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Emblem Portfolios in action - Asset allocation update, January 27, 2022

Investments, Tactical Updates

Posted by Empire Life Investments

Feb 7, 2022 12:30:00 PM

Empire Life Investments
Placements Empire Vie

Emblem Portfolios in action - Asset allocation update, January 2022

Key takeaways: Tactically increased bonds, decreased international equities*


Tactical update - January 27, 2022

We are taking a slightly more defensive posture by trimming international equities and adding to bonds. This is indeed a tactical, but measured decision. It is a move in a more conservative direction with an eye towards taking potential risk exposures incrementally lower.

This is related to a range of concerns we are seeing including the potential persistence of inflationary pressures, the pace and magnitude of interest rate hikes, geopolitical uncertainty and certain pockets of elevated valuation.

* Excludes Emblem Aggressive Growth, which has no allocation to bonds

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Empire Life Emblem Portfolios: Asset allocation update


Emblem Life Emblem Portfolios: Asset allocation update

*Change in asset mix from January 26, 2022 to January 28, 2022

 

 

Empire Life Emblem Global Portfolios: Asset allocation update


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*Change in asset mix from January 26, 2022 to January 28, 2022

 


Empire Life Investments Inc. is the Portfolio Manager of the Empire Life segregated funds. Empire Life Investments Inc. is a wholly-owned subsidiary of The Empire Life Insurance Company.

Empire Life Emblem GIF Portfolios currently invest primarily in units of Empire Life Mutual Funds.

A description of the key features of the individual variable insurance contract is contained in the Information Folder for the product being considered. Any amount that is allocated to a Segregated Fund is invested at the risk of the contract owner and may increase or decrease in value. Policies are issued by The Empire Life Insurance Company.

Empire Life Investments Inc. is the Manager of the Empire Life Emblem Portfolios and Empire Life Mutual Funds (the “Portfolios” or “Funds”).
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February 2022

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