Tax rates stayed the same but there were significant changes to capital gains in this year’s budget. See our breakdown.
MFS history - Bonding Time Risk Management Lessons
April 15, 2024
Discover how MFS Investment Management launched the industry's first global bond fund.
Staying true to its convictions: MFS's long-term discipline
February 26, 2024
Sun Life MFS Funds all have one thing in common – The Funds are invested for the long term.
Collaboration is key to MFS’s unique approach
February 26, 2024
Find out why collaboration is at the heart of MFS Investment Management processes.
Capturing growth while mitigating risk: the MFS formula
February 26, 2024
Active risk management is one of the three pillars that make up the Sun Life MFS Funds investment formula.
Are your Clients investing with their legacy in mind?
February 15, 2024
While having an estate plan is important for clients’ legacies, it’s equally important to ensure that their money ends up in the hands of their intended recipients.
Granite Funds – Q4 2023 CIO views
January 30, 2024
What are the key themes for 2024? Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc., discusses diversification, central banks, inflation, and high-quality bonds, which may all play vital roles in shaping the year ahead.
Q4 2023 | Market Update
January 10, 2024
Equities and bonds finished 2023 with robust gains expecting a rate cut from the U.S. Federal Reserve in early 2024.
How to assess what a company is worth
November 15, 2023
What’s the most popular valuation metric? Jason Zhang, Portfolio Manager, SLGI Asset Management Inc., discusses this as well as how combined valuation metrics are used to manage multi-asset portfolios.
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.
Advisor tools and calculators
Our tools and calculators can help advisors develop recommendations for clients by outlining key concepts and bringing ideas to life. Select the tool best suited for your client to start their investment journey with Sun Life Global Investments.
Fund reviews
Advisors, please contact your Sun Life Global Investments Wealth Sales Team for fund commentary.