Insights

Insight on investment strategies for institutional investors.

Interest rates remain at historic lows – what are some strategies for optimizing our fixed income asset allocation?
Spring 2017

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. One case study is Japan where rates there have been at, near or below zero since the mid-nineties. 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.

National Investment Roundtable 
Straight talk on the issues that concern Canadian defined benefit pension plan sponsors
Spring 2016

In November 2015, Sun Life Investment Management Inc. travelled across Canada hosting five intimate roundtable discussions to find out what's on the minds of some of the country's leading defined benefit pension plan sponsors.

Positive talk, limited action on pension plan de-risking 
The 2015 Sun Life Investment Management Defined Benefit Pension Plan Report
Spring 2015

With the lessons of 2008 still fresh, there is renewed discussion about de-risking avoiding future funding shocks. However, as our 2015 research shows, much of the talk of de-risking hasn’t yet turned into action, and many plans still have nearly one-half or more of their assets exposed to equity markets.

The LDI Roundtable (November Benefits Canada) 
November 2014

The LDI Roundtable (November Benefits Canada) captures a discussion among eight LDI industry experts who provided a range of perspectives about the LDI market in Canada. As participants, Brent Simmons, Senior Managing Director, DB Solutions, and Steve Morris, Managing Director, Liability Driven Investing, talk about how, with the solutions available in Canada, sponsors no longer need to predict equity markets and interest rates to manage the risks in their pension plan.

What are the leaders of Canada’s largest pension funds saying?
Fall 2014

Few people in our industry have a better window on the retirement world than defined benefit plan sponsors. These are the organizations directly impacted by market movements, regulation and policy changes, and shifts in government retirement programs.

That’s why Sun Life Investment Management recently surveyed leaders at Canada’s largest pension funds, seeking their opinions on some of the most topical issues today.

The Canadian institutional commercial mortgage market: why is now the time?
Phil Gillin, Senior Managing Director and Portfolio Manager, Canadian Property Investments, Sun Life Investment Management
David Levy, Managing Director, Real Estate Valuation Group, Sun Life Investment Management
April 2014

Why is now the time for investing in the Canadian commercial mortgage market? This paper explores some of the reasons why, including scale, market performance, and investment opportunity.

The Canadian institutional real estate market: why is it a popular place?
Phil Gillin, Senior Managing Director and Portfolio Manager, Canadian Property Investments, Sun Life Investment Management
David Levy, Managing Director, Real Estate Valuation Group, Sun Life Investment Management
April 2014

Why is the real estate market popular? This paper explores some of the reasons why, including market performance, accessibility, and diversification.

The Pension Legacy Challenge
Steve Peacher, Executive Vice-President and Chief Investment Officer, Sun Life Financial
February 2014

It was a decade of innovation. The 1950s offered up an array of new products like colour television, microwaves and the Ford Edsel. Some were successful; others became marketing case studies with titles like “The wrong car at the wrong time.”