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July 07, 2020

SLGI Quick Takes Part Two: Navigating a New Normal

Hear from our sub-advisors as we navigate uncharted waters in a post-COVID-19 reality.

SLGI Quick Takes: Sun Life Excel India Fund

Rural economic growth may lead the growth revival in India. Portfolio Manager Atul Penkar of Aditya Birla Sun Life AMC, sub-advisor to the Sun Life Excel India Fund, explains how the asset class has been impacted by recent market events.*

Views expressed are those of Aditya Birla Sun Life AMC, sub-advisor to an underlying component of the Sun Life Excel India Fund, for which Sun Life Global Investments (Canada) Inc. acts as a portfolio manager.

SLGI Quick Takes: Sun Life MFS International Opportunities Fund

Coronavirus has been the dominant market story of 2020 with volatility hitting record levels. Investment Product Specialist Peter Loncto, sub-advisor to the Sun Life MFS International Opportunities Fund, discusses how growth stocks have outpaced value stocks driven in large part by the outperformance of a small group of growth companies ideally suited to the shutdown: cloud based computing, e-commerce and in-home consumption of entertainment.*

Views expressed are those of MFS, sub-advisor to an underlying component of the Sun Life MFS International Opportunities Fund, for which Sun Life Global Investments (Canada) Inc. acts as a portfolio manager.

SLGI Quick Takes: Sun Life Excel Emerging Markets Fund

Emerging markets may have been less prepared for a pandemic than their developed counterparts but there have been some superb stories of COVID remediation in northern Asia. John Mensack, Senior Investment Director at Schroder Investment Management and sub advisor to the Sun Life Excel Emerging Markets Fund, reflects on the challenges and opportunities facing emerging market economies.*

Views expressed are those of Schroder Investment Management, sub-advisor to an underlying component of the Sun Life Excel Emerging Markets Fund, for which Sun Life Global Investments (Canada) Inc. acts as a portfolio manager.

SLGI Quick Takes: Sun Life Global Tactical Yield Private Pool

In the span of a few months, we’ve seen the fastest decent into bear market territory for equity markets followed by the sharpest rally ever experienced. Portfolio Manager Chhad Aul discusses where he sees opportunity and how he’s positioning the Sun Life Global Tactical Yield Private Pool as the economic recovery finally begins to take hold.*

SLGI Quick Takes: Sun Life MFS Global Growth Fund

Find out how key secular growth trends like cloud computing, e-commerce and electronic payments have affected the positioning of the Sun Life MFS Global Growth Fund.*

Views expressed are those of MFS, sub-advisor to an underlying component of the Sun Life MFS Global Growth Fund, for which Sun Life Global Investments (Canada) Inc. acts as a portfolio manager.

SLGI Quick Takes: Sun Life Granite Managed Solutions

Sun Life Global Investments CIO Sadiq S. Adatia explains how the recent selloff is a ‘back to reality’ moment for the markets and how he’s positioning the Sun Life Granite Managed Solutions amid the possibility of a second wave of the coronavirus.*

SLGI Quick Takes: Sun Life MFS Low Volatility Global Equity Fund

MFS Investment Product Specialist Scott Edgcomb, sub-advisor to Sun Life MFS Low Volatility Global Equity Fund, explains how he believes in a long-term perspective and staying consistent to their approach amid uncertainty.*

Views expressed are those of MFS, sub-advisor to an underlying component of the Sun Life MFS Low Volatility Global Equity Fund, for which Sun Life Global Investments (Canada) Inc. acts as a portfolio manager.

SLGI Quick Takes: Sun Life MFS International Value Fund

"Our process is one of rigorous, bottom-up, fundamental research on a company by company basis.” John Mahoney, Investment Product Specialist at MFS Investment Management and sub advisor to the Sun Life MFS International Value Fund, discusses his outlook after the sell off in Q1 and how the fund’s positioning is a reflection of where they currently have the most conviction.*

Views expressed are those of MFS, sub-advisor to an underlying component of the Sun Life International Value Fund, for which Sun Life Global Investments (Canada) Inc. acts as a portfolio manager.

SLGI Quick Takes: Sun Life Tactical ETF Portfolios

The saying ‘don’t fight the Fed’ continues to be true for the time being. SLGI Chief Investment Officer Sadiq S. Adatia explains his current outlook and where he sees opportunities in the fixed income space.*

MFS Investment Management

Investment Product Specialist Scott Edgcomb at MFS Investment Management, sub-advisor for the Sun Life MFS U.S. Growth Fund, explains how they look for opportunities as economies around the world begin to come back online.*

Views expressed are those of MFS, sub-advisor to an underlying component of the Sun Life U.S. Growth Fund, for which Sun Life Global Investments (Canada) Inc. acts as a portfolio manager.

KBI Global Investors

KBI Global Investors’ David Hogarty, Head of Strategy Management and Senior Portfolio Manager, discusses the impact of market volatility in the first quarter of 2020 and the dividends market.*

Views expressed are those of KBI, sub-advisor to the Sun Life Global Dividend Private Pool for which Sun Life Global Investments (Canada) Inc. acts as a portfolio manager.

Wellington Investment Management

Brian Doherty, Managing Director and Investment Director at Wellington Investment Management, sub-advisor to the Sun Life Opportunistic Fixed Income Private Pool, adds his perspective on moving through the next phases of the pandemic.*

Views expressed are those of Wellington Management, sub-advisor to the Sun Life Opportunistic Fixed Income Private Pool for which Sun Life Global Investments (Canada) Inc. acts as a portfolio manager.

JP Morgan Asset Management

Tim Leask, Managing Director and Portfolio Manager at JP Morgan Asset Management, sub-advisor of the Sun Life JP Morgan International Equity Fund, discusses the next phases of the pandemic and how he's positioning the fund.*

Views expressed are those of JP Morgan Asset Management, sub-advisor to the Sun Life JP Morgan International Equity Fund for which Sun Life Global Investments (Canada) Inc. acts as a portfolio manager.

Amundi Asset Management

Sergei Strigo, Co-Head of Emerging Markets Fixed Income at Amundi Asset Management, sub-advisor to Sun Life Excel High Income Fund, discusses the impact of COVID-19 in emerging economies now that some are starting to emerge into the re-opening phase.*

Views expressed are those of Amundi Asset Management, sub-advisor to the Sun Life Excel High Income Fund, for which Sun Life Global Investments (Canada) Inc. acts as a portfolio manager.

Sun Life Global Investments

Sun Life Global Investments Chief Investment Officer Sadiq S. Adatia discusses navigating the markets during COVID-19 and how he's positioning the Sun Life Granite Managed Solutions.*

*Important Information

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Investors should read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

These videos, published by Sun Life Global Investments (Canada) Inc., contain information in summary form. The videos are provided for information purposes only and are not intended to provide specific individual financial, investment, tax or legal advice. Views expressed regarding a particular company, security, industry or market sector should not be considered an indication of trading intent of any mutual funds managed by Sun Life Global Investments (Canada) Inc. These views are not to be considered as investment advice nor should they be considered a recommendation to buy or sell.

Information contained in these videos has been compiled from sources believed to be reliable, but no representation or warranty, express or implied, is made with respect to its timeliness or accuracy. The videos may contain forward-looking statements about the economy, and/or markets; their future performance, strategies or prospects. Forward-looking statements are not guarantees of future performance and are speculative in nature and cannot be relied upon.

© Sun Life Global Investments (Canada) Inc., 2020. Sun Life Global Investments (Canada) Inc. and MFS are members of the Sun Life group of companies. MFS refers to MFS Investment Management Canada Limited and MFS Institutional Advisors, Inc.

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