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.
How much more dovish can the BoC be before its divergent approach affects loonie?: Strategist
March 07, 2023
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.
Why it’s vital to consider low probability investment risks
February 28, 2023
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.
There's reason to be a little bit optimistic about interest rates: Portfolio manager
February 21, 2023
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.
Why interest rates may stay higher for longer than markets expect
February 15, 2023
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.
This is a good opportunity to take some profits, move to a defensive positioning: Strategist
February 09, 2023
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.
Bond over stocks, U.S. stocks over TSX amid current market environment: Strategist
January 31, 2023
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.
No two ESG ratings are the same
January 30, 2023
The goal of environmental, social and governance (ESG) ratings is to provide information on an entity's performance related to ESG issues. Entities include companies, non-corporate organizations and investment funds. This article looks at how ratings can differ widely because of varying inputs and measurements. Consistent application and clear communication of what goes into proprietary ESG ratings could go a long way to help better understand and use ESG scores.
Why does income diversification matter?
January 25, 2023
Many plan members want to grow their capital and achieve steady streams of income in retirement. There’s a solution.
Why this portfolio manager is proceeding with caution
January 23, 2023
Christine Tan, portfolio manager at SLGI Asset Management Inc., discusses with Wealth Professional her guarded stance as she looks forward to 2023. “Even though there is somewhat of a consensus view of a recession, there's still quite a wide variation in terms of the actual economic path.”