Sun Life Guaranteed Investment Funds (GIFs) - Effective April 24, 2023, the Deferred Sales Charge (DSC) option and Low Load (LL) Sales Charge option will no longer be available for new purchases. Switching from a fund previously purchased under DSC or LL Sales Charge options to other DSC or LL funds, will continue to be permitted.
A review of the week's top global economic and capital markets news.
High-yield bonds have historically been an attractive asset class. In this video, Jason Zhang, Portfolio Manager, SLGI Asset Management Inc., explains why they’ve recently lost their appeal and how the Multi-Asset Team has modified its weighting as a result.
As we enter a potential phase of “higher for longer” interest rates, Chhad Aul, CIO and Head of Multi-Asset Solutions, SLGI Asset Management Inc. discusses current opportunities and portfolio positioning. He also talks about how achieving a soft landing may be hard for Canada as the economy slows down and may sink into recession.
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.
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.
Equities suffered as borrowing costs hit multi-year highs. Tight financial conditions in the U.S. also hurt bond markets across the globe.
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.
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.
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.
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.
SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund’s prospectus. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Sun Life Assurance Company of Canada is the issuer of accumulation annuities (insurance GICs), payout annuities and individual variable annuity contracts (segregated fund contracts). Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. Sun Life Financial Trust Inc. is the issuer of guaranteed investment certificates.
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.
