Equities and bonds finished 2023 with robust gains expecting a rate cut from the U.S. Federal Reserve (the Fed) in early 2024.
Equities and bonds finished 2023 with robust gains expecting a rate cut from the U.S. Federal Reserve (the Fed) in early 2024.
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.
Equities suffered as borrowing costs hit multi-year highs. Tight financial conditions in the U.S. also hurt bond markets across the globe.
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.
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.
Markets rise spurred by high hopes for artificial intelligence and receding recession fears
Christine Tan, Portfolio Manager at SLGI Asset Management Inc. discusses how recessions are a normal part of the economic cycle, and how they may actually offer opportunities to pick up quality companies at bargain prices for investors while also reducing portfolio risk.
In this video, Christine Tan, Portfolio Manager at SLGI Asset Management Inc. makes the case why bonds are an attractive alternative to owning stocks and why they should be part of a well-balanced portfolio.
Our latest insight looks at when stocks and bonds correlate negatively and positively, why they move the way they do, and what that could mean for market watchers.