As passive penetration into fixed income picks up, active managers are increasingly making the case for how active management can benefit fixed income. Arguably, the debate between active and passive management of fixed-income investing is driven by asset-accumulation incentives on both sides. This article outlines a portfolio manager’s views...read more
Recently I attended the 2018 Citigroup Global Property CEO Conference, where over 1,200 of the world’s leading property-sector chief executive officers and investors were in attendance. The event saw a record turnout – the highest in over 20 years – which highlights the continued interest in and appetite for global property.
Predictable and growing cash flow, and low volatility – these are some of the benefits of owning real assets like real estate and infrastructure, as well as high-yield securities. Watch this brief and informative video as Geof Marshall, Senior Vice-President and Portfolio Manager, and Kevin McSweeney, Vice-President and Portfolio Manager,...read more
Given the importance of Australian holdings to the Signature High Income Fund, Signature Diversified Yield II Fund, including corporate class versions, and the Sentry Global Infrastructure Fund, and with Signature as a large investor in Australia (key holdings include Transurban Group and Sydney Airport), I was proud to accept an invitation to...read more
In the following video, I explain how Signature's unique team philosophy, structure, and culture are necessary to navigate today’s increasingly complex global markets. I hope this gives you insight on how the Signature team operates to protect our clients and seek benefits in an interconnected world. Thank you for your ongoing support.... read more
“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...read more
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...read more
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...read more
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
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...read more