Insights

Prespectives on current market themes and topics.

Investing responsibly

January 31, 2025

Investing responsibly is in the long-term interest of investors.

CIO views - What's ahead for 2025?

January 22, 2025

What will drive markets in 2025? Bound to be another volatile year, Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions at SLGI Asset Management Inc., talks about his top investment themes.   

Sun Life Granite Target Date Funds – Q4 2024 CIO Views

January 22, 2025

Tactical asset allocation continues to provide strong diversification benefits. Find out what asset classes Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions at SLGI Asset Management Inc., is optimistic about in 2025, against a backdrop of current economic and political events. 

Key themes for 2025

January 10, 2025

Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc, calls out five top investment themes likely to shape 2025.

Q4 2024 | Market Update

January 08, 2025

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.