EN | FR

Insurance & Investments

Simple. Fast. Easy.®

Empire Life Investments

Empire Life Investments
Placements Empire Vie

Recent Posts

Sustainable investing at Empire Life

Investment Views, Investments

From the Desk of Ashley Misquitta and David Mann: In this recent article, the portfolio managers discuss the evolution of sustainable investing and its growing popularity among investors. Ashley and David  also share how they incorporate ESG factors into their investment process.

Read More

Small cap stocks: Leaders in a recovery

Investment Views, Investments

Since the beginning of November 2020, we’ve seen the outperformance of small cap companies in relation to larger corporations by nearly eight percentage points. Spurred initially by the announcement of the COVID-19 vaccination and distribution plans across the country, momentum continued through the end of the year.

Read More

Emblem Portfolios in action - Asset Allocation Update, January 25, 2021

Investments, Tactical Updates

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.

Read More

Staying disciplined as speculation heats up

Investment Views, Investments

From the Desk of the CIO: Ian Hardacre shares his views on the current equity markets. Ian also discusses the importance of active management and how a good asset allocation practice can improve a portfolio’s risk-return profile.

Read More

From the desk of the CIO: Moving up the quality scale

Investment Views, Investments

From the Desk of the CIO: Ian Hardacre discusses the qualitative and quantitative factors used to assess high quality companies. Ian also provides examples of securities added to the fixed income, Canadian large cap and international equity mandates.

Read More

Emblem Portfolios in action - Asset Allocation Update, February 26, 2020

Investments, Tactical Updates

Key takeaways:

Increased US equities, decreased cash


Tactical Update - February 26, 2020

Global equities retreated sharply over the last week as investors digested news about the spread of the coronavirus to countries beyond China. The broadly based S&P 500 Index is now down over 7% from its recent high.

Read More

Emblem Portfolios in action - Asset Allocation Update, October 25, 2019

Investments, Tactical Updates

Key takeaways:

Increased U.S. and international equities, decreased Canadian small cap equities


Tactical Update - October 25, 2019

The record equity bull market (now well into its 11th year) continues to grind higher despite prevailing headwinds. Given its extended run and a softening of various global economic growth indicators, we believe it prudent to implement some tactical asset allocation adjustments to reflect these shifting fundamentals.

Read More

Emblem Portfolios in action - Asset Allocation Update, July 22, 2019

Investments, Tactical Updates

Key takeaways:

Emblem Portfolios - Canadian: Tactically reduced cash, increased bonds


Tactical Update - July 22, 2019

Events have moved very quickly in bond markets. In the span of about seven months, the U.S. Federal Reserve (the “Fed”) has gone from increasing interest rates, to holding interest rates steady, and now market expectations are for multiple rate reductions over the remainder of the year.

Read More

From the desk of the CIO: The young and the relentless

Investment Views, Investments

From the Desk of the CIO: Ian Hardacre shares his thoughts on the team's summer activities and the Empire Life Elite Equity Fund - one of Canada’s longest running segregated funds.

 

Read More

Emblem Portfolios in action - Asset allocation update

Investments, Tactical Updates

Key takeaways:

Emblem Portfolios - Canadian: Increased U.S. equities, decreased international equities.
Emblem GIF Portfolios - Global: Increased U.S. equities, proceeds from bonds and/or accumulated cash 

Equity markets across the globe have experienced very strong moves since their December 2018 lows. At yesterday’s close, the S&P/TSX Composite has gained 20%, 21% for the S&P 500, and 13% for the MSCI EAFE index. With such strong moves in a compressed period of time, any improvement in fundamentals has not been able to keep pace.

Read More

SHARE