December 9, 2019
Jeremy Yeung's picture

When I was in San Francisco this month I noticed something peculiar about my iPhone – I was running on AT&T’s 5G network. This was a big surprise to me because I don’t have a 5G phone (Apple is expected to launch their first 5G phone next year). So what happened? Did I secretly access a hidden futuristic network only accessible to...

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November 20, 2019
Carlton Ling's picture

Background on WeWork

As you have probably read, WeWork’s much hyped equity initial public offering (IPO) failed.  For the record, we are not invested in either their shares or the previously issued high-yield bonds.  Although we have no investment in WeWork, we thought we could use it as an interesting example...

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November 8, 2019
Joshua Varghese's picture

In 2014 Signature Global Asset Management opened its Hong Kong office by sending one of our employees, Gorlen Zhou, to the region to open an office. The goal was to establish presence for our group in the Asian markets by developing local expertise and strong relationships with corporations, trading desks, research analysts and investment...

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October 24, 2019
Drummond Brodeur's picture

Executive summary

For investors, the biggest shift over the past quarter was the definitive return by global central banks to easing mode as the U.S. Federal Reserve (Fed) cut its target interest rate for the first time in over a...

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October 4, 2019
Alexandra Gorewicz's picture

To me, thinking of inverted yield curves is a bit like thinking of The Twilight Zone: a bizarre show with thought-provoking (and sometimes horrifying) episodes that generally convey some kind of moral dilemma. A quote from one episode is a nice way of summing up my...

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September 26, 2019
Eric Bushell's picture

As summer wraps up and students head back to school, Signature Global Asset Management is pleased to offer its next educational series. Back to School is a collection of videos that provide current views on the markets and key mandates. Watch these videos to gain valuable global insights from Signature's portfolio management team....

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September 9, 2019
Geofrey Marshall's picture

We view 2019 as a year of validation for our strategy. Focus shifted multiple times in 2018, from investors chasing growth with technology stocks to becoming more risk-averse in the fourth quarter on concerns the U.S. Federal Reserve (the Fed) would be too aggressive hiking interest rates in 2019. Technology is part...

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August 20, 2019
Janice Wong's picture

Over the past quarter, macroeconomic strategists here at Signature Global Asset Management (“Signature”) have become increasingly vocal with their concerns about the economic effects of geopolitical risks and deglobalization. The past few weeks have been rife with signals of a deteriorating...

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July 22, 2019
Drummond Brodeur's picture

Executive summary

I expect to see a significant global economic slowdown in the next 12 months, with a high chance of a recession around this time next year. I’m not concerned whether we see back-to-back negative quarters; a recession is defined as a significant slowdown in aggregate demand, which is highly likely in...

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July 5, 2019
Malcolm White's picture

We recently attended the Gartner Security & Risk Management Summit held just outside Washington, D.C. The Washington, D.C. area was an appropriate host for the conference given all of the internet security concerns raised by the current U.S. administration, including the...

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