The S&P 500 climbed over 60% for the two-year period between 2023 and 2024, the best in a quarter century. But it turned volatile in early 2025. While markets have concerns over the future of interest rate cuts from the Fed, we are tactically bullish on equities as earnings growth broadens amid a resilient U.S. economy.
Granite funds Q3 2024 CIO views
November 07, 2024
Against a backdrop of central bank rate cuts and a U.S. election, the markets have held up relatively well. Find out how Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc. has positioned Granite Target Risk Funds and his outlook for the next phase of this cycle.
Sun Life Granite Target Date Funds – Q3 2024 CIO Views
November 05, 2024
Tactical asset allocation has been a solid contributor this quarter. Find out how Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc. has positioned Granite TDFs this quarter, as he discusses the recent enhancements and how diversification is back in play.
U.S. election insights
November 05, 2024
History shows that markets do favour a divided U.S. government as a way to moderate any extreme policy tilts or spending plans.
Q3 2024 | Market Update
October 24, 2024
We think the chances of a U.S. soft landing - a scenario of bringing down inflation to around 2% without widespread job losses - has improved. Our tactical position favours a slight overweight to equities and commodities as the U.S. economy slowly sheds the weight of high levels of real interest rates.
Sun Life Granite Target Date Funds – Q2 2024
July 25, 2024
Find out about Granite positioning and recent enhancements from Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc. He also discusses the impact of rate cuts and the looming U.S. election.
Granite funds Q2 2024 CIO views
July 25, 2024
U.S. and emerging market equities fueled gains in the quarter, while Canadian and international equities were flat. Looking forward, Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc., expects that active management may do well in light of slowing economies and pressure to lower interest rates.
Q2 2024 | Market Update
July 10, 2024
A gradual cooling of jobs and a slowdown in consumer prices improved the chances that major economies will avoid a recession. Looser monetary policy from major central banks is adding to hopes that equities will continue to climb.
Q1 2024 | Market Update
April 19, 2024
Blowout U.S. job numbers and stubborn inflation stuck above 3% have pushed out the timing of rate cut expectations from the U.S Federal Reserve.