Insights

Prespectives on current market themes and topics.

Rising inflation can harm portfolios, but real assets can help mitigate the pain

March 09, 2022

Inflation requires a plan, we can help you get there.

Q4 2021 | Market Update

January 24, 2022

What drove market activity in Q4, and what potential risks do we see ahead? Watch portfolio manager Christine Tan explain in our latest Market Update video. 

Q4 2021 | Sun Life Granite Managed Solutions

January 24, 2022

How were Sun Life Granite Managed Solutions positioned in Q4? Watch portfolio manager Aly Somani explain.  

Challenges & Opportunities

November 04, 2021

In today’s market, headwinds in three areas will make it challenging to generate the strong returns we’ve seen in the last several years: rising inflation, low yields and high valuations. Christine Tan, Portfolio Manager, shares insights on these challenges, and how we are addressing them in our portfolios.

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.