Paul Holba, Senior Vice-President and CIO of Empire Life Investments Inc. discusses some of the key themes the investment team will monitor as we head into the second half of 2024.
Signing up for our Blog offers you the opportunity to subscribe and receive email notifications for Investment or Insurance type content only from The Empire Life Insurance Company and Empire Life Investments Inc.
You may cancel your subscription to the newsletter at any time by clicking on unsubscribe or, by contacting The Empire Life Insurance Company or, Empire Life Investments Inc.
The Empire Life Insurance Company
259 King Street East, Kingston, Ontario K7L 3A8, Canada
Toll Free: 1 800 561-1268
Email: insurance@empire.ca or investment@empire.ca
Empire Life Investments Inc.
c/o 259 King Street East, Kingston, Ontario K7L 3A8, Canada
Toll-free telephone: 1 855 823-6883
Email: mutualfund@empire.ca
Aug 8, 2024 2:15:42 PM
Paul Holba, Senior Vice-President and CIO of Empire Life Investments Inc. discusses some of the key themes the investment team will monitor as we head into the second half of 2024.
May 6, 2024 12:22:00 PM
Key takeaways:
Jan 22, 2024 11:22:10 AM
From regional bank failures to unresolved geopolitical tensions to explosive growth in artificial intelligence. We have seen it all in 2023, and there are still many questions investors face as we head into the new year.
Paul Holba, SVP and CIO, Empire Life Investments Inc. breaks down some of the key themes that we expect will impact the markets in the coming year, such as potential rate cuts, unresolved geopolitical tensions and considerations when it comes to big tech and AI.
Nov 9, 2023 11:41:09 AM
Market Implications of the Conflict in the Middle East
Tensions in the Middle East have escalated following the attack on Israel on October 7th by Hamas militants from the neighbouring Gaza Strip. The incursion sparked international backlash, and Israel announced a complete siege of Gaza on October 9th. This conflict has led to a considerable death toll on both sides, a hostage crisis involving over 200 Israeli and international citizens and a growing humanitarian crisis in Gaza.
Aug 11, 2023 8:57:24 AM
Recently, we sat down with SVP and CIO, Paul Holba to get his thoughts on the events that have impacted markets year to date, and where the investment team sees opportunity going forward. In this video, Paul shares:
Jul 26, 2023 2:30:00 PM
In early June, the S&P 500 rose by more than 20% from its October low, reaching its highest level since April of last year. Often observed as a barometer for the overall health of the U.S. economy, the index’s strong performance generated some optimism with respect to the trajectory of the U.S. economy. However, when considering the market breadth, which refers to the number of stocks that are moving the index, a less optimistic picture emerges.
Jan 23, 2023 3:15:00 PM
In a recent video, Paul Holba, CIO, reviews the key market events of 2022 and outlook for 2023. He also shares how the team’s investment strategies reflect our cautious view of the environment, but with some positive outlooks and opportunities.
Jan 4, 2023 11:26:00 AM
Key takeaways:
We are choosing to adopt a more cautious posture and see increasingly attractive relative value in fixed income. As such, we have reduced our equity targets in the various Emblem funds and increased our fixed income targets.
Nov 24, 2022 5:51:30 PM
From the desk of CIO Paul Holba: In this latest update from the Empire Life Investments team, Paul Holba discusses how 2022 continues to be a challenging year—but it’s not all bad news.
2022 continues to be a challenging year for investors. As mentioned in my July update, the first half of the year produced some of the worst year-to-date returns in decades for many markets. At the end of the third quarter, market returns continued to incrementally trend in the wrong direction (albeit at a slower clip). However, many markets experienced a strong October rally, trimming the year’s losses to varying degrees. Supported by its resource sector orientation, Canadian equities held their value better over other markets, while the growth-oriented Nasdaq Composite continued to lag materially.
CONTACT US
The Empire Life Insurance Company
259 King St. E. Kingston, Ontario, K7L 3A8
1 877 548-1881
8:30 am to 5:00 pm, EST weekdays
®/TM Trademarks of The Empire Life Insurance Company.