After a horrendous 2022, bonds look poised for a better year in 2023. We think high quality bonds and their income potential could help portfolios overcome volatility in the year ahead.
Chhad Aul, CIO and head of multi-asset solutions at SLGI Asset Management, joins BNN Bloomberg to talk about how recession risk is starting to dominate market conversations. Aul feels cyclicality is not desirable when the economy is slowing; instead, this last month of the year was more about seeking diversification. Though equities were challenged in December, bonds held onto gains.
Following the pandemic, most consumers face soaring living costs, job uncertainty and declining home and/or portfolio values. It’s clear that our economy is confronting a big headwind.
Christine Tan, Portfolio Manager , SLGI Asset Management Inc., discusses how the risk of a recession is now elevated due to a slowdown in housing and a declining consumption as consumers feel the pinch of inflation and higher interest rates.
Christine Tan, portfolio manager at SLGI Asset Management Inc., joins BNN Bloomberg to discuss how she thinks Canada’s interest rate hikes will peak sooner versus the U.S. and why our economy is more rate sensitive. She also talks about the impact of inflation and its impact on company earnings.
The government of Canada is no longer issuing real return bonds. This will likely impact a number of investment managers… but Sun Life Granite Series of Funds are well-positioned in the aftermath.
As inflation is top of mind this year and many ask themselves whether or not it has peaked, we are likely transitioning to a environment where economic slowdown becomes the main narrative, explains Chhad Aul, Chief Investment Officer & Head of Multi-Asset Solutions, SLGI Asset Management.
Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions at SLGI Asset Management Inc., joins BNN Bloomberg to discuss historical recession trends, and why he’s cautious on emerging markets. “Inflation numbers in coming months are still going to be a source of volatility going forward” and notes that it’s important to have a more defensive equity allocation.
Christine Tan, portfolio manager at SLGI Asset Management Inc., joins BNN Bloomberg to discuss the markets’ reaction to the U.S midterm election results. She also talks about opportunities in equity and bond markets amid persistent inflation and a looming economic downturn.
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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.
