Corrections: What we can learn from the past - May 25, 2022. The Investments team looks at previous market corrections through the decades, the events that followed, and why staying invested through bouts of volatility has proven to be a beneficial strategy for the long-term investor.
Doug Cooper discusses recent market events, their impact on Canadian equities, and how the Empire Life Asset Allocation Fund is positioned.
Market watch bulletin - February 28, 2022: Given the current geopolitical situation here are a few thoughts from our investment team.
The situation is changing very rapidly in Ukraine, so we won't try and update you on the moment-to-moment situation.
Let’s start by extending our sincerest best wishes to the people of Ukraine. We can't imagine what it feels like to wake up to a terrifying situation that must have felt inconceivable a couple of months ago and realize that your life and that of your family are in danger. All our thoughts and prayers are with them.
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.
Key takeaways: Tactically increased bonds, decreased international equities*
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.
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.
Key takeaways:
Emblem Portfolios - Canadian: September 22, 2021
Emblem GIF Portfolios - Global: September 27, 2021
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.
Ian Fung discusses the potential impact on the market as a result of the U.S. Federal Reserve announcement.
