Portfolio insights

How will inflation & negative returns impact my retirement portfolio?

An increasing number of Canadians are retiring, and many before they turn 65. Recent data from Statistics Canada suggests that the number of retirees is up 50%¹ and economists warn that this trend may likely continue.

How will inflation & negative returns impact my retirement portfolio?

Commentary

October 12, 2023

Today’s cash advantage in our portfolios

Aly Somani, CFA, Portfolio Manager, SLGI Asset Management Inc. talks about shifting financial dynamics and why cash is important today. “We have always considered fixed income (including cash) to be a kind of ballast in our multi-asset portfolios,” he says.
October 12, 2023

Why quality companies matter

With ongoing worries about the health of the economy, it’s more important than ever for investors to understand what goes into a quality company, Aly Somani, CFA, Portfolio Manager, SLGI Asset Management Inc. explores the factors that impact quality when researching companies.
October 04, 2023

Q3 2023 | Market Update

Equities suffered as borrowing costs hit multi-year highs. Tight financial conditions in the U.S. also hurt bond markets across the globe.
September 11, 2023

Clients need your help to protect and pass on their legacy – their way

Many Canadian baby boomers are retiring. However, many of them haven’t planned their succession yet. This gap opens up the opportunity for advisors to start discussing this important topic with their Clients.
August 16, 2023

Rates, recession and rallies - What now?

Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc., discusses how the rate-hiking cycle will affect the economy. He also shares his insights on a potential recession, the performance of artificial intelligence stocks and the current risk-reward scenario provided by high-quality bonds.
August 16, 2023

Granite Target Risk Funds - Q2 CIO Views

Lagged effects of rate hikes are elevating risks to the global economy warns Chhad Aul, CIO and Head of the Multi-Asset Solutions, SLGI Asset Management Inc. He discusses this and how active management and investing in bonds can help amid rising uncertainty.
July 18, 2023

Recession – How soon?

Anthony Wu, Portfolio Manager, SLGI Asset Management Inc., shares his insights on a potential soft-landing scenario. He also provides an overview of the indicators that could show that a recession is on its way.
July 17, 2023

Technology advances - What should investors consider?

Artificial intelligence has gathered a lot of attention on the markets lately. In this video, Anthony Wu, Portfolio Manager, SLGI Asset Management Inc., discusses how technology innovations have impacts on the markets and on portfolio management.
July 05, 2023

Q2 2023 | Market Update

Markets rise spurred by high hopes for artificial intelligence and receding recession fears
May 25, 2023

Learn how guaranteed investment funds (GIFs) can help your business

Your corporate clients may not know Sun Life Guaranteed Investment Funds (GIFs) contracts owned at the corporate level offer several attractive benefits for business owners. GIFs are also known as segregated fund contracts.