Commentary

The Fed’s race to ‘neutral’ and beyond

May 04, 2022

With larger rate hikes, the US Federal Reserve is expected to take the federal funds rate to or above the neutral rate of interest to fight inflation. While the fed rate at neutral would neither restrict nor support growth, fed rates above neutral could weigh on both growth and inflation.

What is 5G? The connected world is about to get a whole lot faster

April 18, 2022

MFS believes 5G wireless technology is an industry disruptor.

Do international equities have a place in your portfolio?

March 23, 2022

Current geopolitical risks may provide an opportune time to capture cheaper valuations to add diversification to your portfolio. 

Rising inflation can harm portfolios, but real assets can help mitigate the pain

March 09, 2022

Inflation requires a plan, we can help you get there.

Key takeaways: Weaponizing Energy in the Russia-Ukraine Conflict

March 07, 2022

Opinions and commentary by the Multi-Asset Solutions Team.

Interest rate perspectives | MFS Investment Management

January 27, 2022

Fed holds rates steady but rates to increase “soon.” Some perspectives from MFS.

How to avoid family feuds over clients’ legacies

February 10, 2021

Legacy planning represents a great opportunity to help Clients avoid intra-family conflicts, while potentially building inter-generational relationships.

LIF maximums and Sun Life GIFs contracts with lifetime guaranteed income

January 25, 2021

Two of the Sun Life GIFs products, Sun GIF Solutions Income Series and Sun Lifetime Advantage GIF, offer lifetime guaranteed income along with the core elements of a segregated fund contract, such as maturity and death benefit guarantees.

Becoming the trusted family advisor for wealth transfers and estate planning

January 01, 2020

The following story about a middle-aged professional is true and shows that prospective clients could be closer than you think.

Resources

Stay Diversified

Diversifying to reduce risk is a key investment strategy. The reason: not all investments will perform in the same way at the same time.

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Fund reviews

Advisors, please contact your Sun Life Global Investments Wealth Sales Team for fund commentary.