Effective November 27, 2021, the deferred sales charge and low load sales charge purchase options will no longer be available for purchase on Sun Life Global Investments mutual funds. Switches between funds of the same sales charge purchase option will be permitted.

In the media

Check out the latest interviews with our Investment Team as they comment on economic issues and investment strategy.

The Fed is not overreacting to the threat Omicron poses: Chhad Aul

December 1, 2021 – Chhad Aul, CIO and Head of Multi-Asset Solutions, talks to BNN Bloomberg about portfolio considerations to hedge against volatility. He believes that the economy is past peak inflation, but central banks may continue to normalize the economy by raising rates.

How SLGI approaches sub-advisor selection, risk management, and ESG considerations

November 26, 2021 – Christine Tan, Portfolio Manager, talks to Catherine Murray Media & Markets about Sun Life managed solutions and how SLGI Asset Management Inc. selects sub-advisors. She also explains risk adjusted returns, where we are looking for opportunities next, and how the whole world took notice of sustainability considerations during the pandemic. 

Expect more volatility heading into 2022: Chhad Aul

November 16, 2021 – Chhad Aul, CIO and Head of Multi-Asset Solutions, talks to BNN Bloomberg about how markets are shaping up in trading. He believes investors should be prepared for heightened volatility in the equity market next year. 

TSX above 21,000 fueled by Canadian market exposure to procyclicals and inflation sensitive areas

October 19, 2021 – Chhad Aul, CIO and Head of Multi-Asset Solutions, talks to BNN Bloomberg about the TSX surpassing 21,000 points. Chhad explains that the Canadian market’s large exposure to cyclical sectors such as Financials, Energy and Materials is a cause for it. Despite a great run for markets, Chhad warns investors about higher volatility.

Central bank policy isn’t perfectly suited to address supply-driven inflation

October 5, 2021 – Chhad Aul, CIO and Head of Multi-Asset Solutions, talks to BNN Bloomberg about how markets are shaping up in trading. He talks about the current market rotation into value sectors and cyclicals that are tied more to reopening of the global economy. He also said there will be a clear focus once again on guidance with this next quarter’s results.

Which countries have the largest share of female investors?

September 24, 2021 – Oricia Smith, President of SLGI Asset Management Inc. and Senior Vice-President, Investment Solutions, Sun Life Canada, shared with Wealth Professional that only 18% of Canada’s advisors are women, and that the demand for financial advice for women is growing. 

Why SLGI’s new CIO and Head of Multi-Asset Solutions is planning evolution not revolution

September 24, 2021 – Chhad Aul talks to Wealth Professional about plans to grow his team to manage the challenging, more active, post-pandemic environment.

Market selloff is not surprising as many participants have called for a correction

September 20, 2021 – Chhad Aul, CIO and Head of Multi-Asset Solutions, talks to BNN Bloomberg about volatility as markets face pressure, in part, over fears surrounding China’s Evergrande debt crisis. Chhad believes the selloff is not surprising given the fact that many participants have been calling for a correction in recent weeks.

Why number of women with no financial plan is a 'wake-up call' for industry

August 30, 2021 – Oricia Smith, SLGI Asset Management Inc. President and Senior Vice President, Investment Solutions, Sun Life Canada, talks to Wealth Professional about her ambitions to make Sun Life Global Investments one of Canada’s most forward-looking asset managers, helping Canadians live better lives and retirements while supporting advisors to ensure every individual in Canada has a financial plan. 

Canadian banks' loan growth, provisions set to aid year-on-year profit rise

August 19, 2021 -  Chhad Aul, VP Portfolio Management and Portfolio Manager, talks to Reuters about how economic activity continuing to normalize with re-openings is expected to drive better loan growth at Canadian banks.

‘A magnet, not a mandate’: How some big Canadian firms are reframing the office

July 20, 2021 -  Oricia Smith, President of SLGI Asset Management Inc. and Senior Vice-President of Investment Solutions with Sun Life Canada, talks to Global News about the future of work after the pandemic and how we want our offices “to be a magnet, not a mandate.” 

Prepare to pay capital gains on shares, property left by deceased

July 5, 2021 - François Bernier, Director of Tax and Estate Planning, answers a question about property from a reader acting as a co-executor in the Montreal Gazette.

Why India could potentially lead in post-pandemic growth 

June 22, 2021 - Christine Tan talks to the Globe and Mail about how India’s growing economy is a function of low interest rates, focused government spending and manufacturing-centred initiatives. 

Seg funds 101

June 14, 2021 -  Justin Ezekiel, Director of Tax and Estate Planning, talks to Investment Executive about the intricacies of segregated funds. 

Walking the walk

May 17, 2021 - Oricia Smith, President of SLGI Asset Management Inc. and Senior Vice-President of Investment Solutions with Sun Life Canada, speaks about sustainability considerations in our investment process in this interview with Investment Executive.

A more diverse world at Sun Life Global Investments

May 12, 2021 - Oricia Smith, SLGI Asset Management Inc.’s new President and Senior Vice-President, Investment Solutions, Sun Life Canada, wants to help diversify staff, and bring a variety of perspectives to the table to better help advisors and investors. Read the full article from Wealth Professional.

Young Canadians need your help more than ever

March 12, 2021 - President Oricia Smith talks to Wealth Professional about how the uncertainty created by COVID-19 has caused a shift in investor priorities and highlighted the importance of preparing for the unexpected. 

Young Canadians ready to focus on finances

March 12, 2021 - The pandemic has highlighted the importance of preparing for the unexpected, President Oricia Smith says. 

China leads emerging market rebound

July 21, 2020 - Emerging markets are “no longer toddlers, but teenagers,” and are positioned for recovery, says Sun Life Global Investments Portfolio Manager Christine Tan.

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.

The content on this webpage is provided for information purposes only and is 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 SLGI Asset Management Inc. or any of the sub-advisors to those funds. These views are not to be considered as investment advice nor should they be considered a recommendation to buy or sell. There could be forward-looking statements about the economy, and 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.