Drummond Brodeur's blog
Given the number of inquiries I’ve received regarding the recent sell-off in global equity markets, I thought I’d share a few quick observations from Signature’s perspective.
Next week, Eric will be holding a webcast along with other team members, so a more detailed perspective will also soon be available.
The quick conclusion is that while we want to respect the changes taking place in terms of market expectations, we perceive the current correction as setting up an opportunity to increase exposure to risk assets and not a time for fear or panic.
At the time of writing this blog, we are still early in the unfolding political drama between Russia and the Ukraine. The markets have taken a bit of a knock as a result. Having read various articles and listened to several calls, let me share a few of the early views that are emerging.