Invesco Canada blog

Insights, commentary and investing expertise


Vice President and Portfolio Manager, Trimark Investments
May 23, 2017

Subject | Active management | Trimark

In a continuation of a long-running trade dispute that dates back to 1982, Canadian softwood lumber exports to the United States were recently hit with an average countervailing duty of 19.88%, with additional anti-dumping duties to be announced in June (expected to be at least another 5%).1 This follows a 10-year period under a Softwood Lumber Agreement that required much less onerous export taxes from Canadian producers.

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Improvement signals in international equity markets


CIO, Invesco International and Global Growth, Invesco Ltd.
May 19, 2017

Subject | Active management | Institutional | Invesco | Macro views

The Invesco International and Global Growth team has been managing international equities for 25 years. In that time, we’ve seen the performance pendulum swing widely across global regions and investment styles. But no matter the market conditions, our focus on EQV – Earnings, Quality and Valuation – has remained constant.

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A closer look at Ontario’s Fair Housing Plan


Global Market Strategist, Invesco Ltd.
May 17, 2017

Subject | Institutional | Macro views

In April, the Ontario government announced a 16-point plan to make housing more affordable. In general, its intention is to help level the playing field, balancing the interest in maintaining a viable real estate market in the greater Toronto area with ensuring that middle- and lower-income families can afford to live in that area.

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Market review: Are investors becoming numb to risk?


Global Market Strategist, Invesco Ltd.
May 16, 2017

Subject | Institutional | Macro views

Stocks barely hiccupped last week despite the onslaught of geopolitical headlines. But the big news was that volatility hit a historic low of 9.77 – its lowest level in more than 20 years – last week.1 Clearly, the world has not become less volatile, so what could this indicate?

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Europe: Are elections overshadowing opportunities?


Senior Portfolio Manager, Invesco Ltd.
May 11, 2017

Subject | Active management | Institutional | Invesco | Macro views

Ask any investor in Europe what concerns them most, and election risk will likely be near the top of the list. With French elections underway,German elections looming, and the fallout from the U.K.’s Brexit vote ongoing, that concern is to be expected. However, the Invesco International and Global Growth team believes that election risk – while real – may be overstated. Looking through our EQV (Earnings, Quality and Valuation) lens, we believe that valuations in the highest-quality companies are expensive, but we have been opportunistic in finding new names that are seeing short-term dislocations.

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Interest-rate outlook: Impact of upcoming British election


Senior Portfolio Manager, Head of North America Rates, Invesco Fixed Income†
May 10, 2017

Subject | Invesco | Invesco Fixed Income (IFI) | Macro views

The yield on the 10-year Canadian government bond broke through its recent range of 1.60%-1.87%, reaching a low of 1.43% on April 18.1 Geopolitical risks, as well as concerns about elections in France were the big driver as the economic data in Canada has been fairly positive.

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