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.
Jérémie Clarke, Regional Vice President, Distribution, Quebec & Atlantic, Group Solutions discusses the importance of sleep, the group benefits that can help plan members improve the quality of their rest, and why he thinks his boss, Christine Wyatt, may be a mutant
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.
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.
