Tax rates stayed the same but there were significant changes to capital gains in this year’s budget. See our breakdown.
Women Leaders in the Benefits, Pensions, and Institutional Investments Industry | Elite Women
March 11, 2024
Congratulations to Anne Meloche, Head of Institutional Business, Sun Life Global Investments. Winner of Benefits and Pensions Monitor’s 2024 Elite Women award.
Women inspiring women. Paving the way for a brighter future.
March 08, 2024
Congratulations to Anne Meloche, Head of Institutional Business, Sun Life Global Investments.
Winner of Benefits and Pensions Monitor’s 2024 Elite Women award.
Sun Life Granite Target Date Funds – Q4 2023 CIO views
January 31, 2024
Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc. discusses opportunities and differentiating factors within the Granite TDF portfolio. He highlights the importance of a balanced exposure to value and growth, the preference for higher quality fixed income and how real asset allocation has served as a bright spot.
2024 Market Outlook
January 31, 2024
We are proud to present Sun Life Global Investments’ Market Outlook to help inform your strategic position for 2024. We’ve collected unique and current views from our Multi-Asset Solutions Team and some of our sub-advisors on what’s ahead for this year.
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 (the Fed) in early 2024.
Adapting to change: how target-date funds evolve to safeguard your financial future
December 20, 2023
In this BPM article, experts from Sun Life Global Investments, Fidelity Investments and MFS Investment Management explore target-date fund portfolio construction and how it has evolved to place a greater emphasis on diversification.
2023 DC Investment Forum: Target-date fund glide paths evolving for better retirement outcomes
November 06, 2023
In a recent investment forum, Jason Zhang and Satwik Misra, both from Sun Life Global Investments, look at the greatest risks plan members face during the accumulation and decumulation phases, how to quantify them, and how to strike the right balance between generating enough wealth while delivering better retirement outcomes.
Choosing the right glidepath for the best possible retirement outcome
November 01, 2023
In the Up Close article by BPM, Sun Life Global Investments experts Chhad Aul and Jason Zhang explain how to build a stronger glidepath – with a focus on retirement outcomes.