Commentary

MFS Week in Review

A review of the week's top global economic and capital markets news.

MFS Week in Review

A review of the week's top global economic and capital markets news.

  • 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.