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LIBRARY

Market and portfolio insights, webinars and podcasts from across our investment teams to provide our investors with the guidance they demand to navigate the changing world we are living in.

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FOR YOU

Insight

Outlook 1
Communications

Communications sector posted good gains in 2021 (+27.5% mid-Dec YoY), albeit underperforming S&P 500 by ~2 p.p.

Insight

Outlook 2
Communications

Communications sector posted good gains in 2021 (+27.5% mid-Dec YoY), albeit underperforming S&P 500 by ~2 p.p.

Insight

Outlook 3
Consumer Discretionary

We expect consumer trends to remain positive for consumption expenditure in the US driven by...

Insight

Outlook 4
Real Estate

The key real estate indicators are expected to strengthen during 2022 despite some challenges in certain industry segments...

Insight

Outlook 5
Consumer Discretionary

We expect consumer trends to remain positive for consumption expenditure in the US driven by...

Insight

Outlook 6
Real Estate

The key real estate indicators are expected to strengthen during 2022 despite some challenges in certain industry segments...

Insight

Outlook 7
Real Estate

The key real estate indicators are expected to strengthen during 2022 despite some challenges in certain industry segments...

FEATURED

Insights - Outlook 2022 Consumer Discretionary

We expect consumer trends to remain positive for consumption expenditure in the US...

Insights - Outlook 2022 Technology

Technology sector remains one of the key beneficiaries of new post-pandemic work flow and...

Insights - Outlook 2022 Communications

Communications sector posted good gains in 2021 (+27.5% mid-Dec YoY), albeit...

Insights - Outlook 2022 Health Care

Over the next 12 months, COVID-19 will continue to play a swing factor in the healthcare industry.

Insights - Outlook 2022 Real Estate

The key real estate indicators are expected to strengthen during 2022 despite some challenges...

Group Overview - 2022

Discipline. Focus. Clarity. These are what set us apart. Rather than chase every fad, we hone in on...

GLOBAL LEADERS

Insights - Outlook 2022 Consumer Discretionary

We expect consumer trends to remain positive for consumption expenditure in the US...

Insights - Outlook 2022 Technology

Technology sector remains one of the key beneficiaries of new post-pandemic work flow and...

HEALTH TRENDS

Insights - Outlook 2022 Health Care

Over the next 12 months, COVID-19 will continue to play a swing factor in the healthcare industry.

Signet FFF Health Trends (CY) - 2022

The Fund targets equity investments across three key trends: new biotech and pharma companies most likely to benefit from the...

REAL ESTATE

Signet Real Estate Base Strategy - 2022

The Fund targets core and value add properties within residential, office and hospitality segments and other market segments..

Insights - Outlook 2022 Real Estate

The key real estate indicators are expected to strengthen during 2022 despite some challenges...

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