May 4, 2017

Co-author: Carson Tong 

An essential aspect of the Signature Global Asset Management investment model is the continuous collaboration among team members that helps to uncover opportunity and limit risk across multiple sectors and asset classes. An excellent example of this process in action...

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April 26, 2017

Thirty years of EM debt: The growth of an asset class

Emerging markets (EM) fixed income investing has undergone a tremendous transformation in over three decades of existence. What began as a relatively small interbank market of loans to “less developed countries” has now evolved into an asset class that is here to...

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March 17, 2017

For all the focus on political wind changes, one constant in the background is that there is limited appetite for additional monetary stimulus across major developed market central banks. Fiscal and monetary policies have linkages, with changes in one having cyclical implications for the other. We briefly examine some highlights from the North...

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March 10, 2017

The market is fretting over a possible Le Pen victory in France’s presidential elections scheduled in April and May 2017.  Markets are nervous and sovereign spreads on French government bonds recently reached a 4-year high (see graph below). So what are the risks?  Should investors be looking at this as an opportunity or an existential risk to...

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February 21, 2017

Highlights from the Global Fixed Income Webcast

On February 16, 2017, we hosted a webcast on the fixed income outlook, positioning and performance.

Here are the highlights:

Looking at the global markets from a cyclical lens

The consensus is focused on fiscal policy and the new U.S... read more

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