A common piece of advice for investors is that long term success doesn’t hinge on timing the market. It’s time in the market that may make the bigger difference.
A common piece of advice for investors is that long term success doesn’t hinge on timing the market. It’s time in the market that may make the bigger difference.
Key takeaways:
We are choosing to adopt a more cautious posture and see increasingly attractive relative value in fixed income. As such, we have reduced our equity targets in the various Emblem funds and increased our fixed income targets.
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.
Key takeaways:
Emblem Portfolios - Canadian: September 22, 2021
Emblem GIF Portfolios - Global: September 27, 2021
Ian Fung discusses the potential impact on the market as a result of the U.S. Federal Reserve announcement.
Key takeaways:
Emblem Portfolios - Global: Increase Canadian, US, International equities; decrease cash, bonds.
Tactical Update - May 21, 2021
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Key points:
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Key takeaways:
Increased International equities, decreased US equities.
Tactical Update - January 25, 2021
European markets have materially lagged US equities over the past year due to multiple reasons including index composition and Brexit uncertainties. This has resulted in Europe trading at a near record discount to the US. Given its cyclical nature, the Japanese market has performed well but continues to provide exposure to a rebounding global economy.
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