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Jun 11, 2018 | Paul Borean
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Following last year?s positive upswing in GDP growth and the associated windfall to government finances in Canada, many of the nation?s provincial governments have come face to face with some moderation in the economic outlook, and have launched into a phase of late-cycle fiscal stimulus. ... read more

Jun 08, 2018 | Naman Agarwal
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Amid a backdrop of controversial tweets out of the White House, geopolitical risks and trade war angst, market volatility is surging and the potential outflow from emerging markets (EM) has heightened. In Signature?s view, both these factors ? which pose the biggest risks for EM investors ? are being driven by tighter global financial conditions.... read more

Jun 01, 2018 | Kevin McSweeney
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On May 29, 2018, the Government of Canada announced that it is prepared to purchase a variety of assets (most notably the Trans Mountain Pipeline System, including its planned expansion) for $4.5 billion from Kinder Morgan Canada (KML), which is 70%-owned by Texas-based Kinder Morgan Inc. (KMI). Certain mutual funds managed by Signature Global Asset Management (?Signature?) are shareholders of KML and KMI, and Signature has followed this saga extremely closely. This note represents big-picture thinking only, with the details being too numerous to mention here. ... read more

May 22, 2018 | Kamyar Hazaveh
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The difference between short-term and long-term yield in the U.S. and Canada is the narrowest in a decade. The flatness of the yield curve has been the subject of financial media coverage as a recessionary sign. This article summarizes our research on the meaning and impact of a flat yield curve on financial markets. ... read more

May 10, 2018 | Matthew Strauss
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As of June 2018, several onshore Chinese stocks ? so-called A shares ? will be included in the widely followed MSCI Emerging Markets Index and MSCI All Country World Index; but don?t be swept up by the hype and marketing gimmicks surrounding the event. The move in and of itself is not a game changer, but it is an important reminder that China is changing the way global investors should think about their investment strategies.... read more

Apr 18, 2018 | Kevin McSweeney
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