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.
Granite Funds - Q3 CIO views
October 24, 2023
As we enter a potential phase of “higher for longer” interest rates, Chhad Aul, CIO and Head of Multi-Asset Solutions, SLGI Asset Management Inc. discusses current opportunities and portfolio positioning. He also talks about how achieving a soft landing may be hard for Canada as the economy slows down and may sink into recession.
Q3 2023 | Market Update
October 04, 2023
Equities suffered as borrowing costs hit multi-year highs. Tight financial conditions in the U.S. also hurt bond markets across the globe.
Women in Leadership 2023: Anne Meloche
September 29, 2023
Anne Meloche, Head of Institutional Business at Sun Life Global Investments, is profiled along with other top female leaders in the Benefits Canada September issue, Women in Leadership. She shares leadership advice, career highlights as well as advice to women who are starting their careers in wealth today.
Granite TDFs – Q2 CIO Views
August 22, 2023
In this video, Chhad Aul, CIO and Head of the Multi-Asset Solutions, SLGI Asset Management Inc., explains why the Granite portfolios were positioned more cautiously in Q2. He also gives details on the upside from the recent market rally and why active managers performed well.
Granite Target Risk Funds - Q2 CIO Views
August 22, 2023
Lagged effects of rate hikes are elevating risks to the global economy warns Chhad Aul, CIO and Head of the Multi-Asset Solutions, SLGI Asset Management Inc. He discusses this and how active management and investing in bonds can help amid rising uncertainty.
Rates, recession and rallies - What now?
August 16, 2023
Chhad Aul, CIO and Head of the Multi-Asset Solutions, SLGI Asset Management Inc., discusses how the rate-hiking cycle will affect the economy. He also shares his insights on a potential recession, the performance of artificial intelligence stocks and the current risk-reward scenario provided by high-quality bonds.