Commentary

Federal Budget 2022

The post-pandemic budget - increased spending on health care, defence and housing.

Federal Budget 2022

The post-pandemic budget - increased spending on health care, defence and housing.

  • December 21, 2022

    Bonds: the worst is behind us

    After a horrendous 2022, bonds look poised for a better year in 2023. We think high quality bonds and their income potential could help portfolios overcome volatility in the year ahead.

  • December 07, 2022

    2023 corporate earnings may be in trouble as consumers lose confidence and inflation fades

    Following the pandemic, most consumers face soaring living costs, job uncertainty and declining home and/or portfolio values. It’s clear that our economy is confronting a big headwind.

  • December 02, 2022

    Housing and jobs data point to a looming recession

    Christine Tan, Portfolio Manager , SLGI Asset Management Inc., discusses how the risk of a recession is now elevated due to a slowdown in housing and a declining consumption as consumers feel the pinch of inflation and higher interest rates. 

  • November 28, 2022

    MFS - Capital Markets View

    The MFS Capital Markets View entering the fourth quarter of 2022 that aggregates MFS insights on the equity and fixed income asset classes across regions and countries.

  • November 24, 2022

    Has inflation peaked and what now?

    As inflation is top of mind this year and many ask themselves whether or not it has peaked, we are likely transitioning to a environment where economic slowdown becomes the main narrative, explains Chhad Aul, Chief Investment Officer & Head of Multi-Asset Solutions, SLGI Asset Management.

  • November 04, 2022

    Federal Fall Economic Statement 2022

    Here is a summary of the Federal Fall Economic Statement 2022, that was presented by Minister of Finance, The Honourable Chrystia Freeland, on November 3, 2022. This is a summary of the measures affecting individuals and businesses.

  • October 28, 2022

    As the Bank of Canada slows the pace of rate hikes, high quality bonds may offer a haven

    Following the central bank’s smaller than expected rate hike, we favor high quality bonds as Canada’s outsized housing sector and ballooning consumer debt test its aggressive tightening efforts.