Invesco Canada blog

Insights, commentary and investing expertise


Senior Portfolio Manager, Invesco Ltd.
November 16, 2018

Subject | Invesco | Macro views

For months, Europe has grappled with geopolitical uncertainty in the form of ongoing Brexit negotiations (which face a looming March 2019 deadline) and Italy’s populist coalition government. In this environment, UK companies have appeared less likely to invest – which could lead to lower European growth levels next year.

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How Blockchain is Revolutionizing Investment


Global Head of Innovation, Disruptive Technology and Strategy
November 15, 2018

Subject

From the rise of the internet to smartphones, the last 30 years have seen transformative new technologies change how people work, socialize and consume goods and services. But while the global economy is still adjusting to the many changes wrought by technology, there are other critical disruptors waiting in the wings – especially blockchain, which is poised to change how we share data and transact with one another in the future.

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Five issues for investors to watch


Global Market Strategist, Invesco Ltd.
November 13, 2018

Subject | Invesco | Macro views

Last week, the U.S. experienced a deepening split in political leadership, which dominated headlines. And yet, that was just the tip of the iceberg in terms of events that are impacting global markets. Below, I recap five key events from last week and highlight five issues to watch moving forward, including whether there are grounds for new alliances among U.S. President Donald Trump and the Democratic House.

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U.S.-China spat underscores value of investing in quality


Head of Emerging-Markets Equities, Invesco Hong Kong Ltd.
November 9, 2018

Subject | Invesco | Macro views

There was news out last Friday that U.S. President Donald Trump has directed his cabinet to start crafting a new trade agreement with China.1 With my focus on emerging markets, this is welcome news, as the trade dispute between the world’s two largest economies has cast uncertainty over the markets.

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The U.S. midterm results are in, but what do they mean for markets?


Chief Global Market Strategist | Global Market Strategist, EMEA
November 7, 2018

Subject | Invesco | Macro views

Going into yesterday’s U.S. midterm elections, our base case scenario was that Democrats would take the House while Republicans would retain the Senate. That has come to fruition, and has had an initially supportive effect on markets, with U.S. stocks and bonds supported and the dollar weaker. This U.S. market response has in effect eased global financial conditions, supporting other currencies and financial markets in general, including emerging markets.

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Anticipating the U.S. midterm results


Global Market Strategist, Invesco Ltd.
November 6, 2018

Subject | Invesco | Macro views

October has come to an end – and what a miserable month it was for stocks. The Dow Jones Industrial Average fell more than 5%, the S&P 500 Index lost 6.9% (its worst month in seven years) and the Nasdaq Composite Index dropped 9.2% (its worst month since November 2008).1 Looking beyond the U.S., the MSCI EAFE Index gave up 8% during the month while the MSCI Emerging Markets Index lost 8.7%.1 And beyond stocks, major bond indices, such as the Bloomberg US Aggregate Bond Index and the FTSE Russell Emerging Markets Broad Bond Index, also gave up some ground.1 Real estate investment trusts lost 3% as represented by the MSCI REIT US Index, while commodities lost 2% as represented by the Bloomberg Commodity Index.1 One of the few bright spots in October was gold, with spot prices rising 2.8%.1

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