Invesco Canada blog

Insights, commentary and investing expertise


Global Market Strategist, Invesco Ltd.
October 19, 2018

Subject | Industry views | Invesco | Macro views

Trade tensions have escalated in recent months to a point we haven’t seen in many years. At times in the past year, protectionist threats and actions have sent stocks downward, but investors have been all too willing to believe the threat has passed at the first sign of an abatement in trade drama. For example, after downward pressure on stocks caused by trade worries, Chinese President Xi Jinping’s conciliatory speech at the Boao Forum in March was all investors needed to hear to send stocks upward. But the elation was short-lived, as it soon became clear that President Xi had no interest in making serious concessions.

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Will the global stock sell-off continue?


Global Market Strategist, Invesco Ltd.
October 16, 2018

Subject | Invesco | Macro views

It was yet another week in which I felt like we lived 100 weeks. Of course the biggest event was the stock market sell-off. U.S. stocks led what became a global sell-off, which slowed and actually began to reverse on Friday. The key question on investors’ minds is: Is this over? Or will stocks lose more ground? Before we can gauge the likelihood of this sell-off continuing, we must understand its origins. There were two catalysts for the stock market drop – and they are the two key risks I have been warning about for more than a year: U.S. Federal Reserve (Fed) normalization and trade.

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U.S. stocks plunge in tech-fueled rout


Global Market Strategist, Invesco Ltd.
October 11, 2018

Subject | Invesco | Macro views

On Wednesday, U.S. stocks fell dramatically, with the Dow Jones Industrial Average falling more than 800 points. The rout was led by technology stocks, with the NASDAQ Composite Index down 316 points, but all sectors experienced losses.1 This was the worst one-day sell-off for U.S. stocks since February. For much of the day, bonds sold off as well but, by the end of the day, investors fled to the perceived safety of U.S. Treasuries, sending yields lower.

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Jobs, trade and the economy: What did we learn last week?


Global Market Strategist, Invesco Ltd.
October 9, 2018

Subject | Invesco | Macro views

Last week was particularly busy, with key data releases giving us the latest glimpse into economic activity around the world, and government negotiations establishing the boundaries of important trading relationships. Here’s what we learned, and what we need to watch going forward.

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Capital market assumptions: How we estimate asset-class returns


Portfolio Manager, CIO, Invesco Global Solutions Development and Implementation team & Portfolio Manager, Invesco Global Solutions
October 8, 2018

Subject | Commodities | Institutional | Macro views

Our views of equities, fixed income and alternatives shape our multi-asset portfolios and inform our clients

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