• November 19, 2019

    Commentary: For plan sponsors, derivatives shouldn’t be a dirty word

    By Timothy Boomer, Head of Client Solutions, SLC Management For many investors, derivatives are often associated with excessive risk taking. This likely stems from the way that investors have historically used derivatives to try and enhance returns by leveraging up risk exposures.

  • November 13, 2019

    Fixed income – a compelling place to take active risk

    Much has been written about the trend towards passive management and it has merits in many market segments, particularly those where the opportunity to add value is limited. However, we believe there are a number of structural reasons for favouring an active approach within investment grade fixed income allocations.

  • October 31, 2019

    Optimizing the right blend of long duration public and private credit

    As investors look to diversify their fixed income strategies, an integrated and holistic approach can make a big difference.
  • October 25, 2019

    Climbing to the top

    When Sun Life decided in 2013 to start a third-party asset management company – SLC Management – they were confident about having a strong base in Canada, but eager to grow their presence internationally. In just five years, SLC Management has transformed into a bonafide global asset manager with a significant presence in the U.S., Asia and Europe.

  • October 04, 2019

    Investors have been blinded by pessimism

    As we settle back in following a summer of volatility, the markets have struck a note of cautious optimism. This uptick promises to be more than a fleeting relief rally. There are nascent indications that the recovery in equity prices and Treasury yields are justified by fundamentals, and that investors have been too slow to adjust to a more positive narrative. 

  • June 01, 2019

    Investor Insights with Eugene Lundrigan

    The comment that “rates can’t remain this low for long,” has been heard steadily in fixed income markets for the last 20 years as yields have continued to reach new lows. In fact, over US$15 trillion of global government bonds have negative yields. Today, low rates are a global phenomenon. In order to see a sustained move to higher rates, we need to see both stronger global growth and signs of increased inflation, neither of which appear to be on the horizon.
  • June 01, 2019

    Pension plans in Canada: the state of the ESG nation

    We surveyed decision-makers from 50 Canadian institutional pension plans about sustainable investing. While ESG issues remain a hot topic for discussion, not all plans are putting ESG talk into action.

  • May 13, 2019

    Long-duration investment-grade private credit – a missed opportunity for LDI investors?

    There has been a buzz associated with private credit for some time now. Institutional investors have been turning to this high-profile asset class as evidenced by over $540 billion1 in global private debt fundraising over the past five years.
  • August 20, 2018

    Ten years past the global financial crisis: Lessons learned in fixed income

    With the approaching anniversary of the global financial crisis, an important metric is being reset: the 10-year performance track record. Asset managers will, starting very soon, no longer have 2008 on their 10-year historical performance charts. With its disappearance, an elementary but key gauge of risk management will vanish as well.