Insights

Prespectives on current market themes and topics.

Q3 2022 | Market Update

October 26, 2022

Market’s rollercoaster ends Q3 with a sharp decline amid central banks commitment to higher rates for longer

Inflation, slowing economic growth, and uncertainty

October 20, 2022

Learn how Chhad Aul, CIO and Head of Multi-Asset Solutions, SLGI Asset Management Inc. and his team are positioning Sun Life Granite Funds to help investor portfolios address these competing global forces.

Volatile bonds face their first bear market in a generation

September 28, 2022

Bonds sway alongside stocks in an uncertain environment of rising credit, liquidity, and interest rate risk.

Another super-sized rate hike from the Fed; what will happen to riskier bonds?

September 23, 2022

As benchmark borrowing costs rise to a range of 3% and 3.25%, last seen in 2008, we reiterate our cautious stance on credit

U.S. Fed intensifies the fight against inflation with back-to-back rate hikes

July 29, 2022

As financial conditions tighten and the economy slows, we remain cautious on credit.

Q2 2022 | Market Update

July 15, 2022

Soaring inflation, rising interest rates and falling consumer confidence are hitting markets. 

Fed’s single largest interest hike since 1994 challenges an already volatile market

June 17, 2022

The central bank’s effort to tame price gains is taking precedence over its other mandate – maximum employment

The Fed’s race to ‘neutral’ and beyond

May 04, 2022

With larger rate hikes, the US Federal Reserve is expected to take the federal funds rate to or above the neutral rate of interest to fight inflation. While the fed rate at neutral would neither restrict nor support growth, fed rates above neutral could weigh on both growth and inflation.

World pivots to energy independence

April 22, 2022

The ongoing global energy crisis has been exacerbated by the current geopolitical turmoil between Russia and Ukraine. This has brought to the forefront our huge dependency on fossil fuels and the challenges associated with weaning away from traditional sources of energy.