Vaccines, rock-bottom interest rates – a bull market? 

The Sun Life Global Investments 2021 Wealth Series features ideas and opportunities for growth, income and guaranteed income*. This series of virtual events features portfolio managers from our subadvisors.

Part 3: Growth ideas for every investor

Sun Life MFS U.S. Growth Fund

In this presentation, we discuss:
  • How MFS has embedded long-term discipline and risk management into their DNA – since 1924.
  • How sustainability and ESG factors into the investment process, helping to contribute to value creation.
  • About key, long-term themes MFS sees unfolding and how they are capitalizing on them.
  • How the Fund is positioned to take advantage of sustainable growth opportunities, while focusing on preserving capital.

1 hour

Additional resources

 

Learn more about Sun Life MFS U.S. Growth Fund  

 

Sun Life JPMorgan International Equity Fund

In this presentation, we discuss:
  • The backdrop and outlook for international markets and how to navigate them.
  • Why having the flexibility to invest across regions, sectors, and styles is key – especially in a pandemic world.
  • Where JPMorgan’s portfolio managers, regional investment professionals and global sector specialists are finding the best opportunities.   
  • How the portfolio is positioned, what the highest conviction ideas are, and what has been driving performance

1 hour

Additional resources

 

Learn more about Sun Life JPMorgan International Equity Fund

 

Sun Life Granite Managed Solutions

In this presentation, we discuss:
  • Hear directly from Sadiq S. Adatia on how the team is positioning the Granite portfolios and where they are finding opportunities. Is it Canada’s time to shine?
  • Summer is on the horizon, and COVID-19 is still a reality. Learn how the team is adjusting for risk in the Granite portfolios through active management and tactical asset allocation. Is there light at the end of the tunnel?
  • Let’s dive into fixed income to understand how Granite is positioned in this current low–rate environment.

1 hour

Additional resources

 

Learn more about Sun Life Granite Managed Solutions

 

Part 2: Income ideas in a low interest rate environment

Sun Life Core Advantage Credit Private Pool

In this presentation, we discuss:
  • SLC’s deep history and expertise in both public and private fixed income - and why SLC is equipped to manage fixed income portfolios, particularly in this challenging low-rate environment.
  • Why it makes sense to have inflation protection, and why the team is in a unique position to add value with expertise in the asset class.
  • How SLC uses sophisticated hedging strategies to create a global opportunity set by not only hedging the maturity value of the bond, but the regular cash payments as well.

1 hour

Additional resources

 

Learn more about Sun Life Core Advantage Credit Private Pool 

 

Sun GIF Solutions – Income Series

In this presentation, we discuss:
  • How Sun GIF Solutions Income Series can solve for key risks retirees face, including the need for a guaranteed income stream.
  • Using Income Series’ Strategic Income Fund within a financial plan.
  • Featured guest speaker Eugene Lundrigan, President SLC Management Canada, will provide commentary on the key components of the Strategic Income Fund.
  • The tax efficiency of non-registered segregated funds.

1 hour

Sun Life Opportunistic Fixed Income Private Pool

In this presentation, we discuss:
  • Why broader fixed income diversification, especially into non-core areas of the market, can lead to higher returns—while still targeting core-like volatility.
  • How alternative long/short strategies may benefit from increasing volatility and dispersion across markets, and could help boost returns in this low rate environment.
  • How the team dynamically positions this true go-anywhere liquid alternatives fixed income strategy to take advantage of market dislocations

1 hour

Additional resources

 

Learn more about Private Pools

 

Part 1: Ideas and opportunities for growth

Sun Life MFS Global Growth Fund

In this presentation, we discuss:
  • Cutting through the noise – how careful stock selection is critical in today’s market and beyond
  • Where MFS is finding quality companies with sustainable growth, at a reasonable price
  • How MFS’s conservative growth approach has led to solid long-term results

1 hour

 Sun Life MFS International Opportunities Fund

In this presentation, we discuss:
  • Where sustainable growth opportunities lie outside of the U.S.
  • What growth companies could be poised to emerge stronger from the pandemic
  • What long-term growth trends look favourable and how MFS plans to capitalize on them

1 hour

 Sun Life Excel Emerging Markets Fund

In this presentation, we discuss:
  • How some emerging market countries fared in 2020 and our outlook for the coming year
  • Emerging market equities in a post-COVID world – why could there be opportunities in Emerging Markets
  • Navigating the diverse investment opportunities in emerging market equities as we begin China’s Year of the Ox

1 hour

Additional resources

(Not for distribution to investors)

*Pertains to Sun Life Guaranteed Investment Funds, not Mutual Funds 

Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies.

SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds.  Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates.

© SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. All rights reserved.