We all know that 2022 was an unprecedented year—high inflation, rising interest rates, war, market volatility, bitcoin crash, softening housing prices and a slowing global economy. But through it all, Empire Life’s investment strategy played a significant role in the success of many of our investment mandates.
Over 85% of Empire Life's segregated fund assets finished ahead of their peer group in 2022 with 18 of our funds in the top quartile.1
What will 2023 look like? Join us for a portfolio manager round table discussion with Q&A for insights on how the Empire Life investment team is looking at 2023. Hear how the team’s investment strategies reflect our cautious view of the environment, but with some positive outlooks and opportunities. Learn about the team’s defensive stance, diversifying investments, its approach to buying companies that can handle the slowing global economy or are “on sale" due to low valuation levels, and more.
Join Paul Holba, Ashley Misquitta, Jennifer Law and Greg Chan as they discuss their investment strategies and positioning for success in 2023.
Host:
Speakers:
Rob Popazzi, Vice-President, Retail Distribution
Paul Holba, Senior Vice-President and Chief Investment Officer
Ashley Misquitta, CFA, Senior Portfolio Manager, U.S. & Global Equities Jennifer Law, CFA, Senior Portfolio Manager, Canadian Equities Greg Chan, CFA, Portfolio Manager, Canadian Equities
1 Source: Empire Life analysis based on AUM as at Nov. 30, 2022 and Morningstar preliminary 2022 performance ranking report as at Jan. 2, 2023.
Empire Life Investments Inc., a wholly owned-subsidiary of The Empire Life Insurance Company, is the Portfolio Manager of Empire Life Segregated Funds. The units of the Funds are available only in those jurisdictions where they may be lawfully offered for sale and therein only by persons permitted to sell such units. Commissions, trailing commissions, management fees, and expenses all may be associated with segregated fund investments. Investments are not guaranteed, their values change frequently, and past performance may not be repeated. Any amount that is allocated to a Segregated Fund is invested at the risk of the contract owner and may increase or decrease in value. A description of the key features of the individual variable insurance contract is contained in the Information Folder for the product being considered. Segregated Fund policies are issued by The Empire Life Insurance Company.
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