Commentary
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January 23, 2023Why this portfolio manager is proceeding with caution
Christine Tan, portfolio manager at SLGI Asset Management Inc., discusses with Wealth Professional her guarded stance as she looks forward to 2023. “Even though there is somewhat of a consensus view of a recession, there's still quite a wide variation in terms of the actual economic path.”
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January 13, 2023Q4 2022 | Market Update
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.
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January 12, 2023We continue to stay away from cyclical stocks: Strategist
Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions at SLGI Asset Management Inc., joins BNN Bloomberg for his market view. Aul expects that the central banks will err on the side of overtightening for longer, possibly enabled by the current strong labour market. Rate hikes are not over yet, so it might be well into next year before any rate cuts are made.
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January 10, 2023Oricia Smith – Changing the face of asset management
Oricia Smith, President of SLGI Asset Management Inc. and Senior Vice President of Investment Solutions for Sun Life Canada spoke with Business Chief magazine. "My ambition for Sun Life Global Investments is to be the most forward-looking investment manager and the asset manager of choice in Canada.” To achieve that goal will take asking the right questions.
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January 05, 2023Don’t neglect bonds this year despite tough 2022, PMs say
Christine Tan, portfolio manager at SLGI Asset Management Inc., was featured in an Investment Executive article where she talks about why she is bullish on bonds, in particular Canadian government bonds. “As you get closer to the end of a hiking cycle, you can start increasing the duration of the bonds,” she adds.
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December 21, 2022Bonds: the worst is behind us
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.
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December 19, 2022
To keep inflation in check, overtightening may be necessary, invest in bonds: Strategist
Chhad Aul, CIO and head of multi-asset solutions at SLGI Asset Management, joins BNN Bloomberg to talk about how recession risk is starting to dominate market conversations. Aul feels cyclicality is not desirable when the economy is slowing; instead, this last month of the year was more about seeking diversification. Though equities were challenged in December, bonds held onto gains.
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December 07, 20222023 corporate earnings may be in trouble as consumers lose confidence and inflation fades
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.
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December 02, 2022Housing and jobs data point to a looming recession
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.
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December 02, 2022
We prefer the U.S. for some sectors, while looking at Canada for others: Strategist
Christine Tan, portfolio manager at SLGI Asset Management Inc., joins BNN Bloomberg to discuss how she thinks Canada’s interest rate hikes will peak sooner versus the U.S. and why our economy is more rate sensitive. She also talks about the impact of inflation and its impact on company earnings.
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