Commentary
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December 21, 2022Bonds: the worst is behind us
After a horrendous 2022, bonds look poised for a better year in 2023. We think high quality bonds and their income potential could help portfolios overcome volatility in the year ahead.
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December 19, 2022To keep inflation in check, overtightening may be necessary, invest in bonds: Strategist
Chhad Aul, CIO and head of multi-asset solutions at SLGI Asset Management, joins BNN Bloomberg to talk about how recession risk is starting to dominate market conversations. Aul feels cyclicality is not desirable when the economy is slowing; instead, this last month of the year was more about seeking diversification. Though equities were challenged in December, bonds held onto gains.
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December 07, 20222023 corporate earnings may be in trouble as consumers lose confidence and inflation fades
Following the pandemic, most consumers face soaring living costs, job uncertainty and declining home and/or portfolio values. It’s clear that our economy is confronting a big headwind.
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December 02, 2022Housing and jobs data point to a looming recession
Christine Tan, Portfolio Manager , SLGI Asset Management Inc., discusses how the risk of a recession is now elevated due to a slowdown in housing and a declining consumption as consumers feel the pinch of inflation and higher interest rates.
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December 02, 2022
We prefer the U.S. for some sectors, while looking at Canada for others: Strategist
Christine Tan, portfolio manager at SLGI Asset Management Inc., joins BNN Bloomberg to discuss how she thinks Canada’s interest rate hikes will peak sooner versus the U.S. and why our economy is more rate sensitive. She also talks about the impact of inflation and its impact on company earnings.
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November 30, 2022The demise of RRBs in Canada
The government of Canada is no longer issuing real return bonds. This will likely impact a number of investment managers… but Sun Life Granite Series of Funds are well-positioned in the aftermath.
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November 28, 2022Has inflation peaked and what now?
As inflation is top of mind this year and many ask themselves whether or not it has peaked, we are likely transitioning to a environment where economic slowdown becomes the main narrative, explains Chhad Aul, Chief Investment Officer & Head of Multi-Asset Solutions, SLGI Asset Management.
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November 17, 2022
Market sentiment is optimistic, high quality bonds are a good hedge during recessions: Strategist
Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions at SLGI Asset Management Inc., joins BNN Bloomberg to discuss historical recession trends, and why he’s cautious on emerging markets. “Inflation numbers in coming months are still going to be a source of volatility going forward” and notes that it’s important to have a more defensive equity allocation.
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November 09, 2022
Still cautious on equities but finding opportunities in Canadian government bonds
Christine Tan, portfolio manager at SLGI Asset Management Inc., joins BNN Bloomberg to discuss the markets’ reaction to the U.S midterm election results. She also talks about opportunities in equity and bond markets amid persistent inflation and a looming economic downturn.
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November 08, 2022Our commitment to achieving net-zero greenhouse gas emissions by 2050 or sooner
Climate change poses a risk to the environment, economic systems, society and our communities worldwide. The demand for governments and corporations to do more to tackle the climate emergency is growing.
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