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New realities, global challenges and growing opportunities

Investment Views, Investments

From the desk of Ashley Misquitta: In this recent article, Ashley Misquitta reviews the key market events impacting 2021 and beyond. 

Transition was clearly a dominant theme over the past year. Transitioning from the unprecedented COVID-19 lockdowns of 2020 and early 2021, global economies began to ease restrictions as vaccines were rolled out in the spring, driving greater economic activity across many sectors. And we saw many other important transitions occur as well.

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

Investments, Tactical Updates

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.

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Maximize your corporate account return potential with segregated funds

Investments, Personal Finance

Provide a tax efficient income stream for your surviving spouse

Like many Canadian business owners, you may be holding money in your corporate account in GICs and other short-term investments to avoid market downside risk. Consider segregated funds as an option in your corporate account to maximize investment returns and get efficient tax and estate planning. 

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The race to incentivize domestic chip manufacturing

Investments, Off the Cuff

Harsh Narsinghani, Senior Investment Analyst, discusses the geopolitical impacts on the semiconductor supply chain and its potential beneficiaries.

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Emblem Portfolios in action - Asset allocation update, September 2021

Investments, Tactical Updates

Key takeaways:

Emblem Portfolios - Canadian: September 22, 2021
Emblem GIF Portfolios - Global: September 27, 2021

  • Incrementally less aggressive outlook/positioning towards risk assets
  • Deploying cash to realign select asset class exposures back to targets

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China's increased regulatory scrutiny and portfolio risk management

Investments, Off the Cuff

David Mann discusses the recent changes that have occurred in China, its impact on the technology sector and how the team manages risk in the portfolios.

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An update from the U.S. Federal Reserve at Jackson Hole

Investments, Off the Cuff

Ian Fung discusses the potential impact on the market as a result of the U.S. Federal Reserve announcement.

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Sustainable Investing - The Time is Now

Investment Views, Investments

Highlights:

  • Strong sustainable investing interest in the current environment
  • Record fund flows into Canadian sustainable investment funds
  • Wide interest/usage gap and demographic factors allude to potential for greater fund flows
  • Discussion and education will be important drivers going forward
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Sustainable investing: Common myths and misconceptions - Part 3

Investment Views, Investments

From an evidence point of view, the proliferation of sustainable investment strategies and strong fund flows into these products are easily researched through publicly available resources. Underlying these trends, however, is a more durable structural shift.

Myth #3: Sustainable investing is a fad

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Sustainable investing: Common myths and misconceptions - Part 2

Investment Views, Investments

Myth #2: All sustainable investing approaches are essentially the same

It is vital in understanding the different approaches related to sustainable investing. While standards and definitions continually evolve, there are generally six approaches to sustainable investing. Depending on an investor’s motivation in considering sustainable investing, some approaches may be more relevant than others. 

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