Join Paul Holba, President and CIO, Empire Life Investments Inc., as he navigates the 2026 market outlook where geopolitical volatility and persistent inflation persist, while AI drives growth, and key themes emerge across fixed Income, equities, and the rise of "Global Champions".
Investments, Personal Finance, Registered Disability Savings Plan, RDSP
Planning for long-term financial security can feel daunting. But for Canadians with disabilities, and their families, there’s a powerful savings tool designed to help you reach your financial goals. It’s called a Registered Disability Savings Plan (RDSP).
Nearly two in three eligible Canadians have not yet opened an RDSP.1 This means they’re missing out on valuable government benefits that can make a huge difference for the future.
This mid-year update covers H1 2025 fixed income volatility from trade and global economic uncertainty. It details the BoC's two rate cuts and the Fed's steady approach, alongside Moody's downgrade of US debt to AA due to tariffs and deficits.
This mid-year economic update examines significant equity shifts to Europe due to U.S. policy uncertainty and Europe's strengthening conditions. It also details Japan's inflation issues and BOJ limitations, alongside China's property sector woes and modest stimulus.
U.S. capital deployment is hindered by tariff and trade uncertainty. A reconciliation bill is expected to pass the Senate, avoiding significant tax increases in October 2025. Bipartisan support is driving a U.S. nuclear energy renaissance.
Paul Holba, 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 2025.
Canadian banks navigate economic uncertainty with strong provisions. Volatile oil prices and a constructive North American natural gas outlook. Gold shines as a key diversifier, up 22% YTD amid fiscal concerns, inflation, and geopolitical risks.
As we enter the second half of the year, we reflect on the key themes that impacted markets: geopolitical instability, trade policy, and the evolving energy landscape. These remain central to our consideration and are likely to influence both investor sentiment and economic outcomes. While uncertainty persists, we identify reasons for both caution and optimism. Maintaining a focus on high-quality companies and remaining adaptable is essential for navigating the path ahead.
Investing in Canadian dividend equities has proven to be a successful strategy over the long run for our segregated fund portfolio managers. In addition to demonstrating favourable downside protection1 and diversification benefits, Canadian dividend equities have outperformed the broader Canadian equity market over the long term.
Portfolio Manager, Neeraj Khosla shares his insights on India's economic growth prospects and where the team sees potential investment opportunities.
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