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.
Adapting to change: how target-date funds evolve to safeguard your financial future
December 20, 2023
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