Commentary
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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, 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 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, highquality 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 03, 2022How can the investment industry achieve ESG clarity?
With the rise in investor consciousness around environmental and social issues, the ESG movement has gained traction over the past two years. “We essentially are using terms like sustainable investing, responsible investing, ESG... interchangeably, which is causing ambiguity...” says Adelina Romanelli, director of responsible investing at SLGI Asset Management Inc. in this Wealth Professional discussion.
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October 20, 2022
How do central banks pause without looking overly dovish?
Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions at SLGI Asset Management Inc., joins BNN Bloomberg to discuss his market outlook amid persistent inflation. He says, “We’ve barely gotten to the point where these rate hikes are starting to impact the real economy,” and adds that investors may see a bear market rally this quarter if several stocks beat estimates.
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October 19, 2022Oricia Smith named among Canada’s Most Powerful Women: Top 100 Award Winners
Congratulations to Oricia Smith, President, SLGI Asset Management Inc. and Senior Vice-President, Investment Solutions, Sun Life Canada, on being named among Canada’s Most Powerful Women: Top 100 by the Women’s Executive Network (WXN).
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October 17, 20222022 DCIF: A look at target-date fund managers’ varying approaches to ESG investing
Responsible investing can drive stronger risk-adjusted returns and is increasingly being seen as a tool for prudent risk management, but defined contribution plan sponsors must understand target-date fund managers’ varying approaches to implementing environmental, social and governance factors into these funds.
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October 12, 2022
How to position portfolios if inflation is turning the corner
With a looming economic slowdown, Christine Tan, portfolio manager at SLGI Asset Management Inc. discusses key drivers that may impact asset allocation decisions heading into next year.
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