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Sustainable investing: Common myths and misconceptions

Investment Views, Investments

Sustainable investing has experienced increased interest over the past few years, with a sharp acceleration in 2020 due to the COVID-19 pandemic and other high profile social issues, such as the Black Lives Matter movement. There are, however, some common myths and misconceptions among investors that may be new to modern sustainable investing approaches. This educational resource attempts to provide insight and clarification into what we believe are the most misunderstood issues.

Myth #1: Sustainable investing is the same as ethical investing

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Are we seeing the beginnings of supply pressure in the energy sector?

Investments, Off the Cuff

Ashley Misquitta shares his views on the potential impact that shareholders and courts are beginning to have on a few of the world's largest energy producers. 

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Emblem Portfolios in action - Asset Allocation Update, May 21, 2021

Investments, Tactical Updates

Key takeaways:

Emblem Portfolios - Global: Increase Canadian, US, International equities; decrease cash, bonds.


Tactical Update - May 21, 2021

  • Economies in Canada, the United States, and Europe continue their gradual re-openings following their COVID-19 induced shutdowns.
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Style rotation is powerful, so is a disciplined investment process

Investment Views, Investments

 

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Key points:

  • Investors continue to shift money out of growth-oriented stocks into beaten-down value sectors.
  • Just like all the other factors, however, value may exhibit periods of underperformance.
  • The powerful rotation to value may continue and investors could benefit from holding the line on their value factor investments.
  • At Empire Life, we believe a comprehensive investment solution that offers proper diversification and a reasoned asset allocation strategy is a better option than chasing the returns of hot stocks or narrowly focused asset classes.
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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.

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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.

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Will rising bond yields derail the recovery?

Investments, Off the Cuff

Geoff Johnston shares the message behind the recent rise in bond yields in this Off the Cuff video.

 

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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.

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RRIFs and changing beneficiaries to annuitants

Investments, Personal Finance

Bill and Rosalind are friends of Sam and Christine, whom you met in this article. They live in Halifax. Bill died of a stroke just before his 70th birthday. He had named his common law partner, Rosalind, as beneficiary of his Registered Retirement Income Fund (RRIF) via his will, which he had set up earlier in the year. 

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RRIFs and successor annuitant benefits

Investments, Personal Finance

Sam and Christine live in Moncton, New Brunswick. Sam is celebrating his 71st birthday this year. He has held on to his Registered Retirement Savings Plan (RRSP), optimizing the tax sheltered benefits of doing so. He named his wife Christine as beneficiary of that plan. Sam wants to convert his RRSP to a Registered Retirement Income Fund (RRIF). 

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