Commentary

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

December 07, 2022

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.

Housing and jobs data point to a looming recession

December 02, 2022

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. 

Has inflation peaked and what now?

November 24, 2022

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.

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

October 28, 2022

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.

Q3 2022 | Market Update

October 26, 2022

Market’s rollercoaster ends Q3 with a sharp decline amid central banks commitment to higher rates for longer

Inflation, slowing economic growth, and uncertainty

October 18, 2022

Learn how Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc. and his team are positioning Sun Life Granite Funds to help investor portfolios address these competing global forces.

Another super-sized rate hike from the Fed; what will happen to riskier bonds?

September 23, 2022

As interest rates rise to a target range of 3% and 3.25%, the highest since 2008, we reiterate our cautious stance on credit.

U.S. Fed intensifies the fight against inflation with back-to-back rate hikes

July 29, 2022

As financial conditions tighten and the economy slows, we remain cautious on credit.

Fed’s single largest interest hike since 1994 challenges an already volatile market

June 17, 2022

The central bank’s effort to tame price gains is taking precedence over its other mandate – maximum employment

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