Commentary
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April 17, 2023What’s next for rates, recession & the banking sector
Chhad Aul, CIO and Head of the Multi-Asset Solutions, SLGI Asset Management Inc., provides a review of markets in Q1 and what we may expect with rates, recession and the banking sector.
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April 13, 2023Cautious on stocks, finding opportunities in fixed income
Chhad Aul, chief investment officer and head of Multi-Asset Solutions at SLGI Asset Management, joins BNN Bloomberg for his current market outlook.
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April 13, 2023Why Canadian banks are largely immune to a bank run
Strong regulation, supervision and a conservative risk culture characterize Canada’s concentrated banking industry. This has reinforced the message that Canadian banks are safe following recent bank runs in the U.S.
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March 15, 2023Silicon Valley Bank and U.S. Regional Bank Fallout – What it means for Canadian investors
Canadian markets turned volatile recently due to bank runs in the U.S. Despite the market turmoil, we encourage Canadian investors to stay invested. While bank runs may have limited direct impact on Canadian economy, the U.S. Federal Reserve’s interest rate decision could dictate the tone for Canada.
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March 07, 2023
How much more dovish can the BoC be before its divergent approach affects loonie?: Strategist
Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions at SLGI Asset Management Inc., appeared on BNN Bloomberg to discuss his take on the Bank of Canada's measures to fight inflation. Aul notes the pause on rate hikes has been "well telegraphed," but cautions that too much divergence from other central banks could weaken the Canadian dollar.
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February 28, 2023Why it’s vital to consider low probability investment risks
At times, investors tend to underestimate risks that seem unlikely to happen. But potentially high impact risks that have a low probability of occurring are important to consider while building and managing portfolios. Here is a list of such risks that markets could encounter in the short to medium term.
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February 21, 2023
There's reason to be a little bit optimistic about interest rates: Portfolio manager
Christine Tan, portfolio manager at SLGI Asset Management Inc., appeared on BNN Bloomberg to talk about the signs of slowing inflation. Though the inflation rate was reported today as being softer than expected at 5.9%, Tan's take was that, "Our team thinks it's important to look at the details at this point in the cycle." These details include things that are adding pressure to the upside like shelter and food.
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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, 2023
This 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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