?Be careful what you wish for, you may receive it.? Over the last several months, it feels as if all central bankers have used every speaking opportunity to mention that their monetary policies, including bond purchases (quantitative easing or QE) and negative interest rates (NIRP), have reached their limits. This is an extremely important development, because it means that today?s monetary policies are no longer as effective as they once were. ... read more

When I was in San Francisco this month I noticed something peculiar about my iPhone ? I was running on AT&T?s 5G network. This was a big surprise to me because I don?t have a 5G phone (Apple is expected to launch their first 5G phone next year). So what happened? Did I secretly access a hidden futuristic network only accessible to technology experts like me?... read more

As you have probably read, WeWork?s much hyped equity initial public offering (IPO) failed. For the record, we are not invested in either their shares or the previously issued high-yield bonds. Although we have no investment in WeWork, we thought we could use it as an interesting example of the Signature Global Asset Management (Signature) investment process and the need for cross-asset collaboration.... read more

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