Invesco Canada blog

Insights, commentary and investing expertise


Senior Portfolio Manager, Head of Macro Research and Global Multi-Sector Portfolio Management, Invesco Fixed Income
November 16, 2017

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

The Canadian dollar appears to have peaked for the moment as the BoC has become concerned about the impact of a stronger Canadian dollar on the economy.

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Interest rate outlook: Bank of Canada to pause


Chief Strategist and Head of Multi-Sector, Invesco Fixed Income
November 15, 2017

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

After raising the target overnight rate 0.25 percentage points at each of the previous two meetings, the Bank of Canada (BoC) kept the rate unchanged at its meeting on October 25, 2017. While growth has remained strong, it has slowed from the second quarter and the BoC appears ready to give its two previous rate hikes time to filter through the economy before taking further action. Additional uncertainty around the breakdown in North American Free Trade Agreement trade negotiations leaves the BoC cautious regarding future hikes. The Canadian 10-year yield appears to have peaked for the moment and yields have several reasons to fall from current levels, in our view.

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How vulnerable is the stock market?


Global Market Strategist, Invesco Ltd.
November 14, 2017

Subject | Institutional | Invesco | Macro views

Last week saw the U.S. Senate introduce its version of the tax reform bill, which caused some concern among investors. The Senate version of the bill delayed the much-anticipated corporate tax cut until 2019. In addition, because it has some significant differences from the House bill, it raised uncertainty about Congress’ ability to pass tax reform this year – or at all.

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Six things to expect from this international fund


Vice President and Portfolio Manager, Invesco Advisers, Inc.
November 9, 2017

Subject | Active management | Trimark

Generally speaking, many of today’s global mutual funds are heavy on U.S. equities, specifically large-cap, blue-chip companies. It is very difficult to outperform passive products with this approach, especially given the low-fee options currently available. Trimark International Companies Fund is different, in this regard and many others.

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What is ESG, and why should investors care?


Global Head, Proxy Governance & Responsible Investing
November 8, 2017

Subject | Institutional

Shoppers looking for “healthy food” must contend with a growing number of labels: organic, low-calorie, non-GMO, all-natural and many more. What you choose depends on your personal preferences and goals. Increasingly, investors are finding themselves in a similar situation. Almost 70% of investors think it’s important to invest in companies with a positive social impact.1 But sorting through the vocabulary of responsible investing can be confusing.

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Discipline in action: Two companies we like and why


Head of Emerging-Markets Equities, Invesco Hong Kong Ltd.
November 7, 2017

Subject | Active management | Trimark

I think it’s important for advisors and investors to truly understand a portfolio manager’s approach, and the best way to do that is to see the discipline in action. In my last blog post, Why EM? Why now? I presented my case for emerging markets and reviewed my approach to investing in these regions. Today, I will discuss two companies we’re invested in, why they made the cut and how they have performed for our investors.

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