January 3, 2018
Alexandra Gorewicz's picture

“Some use statistics as drunkards use lamp-posts – for support rather than illumination.”

As 2017 comes to an end, it is only appropriate that we reflect on positioning and performance across our fixed income strategies and set the course for what is shaping up to be a challenging 2018. That is not to say that...

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December 20, 2017
Paul Borean's picture

Throughout the era of highly accommodative monetary policy that has endured over much of the last decade, a core fixed income solution is still viewed by many investors as the key source of diversification for portfolio risky-asset exposures. This preference has held even during a regime where bonds’ correlations with risky assets have...

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December 5, 2017
Eric Bushell's picture

How banks drive market cycles, the emergence of China 2.0, and the rise of fintech

I wanted to share with you a lively discussion I had with Paul Schulte during the 2017 CI Leadership Forum in Palm Springs that focuses on how banks drive market cycles, the emergence of China 2.0, and the rise of fintech. Paul is the...

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November 27, 2017
Matthew Strauss's picture

In this video blog, Matthew Strauss is joined by Drummond Brodeur to discuss the key insights from Matthew’s recent research trip to the Signature Hong Kong office and other parts of Asia.

  

Topics discussed include:

the need to have local insights for Asian markets  China moving up... read more
November 13, 2017
Jean-Philippe Bry's picture
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
Naman Agarwal's picture

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
Geofrey Marshall's picture

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
Kamyar Hazaveh's picture

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
Gorlen Zhou's picture

 

 

 


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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September 8, 2017
Drummond Brodeur's picture
Co-authors:      

Eric Bushell

Matthew Strauss

Bob Lyon 

 

...

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