Fund Updates

Q2 2019 UPDATE: STRANGER THINGS

July 2019 | Fund update

Monetary policy continues to dominate as we hit the year’s half-way point: the Fed has been driving risk appetite...

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May 2019 | Video

Canada Life Investments | David Arnaud

Global Equities Update

April 2019 | FUND UPDATE

The US Federal Reserve’s sudden dovish shift prompted a dramatic U-turn in the global equities market resulting in the...

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LF Canlife Asia Pacific Fund

April 2019 | Fund Update

Following a difficult end to 2018, equities rallied strongly in the first three months of 2019, as investors took...

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LF Canlife Global Macro Bond Fund

April 2019 | Fund update

The dynamics of the fixed income market completely changed during Q1 mainly in response to the US Federal Reserve’s...

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Brexit Nerves

February 2019 | Read more

The end of 2018 was rocky for UK equities thanks to the ongoing Brexit deadlock. Whilst more domestic sectors,...

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Market Insights

LONDON PROPERTY: LOVE IT OR LEAVE IT?

LONDON PROPERTY: LOVE IT OR LEAVE IT?

16 july 2019 | Market Insights

While Brexit has continued to hit the UK property market, several underlying trends are starting to paint a different picture, particularly in the central London office...

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LF Canlife Sterling Liquidity Fund Update: A view to a sell

LF Canlife Sterling Liquidity Fund Update: A view to a sell

11 july 2019 | Market Insights

When constructing a fund for investors, the first question a fund manager ought to ask is: “How will I account for redemptions from this fund?” As...

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Fund Comment: Managing Fixed Income As The Final Whistle Approaches

Fund Comment: Managing Fixed Income As The Final Whistle Approaches

27 june 2019 | Market Insights

It is uncertain when the current economic cycle will come to a halt, but what is certain is that we are undeniably approaching full time. This...

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LF Canlife Sterling Liquidity Fund Update: Lib and let die

LF Canlife Sterling Liquidity Fund Update: Lib and let die

18 june 2019 | Market Insights

We all know how events have a way of creeping up on us: birthdays, Christmas, Money Market Reform (earlier this year) and now the end of...

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Global Equities Research: Spotting Gorillas and Other Primates

Global Equities Research: Spotting Gorillas and Other Primates

14 june 2019 | Market Insights

What do company management focus on and what are they consequently missing? What are the differences in what is deemed important on both sides of the...

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