In 2014 Signature Global Asset Management opened its Hong Kong office by sending one of our employees, Gorlen Zhou, to the region to open an office. ... read more

For investors, the biggest shift over the past quarter was the definitive return by global central banks to easing mode as the U.S. Federal Reserve (Fed) cut its target interest rate for the first time in over a decade, while the European Central Bank (ECB) cut rates to -0.5% and restarted its quantitative easing (QE) program. For now, the highs in interest rates are behind us and we expect them to keep heading lower through 2020. For savers and risk-averse investors this is a massive headache.... read more

To me, thinking of inverted yield curves is a bit like thinking of The Twilight Zone: a bizarre show with thought-provoking (and sometimes horrifying) episodes that generally convey some kind of moral dilemma.... read more

As summer wraps up and students head back to school, Signature Global Asset Management is pleased to offer its next educational series. Back to School is a collection of videos that provide current views on the markets and key mandates. Watch these videos to gain valuable global insights from Signature's portfolio management team.... read more

We view 2019 as a year of validation for our strategy. Focus shifted multiple times in 2018, from investors chasing growth with technology stocks to becoming more risk-averse in the fourth quarter on concerns the U.S. Federal Reserve (the Fed) would be too aggressive hiking interest rates in 2019. Technology is part of the market that just does not work for our strategy and therefore increases the risk of the strategies underperforming other balanced funds.... read more

Over the past quarter, macroeconomic strategists here at Signature Global Asset Management (?Signature?) have become increasingly vocal with their concerns about the economic effects of geopolitical risks and deglobalization. ... read more

I expect to see a significant global economic slowdown in the next 12 months, with a high chance of a recession around this time next year. ... read more