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.
Granite funds Q1 2024 CIO views
May 02, 2024
What drove markets up last quarter? Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc., discusses ongoing strong performance of U.S. stocks and how markets may start to broaden out. He also talks about his expectations for resilient economic growth to supporting earnings, and his positioning across regions, sectors, and styles.
Sun Life Granite Target Date Funds – Q1 2024
May 02, 2024
Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc., shares his views on market themes and positioning for 2024. He reflects on economic and market performance in the first quarter, style and regional preferences, and tactical adjustments to portfolio positioning.
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.
Federal Budget 2024
April 16, 2024
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.
Granite Funds – Q4 2023 CIO views
January 30, 2024
What are the key themes for 2024? Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc., discusses diversification, central banks, inflation, and high-quality bonds, which may all play vital roles in shaping the year ahead.
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.