Commentary

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.

High-yield bonds

October 25, 2023

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.

Granite Funds - Q3 CIO views

October 24, 2023

As we enter a potential phase of “higher for longer” interest rates, Chhad Aul, Chief Investment Officer 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.

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.

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.