Rapid interest rate hikes reset valuations for major asset classes in 2022. We expect the focus to turn to concerns about growth and earnings slowing down in 2023.
Bonds: the worst is behind us
December 21, 2022
After a horrendous 2022, bonds look poised for a better year in 2023. We think high quality bonds and their income potential could help portfolios overcome volatility in the year ahead.
2023 corporate earnings may be in trouble as consumers lose confidence and inflation fades
December 07, 2022
Following the pandemic, most consumers face soaring living costs, job uncertainty and declining home and/or portfolio values. It’s clear that our economy is confronting a big headwind.
Housing and jobs data point to a looming recession
December 02, 2022
Christine Tan, Portfolio Manager , SLGI Asset Management Inc., discusses how the risk of a recession is now elevated due to a slowdown in housing and a declining consumption as consumers feel the pinch of inflation and higher interest rates.
The demise of RRBs in Canada
November 30, 2022
The government of Canada is no longer issuing real return bonds. This will likely impact a number of investment managers… but Sun Life Granite Series of Funds are well-positioned in the aftermath.
Has inflation peaked and what now?
November 28, 2022
As inflation is top of mind this year and many ask themselves whether or not it has peaked, we are likely transitioning to a environment where economic slowdown becomes the main narrative, explains Chhad Aul, Chief Investment Officer & Head of Multi-Asset Solutions, SLGI Asset Management.
Climate change affects us all
November 03, 2022
The warming of the planet affects us all, but the impact is not always observable or uniformly distributed. However, there are solutions that will allow us to build cleaner, more resilient economies.
As the Bank of Canada slows the pace of rate hikes, high quality bonds may offer a haven
October 28, 2022
Following the central bank’s smaller than expected rate hike, we favour high quality bonds as Canada’s outsized housing sector and ballooning consumer debt test its aggressive tightening efforts.
Will market volatility continue?
October 27, 2022
We are likely in a period of elevated volatility that will continue, says Chhad Aul, Chief Investment Officer & Head of Multi-Asset Solutions, SLGI Asset Management Inc. This video looks at what’s behind today’s volatility and how investors may position their portfolios in this uncertain environment.