Insights

Prespectives on current market themes and topics.

Q3 2021 Sun Life Granite Managed Solutions

October 18, 2021

How were the Sun Life Granite Managed Solutions positioned in Q3? Watch CIO and Head of Multi-Asset Management, Chhad Aul explain

Q3 2021 | Market Update

October 18, 2021

Overall, we reduced our equity weighting to neutral from a slightly overweight position.

How to apply an ESG lens to manager selection & oversight

October 05, 2021

Applying an environmental, social and governance (ESG) lens to an investment can turn up many things. It could, for example, reveal that a company’s approach to environmental sustainability is effective, or perhaps there are embedded risks that could challenge its business model.

Federal Election 2021

September 21, 2021

After a hard-fought campaign, we have a winner. Our CIO and Head of Multi-Asset Solutions Chhad Aul summarizes the financial implications.

Market Update | September 2021

September 20, 2021

After peaking in the spring, benchmark bond yields fell with markets anticipating a Fed Taper. And with countries weighed down by debt, the current V-shaped economic recovery could give way to more moderate growth. Plus, Christine Tan, AVP, Portfolio Management & Portfolio Manager, discusses the battle of vaccines versus variants.

Fixed income still matters. And the bonds you pick matter even more.

May 31, 2021

With yields climbing, bond prices have been falling. And investors may see volatility increase in the bond market if interest rates rise in the coming months. As well, with inflation running at nearly 5%* real bond returns (adjusted for inflation) are deeply negative.