SLC Management
Fixed income, private credit and real-assets insights from SLC Management.
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Research
SLC ManagementMulti-Asset
All insights | Sun Life Capital Management
SLC Management's investment specialists, alongside BGO, InfraRed, and Crescent Capital, assess the outlook for 2026 across major asset classes, identifying both opportunities for growth and challenges to global economic resilience following a year of heightened uncertainty. The piece draws on multi-asset perspectives covering private credit, real estate, and infrastructure in a multi-manager format.
SLC ManagementMulti-Asset
Podcast | Sun Life Capital Management
SLC Management's "Checking In, Looking Ahead" podcast series features investment specialists discussing 2025 outlooks across private credit, public fixed income, real estate, and infrastructure amid trade uncertainty, persistent rate concerns, and macro volatility. Episodes cover investment grade and non-IG credit, CLOs, securitized products, commercial real estate, and infrastructure, with a focus on how institutional investors - including insurance investors - are positioning their portfolios.
SLC ManagementFixed Income
Market updates | Sun Life Capital Management
This weekly market update covers two topics: Fed Chair Kevin Warsh's inaugural FOMC meeting, hawkish tone, and preference for less forward guidance; and Canadian fixed income market dynamics, including record CAD corporate issuance, rising federal government debt weight in the FTSE Canada Universe index, and provinces' growing reliance on foreign currency funding. Both sections offer brief but substantive observations from SLC Management's investment team.
SLC ManagementMulti-Asset
2026 Global Investment Outlook | Sun Life Capital Management
SLC Management's 2026 annual outlook covers public and private fixed income, real estate, infrastructure, insurance asset management, and retirement solutions, drawing on contributions from across SLC Management, BGO, InfraRed, and Crescent Capital. Key views include potential credit spread widening in investment grade, favorable conditions for private credit and high yield, resilient real estate income returns, and infrastructure supported by structural megatrends.