Tax rates stayed the same but there were significant changes to capital gains in this year’s budget. See our breakdown.
Sun Life Granite Target Date Funds – Q4 2023 CIO views
January 31, 2024
Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc. discusses opportunities and differentiating factors within the Granite TDF portfolio. He highlights the importance of a balanced exposure to value and growth, the preference for higher quality fixed income and how real asset allocation has served as a bright spot.
2024 Market Outlook
January 31, 2024
We are proud to present Sun Life Global Investments’ Market Outlook to help inform your strategic position for 2024. We’ve collected unique and current views from our Multi-Asset Solutions Team and some of our sub-advisors on what’s ahead for this year.
Q4 2023 | Market Update
January 10, 2024
Equities and bonds finished 2023 with robust gains expecting a rate cut from the U.S. Federal Reserve (the Fed) in early 2024.
Adapting to change: how target-date funds evolve to safeguard your financial future
December 20, 2023
In this BPM article, experts from Sun Life Global Investments, Fidelity Investments and MFS Investment Management explore target-date fund portfolio construction and how it has evolved to place a greater emphasis on diversification.
Q3 2023 | Market Update
October 04, 2023
Equities suffered as borrowing costs hit multi-year highs. Tight financial conditions in the U.S. also hurt bond markets across the globe.
Granite TDFs – Q2 CIO Views
August 22, 2023
In this video, Chhad Aul, CIO and Head of the Multi-Asset Solutions, SLGI Asset Management Inc., explains why the Granite portfolios were positioned more cautiously in Q2. He also gives details on the upside from the recent market rally and why active managers performed well.
Granite Target Risk Funds - Q2 CIO Views
August 22, 2023
Lagged effects of rate hikes are elevating risks to the global economy warns Chhad Aul, CIO and Head of the Multi-Asset Solutions, SLGI Asset Management Inc. He discusses this and how active management and investing in bonds can help amid rising uncertainty.
Q2 2023 | Market Update
July 05, 2023
Markets rise spurred by high hopes for artificial intelligence and receding recession fears