Introducing Signature’s Back to School Series

Drummond Brodeur's picture
Co-authors:      

Eric Bushell

Matthew Strauss

Bob Lyon 

 

Geof Marshall

Paul Borean

John Hadwen

 

As summer wraps up and students head back to school, the Signature team is pleased to offer their own educational series. Back to School is a collection of videos that provide current views on the markets, from credit and rates to FX, commodities and equities. Watch these videos to gain valuable global insights from Signature’s sector specialists and portfolio managers.

 

Regime Change to Humpty Dumpty

Eric Bushell, Senior Vice-President and Chief Investment Officer, discusses the markets, the influence of central banks over the past 10 years, and his expectations for the short- and mid-term future.

 

AROUND THE WORLD

 

Developed and Emerging Markets

Drummond Brodeur, Senior Vice-President and Global Strategist, and Matthew Strauss, Vice-President and Portfolio Manager, go around the world as they discuss key challenges that developed and emerging markets face.

 

ASSET CLASSES

 

Interest Rates Market Update

Now that we are experiencing the first globally synchronized economic recovery and monetary tightening cycle in over 10 years, Drummond Brodeur, Senior Vice-President and Global Strategist, and Paul Borean, Senior Investment Analyst, examine what this means for various asset classes.
 

The Credit Market

Drummond Brodeur, Senior Vice-President and Global Strategist, and Geof Marshall, Senior Vice-President and Portfolio Manager, reveal opportunities in the high yield credit markets during a rising rate environment.

 

The Equity Market

Drummond Brodeur, Senior Vice-President and Global Strategist, and Bob Lyon, Senior Vice-President and Portfolio Manager, discuss what they are seeing in the equity market and examine various sectors—which ones they like and which ones they would avoid going forward.

 

The Currency Market

Drummond Brodeur, Senior Vice-President and Global Strategist, and Matthew Strauss, Vice-President and Portfolio Manager, discuss their views on the currency market, particularly the U.S. dollar and Canadian dollar.

 

FUND UPDATES

 

Signature Global Income & Growth Fund

Drummond Brodeur, Senior Vice-President and Global Strategist, explores the Signature Global Income & Growth Fund.

 

Signature High Income Fund and Signature Diversified Yield Fund

Geof Marshall, Senior Vice-President, Portfolio Management and Portfolio Manager, explores his outlook for the Signature High Income Fund and Signature Diversified Yield Fund.

 

Signature Global Dividend Fund

Drummond Brodeur, Senior Vice-President and Global Strategist, and John Hadwen, Vice-President and Portfolio Manager, discuss their outlook on the Signature Global Dividend Fund.

 

This commentary is published by CI Investments Inc. It is provided as a general source of information and should not be considered personal investment advice or an offer or solicitation to buy or sell securities. Every effort has been made to ensure that the material contained in this commentary is accurate at the time of publication. However, CI Investments Inc. cannot guarantee its accuracy or completeness and accepts no responsibility for any loss arising from any use of or reliance on the information contained herein. This commentary may contain forward-looking statements about the fund, its future performance, strategies or prospects, and possible future fund action. These statements reflect the portfolio managers’ current beliefs and are based on information currently available to them. Forward-looking statements are not guarantees of future performance. We caution you not to place undue reliance on these statements as a number of factors could cause actual events or results to differ materially from those expressed in any forward-looking statement, including economic, political and market changes and other developments. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Comments

Submitted by Jim Durnin on

Hi, I have watched all the videos and find the UPDATE very valuable.

If there was a way to include some charts to further drive home your points that would be very helpful, especially is we could download them or download presentations.

Thanks much, Jim Durnin, CFP

Drummond Brodeur's picture
Submitted by Drummond Brodeur on

Hi Jim, great to see you the other day. I’m glad you found value in our updates and thanks for the feedback. Our goal was to start leveraging technology to enhance our communication efforts. Our intent is to continue to look for ways to improve on our efforts, and your comments are appreciated as we consider what might be helpful for you.

Regards,
Drummond

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