewicz, Associate Portfolio Manager, as she outlines the two major themes within the rates sector currently: (1) The normalization of monetary policy and the subsequent tightening of global...read more
Co-author: Kevin McSweeney
Portfolio managers Geof Marshall, Senior Vice-President, and Kevin McSweeney, Vice-President, make the case for why certain Signature strategies can “survive and thrive” within a high-volatility environment. Watch their...read more
In October, the price of West Texas Intermediate (WTI) crude was US$70 a barrel (bbl) and we wrote a positive commentary about energy markets. The price subsequently climbed a few dollars higher but has since fallen to US$56/bbl (at the time of writing this commentary on November 13, 2018).
WTI Cushing Crude Oil Spot Price -...read more
To quote the market’s most stable genius in chief, Donald Trump, a stock market correction was overdue. A correction was something we have been anticipating, and highlighted as recently as early October at our conference in Scottsdale, Arizona.
The premise is that as rates normalize at higher levels, volatility – long...read more
It was a big week in Canada’s energy markets as Husky announced a hostile $3.3 billion bid for MEG Energy, the massive liquefied natural gas (LNG) export project, LNG Canada, received approval from project partners, and oil prices approach levels not seen since late 2014.
Husky vies for MEG Energy
Veuillez rejoindre Jean Philippe Bry, Stratège Globale chez Signature, lorsqu’il présente une mise à jour sur le fond Revenu et Croissance Mondial Signature.
Mise à jour du fond Revenu et Croissance Mondial Signature pour l’automne 2018
Veuillez rejoindre Jean Philippe Bry, Stratège Globale chez Signature, lorsqu’il présente une mise à jour sur les marches globaux et ce que nous anticipions dans les mois qui suivent.
Mise à jour sur nos perspectives Macro pour l’automne 2018
Join Eric Bushell, CIO Signature Global Asset Management, as he gives an update on recent global market events and what we might see going forward.
Macro Update – Fall 2018
As summer wraps up and students head back to school, the Signature team is pleased to offer their own educational...read more