Insights

Prespectives on current market themes and topics.

Recession investing tips

May 26, 2023

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.

Three reasons to own bonds

May 26, 2023

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.

Will stocks & bonds move again in opposite directions to strengthen balanced portfolios?

May 09, 2023

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. 

Q1 2023 | Market Update

April 17, 2023

Markets rollercoaster through a volatile first quarter after interest rates expectations fluctuate.

Q1 2023 Granite Funds Update

April 17, 2023

Find out how Chhad Aul, CIO and Head of the Multi-Asset Solutions, SLGI Asset Management Inc., and his team positioned the Granite funds against a volatile market backdrop in Q1 2023.

What’s next for rates, recession & the banking sector

April 17, 2023

Chhad Aul, CIO and Head of the Multi-Asset Solutions, SLGI Asset Management Inc., provides a review of markets in Q1 and what we may expect with rates, recession and the banking sector.

Why Canadian banks are largely immune to a bank run

April 13, 2023

Strong regulation, supervision and a conservative risk culture characterize Canada’s concentrated banking industry. This has reinforced the message that Canadian banks are safe following recent bank runs in the U.S. 

Silicon Valley Bank and U.S. Regional Bank Fallout – What it means for Canadian investors

March 15, 2023

Canadian markets turned volatile recently due to bank runs in the U.S. Despite the market turmoil, we encourage Canadian investors to stay invested. While bank runs may have limited direct impact on Canadian economy, the U.S. Federal Reserve’s interest rate decision could dictate the tone for Canada.

Why it’s vital to consider low probability investment risks

February 28, 2023

At times, investors tend to underestimate risks that seem unlikely to happen. But potentially high impact risks that have a low probability of occurring are important to consider while building and managing portfolios. Here is a list of such risks that markets could encounter in the short to medium term.