Invesco Canada blog

Insights, commentary and investing expertise


Head of Emerging-Markets Equities, Invesco Hong Kong Ltd.
October 19, 2017

Subject | Active management | Trimark

I’ve said it before, and I’ll say it again: I believe investing in emerging markets (EM) is best done using a truly active approach. Performance numbers tell one part of story – I’ll cover the numbers a little later in this post – but other elements of the “why active in EM” story are: managing risk, long-term growth potential, and understanding complex and unfamiliar local markets.

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Currency outlook: Global growth, policy convergence support longer-term U.S. dollar weakness


Senior Portfolio Manager, Head of Macro Research and Global Multi-Sector Portfolio Management, Invesco Fixed Income
October 13, 2017

Subject | Institutional | Macro views

The Canadian dollar’s rally since May could be described as relentless. We view the Bank of Canada (BOC) as currently the most hawkish developed market central bank, having hiked its overnight rate by 0.25 percentage points in two back-to-back meetings, bringing its policy rate to 1.00%.1

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Is stimulus still needed in a growing global economy?


Global Market Strategist, Invesco Ltd.
October 11, 2017

Subject | Institutional | Macro views

More signs emerged last week that we are in the throes of a synchronized global economic recovery, with emerging markets and developed markets seeing improved economic growth. As the Trump administration works to pass its tax reform package, I expect the debate over economic stimulus to accelerate. Is it still needed in a growing economy?

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Volume does NOT equal liquidity. Here’s why


ETF Capital Markets Specialist
October 6, 2017

Subject | ETFs | PowerShares | Smart beta

Despite explosive growth in the use of exchange-traded funds (ETFs) in the last decade, a few persistent myths about them remain. On our ETF capital markets desk, for example, we often hear from advisors with liquidity concerns. The idea that volume equals liquidity persists among many investors, and advisors get a lot of questions about this from their clients. Let’s dispel this myth by looking a little deeper at the role of the market maker in ETF trading.

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Interest rate outlook: Bank of Canada likely to raise rate again


Chief Strategist and Head of Multi-Sector, Invesco Fixed Income
October 5, 2017

Subject | Active management | Institutional | Invesco | Invesco Fixed Income (IFI) | Macro views

The Bank of Canada (BoC) has hiked interest rates at two consecutive meetings, bringing the overnight benchmark rate to 1.00%.1 GDP growth and employment trends remain strong, while inflation has stayed below the BoC’s 2.0% target. The Canadian 10-year government bond yield has followed an upward trend after hitting its lows in the second quarter. We believe higher rates are likely.

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