Invesco Canada blog

Insights, commentary and investing expertise


Senior Portfolio Manager, Head of North America Rates, Invesco Fixed Income†
April 18, 2018

Subject

The Bank of Canada (BoC) announced it would keep the overnight interest rate at 1.25% at today’s meeting. The outcome was not surprising as North American Free Trade Agreement (NAFTA) negotiations remain unresolved and economic growth in the first quarter showed signs of slowing down.

Continued

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Web stocks, user data abuse and regulation


Portfolio Manager, Trimark Investments
April 17, 2018

Subject | Active management | Industry views | Trimark

The past few weeks have been characterized by significant volatility in the share prices of the world’s largest internet companies, which comprised the once-vaunted cohort of top-performing “FANG” stocks. In the span of less than one month, revelations about social networks permitting unscrupulous access to users’ personal data, upcoming regulatory changes in Europe, and increased attention by U.S. lawmakers have caused a swoon in global technology and internet equities.

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As U.S.-China trade drama continues, is a risk-off stance warranted?


Global Market Strategist, Invesco Ltd.
April 10, 2018

Subject | Invesco | Macro views

Last week saw an acceleration of the protectionist rhetoric between the U.S. and China. The week ended on a down note, with U.S. President Donald Trump tweeting a proposal for another $100 billion in tariffs, swiftly followed by China, despite its important holiday, promising to match the most recent round of tariffs and fight the U.S. “at any cost.” Following China’s threat, Trump admitted that the U.S. may feel some “pain,” while U.S. Treasury Secretary Steven Mnuchin conceded that, though unlikely, “there is the potential of a trade war.”

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