November 13, 2017
Co-author: Drummond Brodeur

As part of Signature’s continuing effort to keep you and your clients updated with what we are seeing in the global economy, we wanted to share with you a brief video from Drummond Brodeur and J.P. Bry where they discuss key insights from J.P.’s recent European tour. Among the topics discussed...

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November 6, 2017

Low interest rates have propelled a search for yield and rotation into higher-yielding emerging market (EM) debt, resulting in record inflows into the asset class. As discussed by Fernanda Fenton in April, the investor base continues to grow beyond dedicated EM investors, further intensifying the rally in EM sovereigns. In the current year,...

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October 20, 2017

At the CI Leadership Conference in Palm Springs, I articulated an analogy to a small group in the Signature “Earn Better Income” breakout session that I wanted to share with our readers. 

Each year, as part of their great migration across the Serengeti, two million wildebeest cross the Mara River to reach the grasslands in Kenya. ...

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October 10, 2017

The separation of investing into benchmark (beta) and value-add (alpha) is the foundation of institutional portfolio management. The concept of “portable alpha” has been used extensively to help with the efficient portfolio design on different benchmarks that reflect investors’ various long-term goals. This article, on the other hand, will deal...

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September 29, 2017




Co-author: Matthew Strauss

Many economists express doubts about China's ability to move up the value chain to attain the status of a higher-income economy, especially since China started losing its competitiveness in light...

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