Commentary

Federal Budget 2024

Tax rates stayed the same but there were significant changes to capital gains in this year’s budget. See our breakdown.

Federal Budget 2024

Tax rates stayed the same but there were significant changes to capital gains in this year’s budget. See our breakdown.

  • February 26, 2024

    Capturing growth while mitigating risk: the MFS formula

    Active risk management is one of the three pillars that make up the Sun Life MFS Funds investment formula.

  • February 15, 2024

    Are your Clients investing with their legacy in mind?

    While having an estate plan is important for clients’ legacies, it’s equally important to ensure that their money ends up in the hands of their intended recipients.

  • February 14, 2024

    Sustainability: a core MFS commitment

    What’s more effective? Investing in a company and influence its management to improve environmental, social and governance (ESG) integration? Or not investing and excluding a company from a portfolio?

  • February 02, 2024

    Sun Life Global Investments wins eight FundGrade A+® Awards

    Sun Life Global Investments is proud to announce that two of our mutual funds and six segregated funds were recognized by FundGrade A+® Awards.

  • January 30, 2024

    Granite Funds – Q4 2023 CIO views

    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.

  • January 10, 2024

    Q4 2023 | Market Update

    Equities and bonds finished 2023 with robust gains expecting a rate cut from the U.S. Federal Reserve in early 2024.

  • December 05, 2023

    Tax-loss harvesting: How to generate tax alpha

    To take advantage of tax-loss selling, you must clearly identify the ideal timing. In some cases, it’s even possible to generate tax alpha.

  • November 15, 2023

    How to assess what a company is worth

    What’s the most popular valuation metric? Jason Zhang, Portfolio Manager, SLGI Asset Management Inc., discusses this as well as how combined valuation metrics are used to manage multi-asset portfolios.

  • October 25, 2023

    High-yield bonds

    High-yield bonds have historically been an attractive asset class. In this video, Jason Zhang, Portfolio Manager, SLGI Asset Management Inc., explains why they’ve recently lost their appeal and how the Multi-Asset Team has modified its weighting as a result.

  • October 24, 2023

    Granite Funds - Q3 CIO views

    As we enter a potential phase of “higher for longer” interest rates, Chhad Aul, Chief Investment Officer 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.