2023 Wealth Series Sept 20 CE Quiz Bilingual

Wealth Series 2023 - Fixing your fixed income: In today’s interest rate landscape, are bonds still the way to go?

1. Please enter your information below. *This question is required.

First Name

Last Name

Company Name

Email Address - Please use your work email address. This question requires a valid email address.

2. What discussion has the last two years been dominated by?   *This question is required.

• Inflation and COVID
• Interest Rates and Inflation
• Interest Rates and AI

3. True or False: Bank of Canada and Federal Reserve has said rates will likely stay higher for longer.   *This question is required.

• True
• False

4. What are the 3 surprises that have evolved during the year which has kept us out of recession in 2023?  *This question is required.

• Banks are not passing on rate hikes
• Higher income cohorts increase their consumption
• Immigration
• All of the above

5. What does the Fed estimate of the longer term “neutral rate”?   *This question is required.

• 2.2%
• 2.5%
• 2.6%

6. What does the Sun Life MFS Canadian Bond cover?   *This question is required.

• Government and Corporate Bonds
• Government Bonds
• Institutional Bonds

7. True or False: Sun Life Core Advantage Credit Private Pool can move in and out of credits/sectors/geographies and cross over into PFI.  *This question is required.

• True
• False

8. From Soami Kohly’s answers in the first question, what is one of the reasons that inflation will remain high?   *This question is required.

• Spike in commodity prices
• The methodology that the Bank of Canada uses
• Impaired supply chains

9. From Petra Wendroth’s answer in the first question, she mentioned what type of recession?   *This question is required.

• Technical
• Bust
• Balance Sheet

10. Fill in the blank: Sun Life Private Fixed Income fund focused on “investment grade credits” that undergo a robust internal rating methodology. Close to $__ billion built over 40 years with demonstrative default and loss history consistent with what you would expect of an investment grade portfolio.  *This question is required.

• 10
• 50
• 150

11. The Private Fixed Income component accounts for how much of the Sun Life Core Advantage Credit Private Pool?  *This question is required.

• ~10%
• ~25%
• ~30%