News & insights

Q3 2021 | Market update

Overall, we reduced our equity weighting to neutral from a slightly overweight position.

Q3 2021 | Market update

Overall, we reduced our equity weighting to neutral from a slightly overweight position.

Insights

How to apply an ESG lens to manager selection & oversight

October 5, 2021

Adelina Romanelli, Manager, Responsible Investing, discusses what factors to consider when determining the extent of an investment manager’s commitment to ESG, including the importance of a strong executive team with board-level accountability.

Federal Election 2021

September 20, 2021

After a hard-fought campaign, we have a winner. Our CIO and Head of Multi-Asset Solutions Chhad Aul summarizes the financial implications.

 

Market Update | September 2021

September 20, 2021

After peaking in the spring, benchmark bond yields fell with markets anticipating a Fed Taper. And with countries weighed down by debt, the current V-shaped economic recovery could give way to more moderate growth. Plus, Christine Tan, AVP, Portfolio Management & Portfolio Manager, discusses the battle of vaccines versus variants.

 

CIO Insights

June 25, 2021

As vaccination rates rise globally, will variants put a damper on re-openings? And meme stocks are back in the headlines. CIO Sadiq S. Adatia explains our bullish outlook for the rest of the year, and why we’re overweight value stocks.

Fixed income still matters. And the bonds you pick matter even more.

May 31, 2021

This article looks at how we are addressing current fixed income challenges by broadening our source of returns, and why bonds—despite the current headwinds—should still be considered a key part of your plan members’ portfolios.

Budget 2021: Looking beyond COVID-19

April 19, 2021

COVID-19 upended the finances of governments around the world. And after nearly two years without a federal budget, Finance Minister Chrystia Freeland has delivered a sweeping fiscal blueprint for 2021 and the years beyond. 

Q1 2021 | Market Update

April 16, 2021

Inflation and interest rates fears grow, but markets head higher.

CIO Insights | March 2021

March 17, 2021

Positive vaccine news and additional U.S. stimulus could push markets higher and fuel an economic rebound. CIO Sadiq S. Adatia explains why he remains overweight equities and is increasing exposure to Canada and emerging markets, which may benefit as the economy reopens.

Les marchés en bref février 2021 Les marchés en bref février 2021

CIO Insights | February 2021

February 19, 2021

CIO Sadiq S. Adatia discusses the markets and both the advances and challenges we are facing with COVID-19, including new strains and what this could mean for the economy. Plus, an update on our portfolio positioning.

Making sense of speculation and market volatility

February 4, 2021

Towards the end of January, markets started paying attention to a “short squeeze.” Was it a blip, or a sign of something else?

Q4 2020 | Market Update

January 19, 2021

Despite a global economy ravaged by COVID-19, major indexes surged to record highs.

CIO Insights | December 2020

December 14, 2020

CIO Sadiq S. Adatia discusses the results of the U.S. presidency, a change in power and the vaccine advances in the fight against COVID-19, plus an update on our portfolio positioning.

CIO Insights | November 2020

November 20, 2020

Our CIO is watching U.S. political developments, how COVID-19 is impacting markets, and job numbers.

Exclusive presentation with Sadiq S. Adatia | Coronavirus – The impact on portfolios

April 02, 2020

Markets have retreated as the Coronavirus continues to spread and threatens the global economy. But volatile markets may also create opportunities. We have recorded a presentation with CIO, Sadiq S. Adatia.

News

October 15, 2021 | Benefits Canada

Focusing on TDF glide paths as migration from DB to DC plans continue

Target date funds are a complex product, but packaged in a way that is easy for plan members to understand. And Sun Life’s historical data puts the advantage for TDF-only plan members to 1% per year in average outperformance, net of fees. From a fiduciary standpoint, it makes sense for Canadian plan sponsors to embrace TDFs as their default option.

 

June 21, 2021 | Benefits and Pension Monitor 

The 2021 ESG Roundtable - Sustainable investing is experiencing a paradigm shift

“There is now a greater appreciation for how ESG factors might impact corporate financial performance,” according to Kathrin Forrest, VP, Portfolio Management and Portfolio Manager with SLGI Asset Management Inc. Kathrin shares why this is, along with numerous insights on the current ESG landscape in this roundtable hosted by Benefits & Pensions Monitor.  (This publication is English only)

 

May 17, 2021 | Investment Executive

Walking the walk

Oricia Smith, President of SLGI Asset Management Inc. and Senior Vice-President of Investment Solutions with Sun Life Canada, speaks about sustainability considerations in our investment process in this interview with Investment Executive.

 

May 12, 2021 | Wealth Professional

A more diverse world at Sun Life Global Investments

Oricia Smith, SLGI Asset Management Inc.’s new President and Senior Vice-President, Investment Solutions, Sun Life Canada, wants to help diversify staff, and bring a variety of perspectives to the table to better help advisors and investors.

 

June 19, 2020 │ Benefits Canada

Where can pension funds find returns in a low interest rate environment?

Sun Life Global Investments Portfolio Manager Kathrin Forrest explains how we moved into high-quality bonds during the pandemic to help reduce portfolio risk and why we diversified bond holdings geographically.   

 

May 4, 2020

Markets evolve. So do our Granite portfolios

Each year, our portfolio management team reviews the long-term strategic target allocations of the Granite suite of products, and conducts extensive research to find ways to enhance them. Find out what changes they made in the Spring 2020 review.   

 

April 30, 2020

Exposure change within the Sun Life Multi-Strategy Bond Fund

Sun Life Global Investments is enhancing the exposure Global Fixed income within the Sun Life Multi-Strategy Bond Fund. The change takes effect in the spring of 2020. 

 

November 1, 2019 │ Benefits Canada

Seeking better risk levels by adding alternatives to DC plans

A plain vanilla asset mix might have been enough to produce decent returns in the past decade, but this isn’t likely to be the case going forward. Chhad Aul, portfolio manager at Sun Life Global Investments, shares his perspective on how DC plans can benefit from adding specialty asset classes.

 

June 18, 2019 │ Newswire

Sun Life announces establishment of SLC Management

SLC Management combines the organization's affiliated fixed income institutional asset management businesses – Prime Advisors, Ryan Labs Asset Management and Sun Life Institutional Investments (U.S. and Canada) – as well as Sun Life's general account, into a new autonomous asset management business.Focusing on TDF glide paths as migration from DB to DC plans continueFocusing on TDF glide paths as migration from DB to DC plans continue

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*All investment solutions are offered as segregated funds for group retirement plans exclusively by Sun Life Assurance Company of Canada, through Sun Life Group Retirement Services, a member of the Sun Life group of companies.

All investment solutions are offered as segregated funds for group retirement plans exclusively by Sun Life Assurance Company of Canada, through Sun Life Group Retirement Services, a member of the Sun Life group of companies.

 

Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc. 

SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools.

© SLGI Asset Management Inc. and its licensors, 2021. SLGI Asset Management Inc. is a member of the Sun Life group of companies. All rights reserved.