Commentary

Why interest rates may stay higher for longer than markets expect

February 15, 2023

2023 has just  begun, but so far inflation and interest rates continue to dominate business headlines. Central banks around the world are deliberating what to do next after relentlessly raising interest rates to fight off the highest inflation we’ve seen in the last 30 years. Rate hikes have affected all asset classes and left investors with few places to hide. Inflation, although likely passed its peak, remains elevated and it could be a while until it’s under control.

Q4 2022 | Market Update

January 13, 2023

Rapid interest rate hikes reset valuations for major asset classes in 2022. We expect the focus to turn to concerns about growth and earnings slowing down in 2023. 

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.

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.

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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