Insights

Prespectives on current market themes and topics.

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.

Why interest rates may stay higher for longer than markets expect

February 15, 2023

2023 has just  begun, but so far inflation and interest rates continue to dominate business headlines. Central banks around the world are deliberating what to do next after relentlessly raising interest rates to fight off the highest inflation we’ve seen in the last 30 years. Rate hikes have affected all asset classes and left investors with few places to hide. Inflation, although likely passed its peak, remains elevated and it could be a while until it’s under control.

No two ESG ratings are the same

January 30, 2023

The goal of environmental, social and governance (ESG) ratings is to provide information on an entity's performance related to ESG issues. Entities include companies, non-corporate organizations and investment funds. This article looks at how ratings can differ widely because of varying inputs and measurements. Consistent application and clear communication of what goes into proprietary ESG ratings could go a long way to help better understand and use ESG scores.

Why does income diversification matter?

January 25, 2023

Many plan members want to grow their capital and achieve steady streams of income in retirement. There’s a solution.