Commentary
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February 15, 2023Why interest rates may stay higher for longer than markets expect
2023 has just begun, but so far inflation and interest rates continue to dominate business headlines. Central banks around the world are deliberating what to do next after relentlessly raising interest rates to fight off the highest inflation we’ve seen in the last 30 years. Rate hikes have affected all asset classes and left investors with few places to hide. Inflation, although likely passed its peak, remains elevated and it could be a while until it’s under control.
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February 09, 2023This is a good opportunity to take some profits, move to a defensive positioning: Strategist
Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions at SLGI Asset Management Inc., was interviewed by BNN Bloomberg for his take on the market. Aul feels there's limited reason to preemptively call a victory on inflation as interest rate hikes have yet to show their full impact on the economy.
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January 31, 2023
Bond over stocks, U.S. stocks over TSX amid current market environment: Strategist
Christine Tan, portfolio manager at SLGI Asset Management Inc. discusses the efforts to "thread the needle" with BNN Bloomberg. Tan explains this as trying to bring inflation down so the economy can grow at a more measured pace, while still watching wildcards such as housing and consumer sentiment.
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January 30, 2023No two ESG ratings are the same
The goal of environmental, social and governance (ESG) ratings is to provide information on an entity's performance related to ESG issues. Entities include companies, non-corporate organizations and investment funds. This article looks at how ratings can differ widely because of varying inputs and measurements. Consistent application and clear communication of what goes into proprietary ESG ratings could go a long way to help better understand and use ESG scores.
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January 25, 2023Why does income diversification matter?
Many plan members want to grow their capital and achieve steady streams of income in retirement. There’s a solution.
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January 23, 2023Why this portfolio manager is proceeding with caution
Christine Tan, portfolio manager at SLGI Asset Management Inc., discusses with Wealth Professional her guarded stance as she looks forward to 2023. “Even though there is somewhat of a consensus view of a recession, there's still quite a wide variation in terms of the actual economic path.”
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January 13, 2023Q4 2022 | Market Update
Rapid interest rate hikes reset valuations for major asset classes in 2022. We expect the focus to turn to concerns about growth and earnings slowing down in 2023.
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January 12, 2023
We continue to stay away from cyclical stocks: Strategist
Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions at SLGI Asset Management Inc., joins BNN Bloomberg for his market view. Aul expects that the central banks will err on the side of overtightening for longer, possibly enabled by the current strong labour market. Rate hikes are not over yet, so it might be well into next year before any rate cuts are made.
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January 10, 2023Oricia Smith – Changing the face of asset management
Oricia Smith, President of SLGI Asset Management Inc. and Senior Vice President of Investment Solutions for Sun Life Canada spoke with Business Chief magazine. "My ambition for Sun Life Global Investments is to be the most forward-looking investment manager and the asset manager of choice in Canada.” To achieve that goal will take asking the right questions.
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January 05, 2023Don’t neglect bonds this year despite tough 2022, PMs say
Christine Tan, portfolio manager at SLGI Asset Management Inc., was featured in an Investment Executive article where she talks about why she is bullish on bonds, in particular Canadian government bonds. “As you get closer to the end of a hiking cycle, you can start increasing the duration of the bonds,” she adds.
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