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.
Today’s cash advantage in our portfolios
October 12, 2023
Aly Somani, CFA, Portfolio Manager, SLGI Asset Management Inc. talks about shifting financial dynamics and why cash is important today. “We have always considered fixed income (including cash) to be a kind of ballast in our multi-asset portfolios,” he says.
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.