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.
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The Empire Life Insurance Company
259 King Street East, Kingston, Ontario K7L 3A8, Canada
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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
Jul 21, 2025 12:49:26 PM
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.
By David Mann
Jul 16, 2025 4:44:32 PM
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.
Jul 15, 2025 12:55:17 PM
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.
Jul 14, 2025 2:55:02 PM
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.
By Greg Chan, Jennifer Law, Doug Cooper
Jul 10, 2025 12:31:15 PM
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.
Jul 9, 2025 12:52:47 PM
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.
By Doug Cooper, Michael Harber
Feb 18, 2025 2:42:19 PM
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.
Jan 20, 2025 4:43:05 PM
Portfolio Manager, Neeraj Khosla shares his insights on India's economic growth prospects and where the team sees potential investment opportunities.
Jan 16, 2025 9:24:51 AM
Inflation, geopolitical instability, and energy transitions require a proactive approach to protect wealth.
Join Paul Holba, SVP and CIO, Empire Life Investments Inc., as he provides expert insights into the key trends that will shape the markets in 2025, including inflation trends, central bank policies, geopolitical risks, and the resurgence of nuclear energy.
By Ian Fung
Nov 15, 2024 3:43:42 PM
Ian Fung, Portfolio Manager, Fixed income, discusses recent BoC and Fed interest rate moves, inflation, employment and their potential effect on upcoming rate decisions.
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The Empire Life Insurance Company
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