2106 Market Sentiment Report

RESOURCES

2016 Report
2015 Report

BRIGHT PAPER

Learn more about strategies for addressing a powerful bias*

LOSS AVERSION AND YOUR INVESTMENT PORTFOLIO

When we kicked off our market sentiment survey earlier this year, we decided to shine a light not just on what investors are thinking, but on what they've actually been doing.

We were looking for clues as to whether recent stock market volatility had an impact on investors' views and behaviour – and it did.

Even with some anxiety and a trend toward pessimism, we found some comforting alignment between investors' and advisors' opinions on the best course of action when markets go topsy-turvy.

So whether you're an investor in search of education or an advisor looking for client insight, we hope you discover a nugget or three to help you find the bright side in today's volatile markets.

FIND THE BRIGHT SIDE

Visit findthebrightside.ca to go behind the curtain and see what investors are thinking and doing with their portfolios.

findethebrightside.ca

MEDIA INQUIRIES

If you're a member of the media and would like to discuss the 2016 Market Sentiment Report with a spokesperson, contact:

Kim Armstrong, 
kim.armstrong@sunlife.com
416-979-6207.

Note: In this study, investors are defined as Canadians who are 18-80 years of age with a minimum of $25,000 in investable assets.

*The information contained in this presentation is intended for general informational use only and is compiled from sources believed to be reliable, but no representation or warranty, express or implied, is made as to its accuracy. All opinions contained in the presentation and/or commentaries expressed by Sun Life Assurance Company of Canada are subject to change without notice and are provided in good faith without legal responsibility. You should note that the views expressed are those of the author and not necessarily the opinions of SLGI. This presentation is not intended to provide specific financial, tax, insurance, investment, legal or accounting advice and should not be relied upon in that regard and does not constitute a specific offer to buy and/or sell securities.

Please note, any future or forward looking statements contained in this summary are speculative in nature and cannot be relied upon. There is no guarantee that these events will occur or in the manner speculated. Please speak with your professional advisors before acting on any information contained in this summary.