Following one of the worst year-end routs for risk assets in a long while in the fourth quarter of 2018, markets rebounded tremendously to start 2019, returning most equity markets to levels roughly in line with where they were last September. As of early April 2019, both the S&P 500 Index and the S...read more
Signature’s global depth and breadth provides us with access to unique investment opportunities. We recently participated as an anchor investor in Embassy Office Parks REIT, the first-ever Indian REIT IPO and the largest REIT in Asia by square footage. This IPO marks a significant milestone for the Indian commercial...read more
“Brexit means Brexit.” – British Prime Minister Theresa May, July 11, 2016 (and repeated numerous times since).
It sounded so simple, but to any observer it was anything but. So here we are in the late stages of this tortuous saga when anything...read more
With all that is going on in global markets, we want to thank our clients for their continued partnership and wish everyone a Happy Chinese New Year. Speaking in Mandarin, I've recorded a video message outlining the Signature investment philosophy, which is designed to deliver the best possible risk-adjusted returns in today’s complex...read more
With the global financials sector struggling over the last 12 months, what’s in store for the industry in 2019?
Signature remains positive about the outlook. The financial sector’s poor performance was driven primarily by increasingly negative sentiment; however, the sector may recover quickly as fundamentals generally remain healthy....read more
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