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.
Granite Funds - Q3 CIO views
October 24, 2023
As we enter a potential phase of “higher for longer” interest rates, Chhad Aul, CIO and Head of Multi-Asset Solutions, SLGI Asset Management Inc. discusses current opportunities and portfolio positioning. He also talks about how achieving a soft landing may be hard for Canada as the economy slows down and may sink into recession.
Q3 2023 | Market Update
October 04, 2023
Equities suffered as borrowing costs hit multi-year highs. Tight financial conditions in the U.S. also hurt bond markets across the globe.
Granite TDFs – Q2 CIO Views
August 22, 2023
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.
Granite Target Risk Funds - Q2 CIO Views
August 22, 2023
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.
Rates, recession and rallies - What now?
August 16, 2023
Chhad Aul, CIO and Head of the Multi-Asset Solutions, SLGI Asset Management Inc., discusses how the rate-hiking cycle will affect the economy. He also shares his insights on a potential recession, the performance of artificial intelligence stocks and the current risk-reward scenario provided by high-quality bonds.
Q2 2023 | Market Update
July 05, 2023
Markets rise spurred by high hopes for artificial intelligence and receding recession fears
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.