Find out about Granite positioning and recent enhancements from Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc. He also discusses the impact of rate cuts and the looming U.S. election.
Find out about Granite positioning and recent enhancements from Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc. He also discusses the impact of rate cuts and the looming U.S. election.
U.S. and emerging market equities fueled gains in the quarter, while Canadian and international equities were flat. Looking forward, Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc., expects that active management may do well in light of slowing economies and pressure to lower interest rates.
A gradual cooling of jobs and a slowdown in consumer prices improved the chances that major economies will avoid a recession. Looser monetary policy from major central banks is adding to hopes that equities will continue to climb.
What drove markets up last quarter? Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc., discusses ongoing strong performance of U.S. stocks and how markets may start to broaden out. He also talks about his expectations for resilient economic growth to supporting earnings, and his positioning across regions, sectors, and styles.
Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc., shares his views on market themes and positioning for 2024. He reflects on economic and market performance in the first quarter, style and regional preferences, and tactical adjustments to portfolio positioning.
Blowout U.S. job numbers and stubborn inflation stuck above 3% have pushed out the timing of rate cut expectations from the U.S Federal Reserve.
Tax rates stayed the same but there were significant changes to capital gains in this year’s budget. See our breakdown.
Congratulations to Anne Meloche, Head of Institutional Business, Sun Life Global Investments. Winner of Benefits and Pensions Monitor’s 2024 Elite Women award.
Congratulations to Anne Meloche, Head of Institutional Business, Sun Life Global Investments.
Winner of Benefits and Pensions Monitor’s 2024 Elite Women award.
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.