Commentary
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February 09, 2023This 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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January 23, 2023Why this portfolio manager is proceeding with caution
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.”
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January 12, 2023
We continue to stay away from cyclical stocks: Strategist
Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions at SLGI Asset Management Inc., joins BNN Bloomberg for his market view. Aul expects that the central banks will err on the side of overtightening for longer, possibly enabled by the current strong labour market. Rate hikes are not over yet, so it might be well into next year before any rate cuts are made.
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January 10, 2023Oricia Smith – Changing the face of asset management
Oricia Smith, President of SLGI Asset Management Inc. and Senior Vice President of Investment Solutions for Sun Life Canada spoke with Business Chief magazine. "My ambition for Sun Life Global Investments is to be the most forward-looking investment manager and the asset manager of choice in Canada.” To achieve that goal will take asking the right questions.
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January 05, 2023Don’t neglect bonds this year despite tough 2022, PMs say
Christine Tan, portfolio manager at SLGI Asset Management Inc., was featured in an Investment Executive article where she talks about why she is bullish on bonds, in particular Canadian government bonds. “As you get closer to the end of a hiking cycle, you can start increasing the duration of the bonds,” she adds.
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December 19, 2022
To 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 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 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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