Insights

Prespectives on current market themes and topics.

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.

Q4 2022 | Market Update

January 13, 2023

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.