Insights

Insights

Perspectives on current market themes and topics.

Insights

Perspectives on current market themes and topics.

  • January 30, 2023

    No two ESG ratings are the same

    The goal of environmental, social and governance (ESG) ratings is to provide information on an entity's performance related to ESG issues. Entities include companies, non-corporate organizations and investment funds. This article looks at how ratings can differ widely because of varying inputs and measurements. Consistent application and clear communication of what goes into proprietary ESG ratings could go a long way to help better understand and use ESG scores.

  • January 25, 2023

    Why does income diversification matter?

    Many plan members want to grow their capital and achieve steady streams of income in retirement. There’s a solution.

  • January 13, 2023

    Q4 2022 | Market Update

    Rapid interest rate hikes reset valuations for major asset classes in 2022. We expect the focus to turn to concerns about growth and earnings slowing down in 2023. 

  • December 21, 2022

    Bonds: the worst is behind us

    After a horrendous 2022, bonds look poised for a better year in 2023. We think high quality bonds and their income potential could help portfolios overcome volatility in the year ahead.

  • December 07, 2022

    2023 corporate earnings may be in trouble as consumers lose confidence and inflation fades

    Following the pandemic, most consumers face soaring living costs, job uncertainty and declining home and/or portfolio values. It’s clear that our economy is confronting a big headwind.

  • December 02, 2022

    Housing and jobs data point to a looming recession

    Christine Tan, Portfolio Manager , SLGI Asset Management Inc., discusses how the risk of a recession is now elevated due to a slowdown in housing and a declining consumption as consumers feel the pinch of inflation and higher interest rates. 

  • November 30, 2022

    The demise of RRBs in Canada

    The government of Canada is no longer issuing real return bonds. This will likely impact a number of investment managers… but Sun Life Granite Series of Funds are well-positioned in the aftermath.

  • November 28, 2022

    Has inflation peaked and what now?

    As inflation is top of mind this year and many ask themselves whether or not it has peaked, we are likely transitioning to a environment where economic slowdown becomes the main narrative, explains Chhad Aul, Chief Investment Officer & Head of Multi-Asset Solutions, SLGI Asset Management.

  • November 03, 2022

    Climate change affects us all

    The warming of the planet affects us all, but the impact is not always observable or uniformly distributed. However, there are solutions that will allow us to build cleaner, more resilient economies.

  • October 28, 2022

    As the Bank of Canada slows the pace of rate hikes, high quality bonds may offer a haven

    Following the central bank’s smaller than expected rate hike, we favour high quality bonds as Canada’s outsized housing sector and ballooning consumer debt test its aggressive tightening efforts.  

Follow Sun Life Global Investments Institutional on LinkedIn.

All investment solutions are offered as segregated funds for group retirement plans exclusively by Sun Life Assurance Company of Canada, through Sun Life Group Retirement Services, a member of the Sun Life group of companies.

 

Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc. 

SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds.

© SLGI Asset Management Inc. and its licensors, 2024. SLGI Asset Management Inc. is a member of the Sun Life group of companies. All rights reserved.