Invesco Canada blog

Insights, commentary and investing expertise


Global Market Strategist, Invesco Ltd.
August 14, 2018

Subject | Institutional | Invesco | Macro views

Activity in currency markets has more than tripled in the last two decades. Between 2001 and 2016, global turnover in currency markets rose from $1.2 trillion to $5.1 trillion,1 and the geopolitical disruption of the last two years has increased currency activity even further. Last week brought several significant examples of this trend in the U.K., China, Iran and – most dramatically – Turkey. Is this a sign of more disruption to come?

Continued

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Is it time to worry about a liquidity crisis?


Global Market Strategist, Invesco Ltd.
July 31, 2018

Subject | Invesco | Macro views

One of the key risks to markets that I’ve been discussing for more than a year is balance sheet normalization. I have argued — and continue to argue — that quantitative easing was a big experiment, and so unwinding it is an experiment in and of itself. Now that balance sheet normalization has been in force for more than half a year, we are seeing its effects. And one key effect is on liquidity.

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The value of field research


Head of Global Equities and Director of Research, Invesco Canada Equity team
July 27, 2018

Subject

One of the things I’m often asked about is the amount of research travel that we on the Global Equities team undertake. It may sound glamorous to be on a research trip to Europe, but it’s actually pretty exhausting.

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Trade wars: A worldwide web of worry


Global Market Strategist, Invesco Ltd.
July 24, 2018

Subject | Invesco | Macro views

Global stocks have been in positive territory thus far in July with even emerging markets stocks eking out a tiny gain.1 With positive returns and relatively low volatility in July, it appears that the stock market is not worried about the burgeoning trade war. Admittedly, it’s easy to ignore since investors don’t have a frame of reference for the impact of a major trade war – and so far, earnings season has been very good. But other markets may be telling us that we should be worried.

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How Companies Can Survive the New Industrial Revolution


Global Head of Strategy and Innovation, Invesco Inc.
July 23, 2018

Subject

A new industrial revolution fueled by data and artificial intelligence is rapidly changing the global economy and the world we live in. That’s according to Dave Dowsett, Invesco’s head of strategy, research and development who spoke at Invesco’s Leadership Exchange in Atlanta earlier this year.

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