Portfolio Thoughts February 20, 2017

Short-term outlook Despite the markets being very over-bought (RSI’s over 80 and at these levels only three times in 10 years), the S&P 500 index managed to close the week near its all-time high of 2351. Right now, it is looking unlikely that a pullback beyond 1% or 1.5% will happen because there is still […]

Investment Thoughts – Summary Jan 31, 2017

Signet’s Global Multi-Strategy Fund Signet Global Multi-Strategy Loan position is supported by its floating rates, limited duration and positioning at the top of the capital structure. This, and supportive growth, should continue to draw investors to loans in 2017. US and European short duration CCC bonds offers value and rate protection, with proper credit work.   […]