Invesco Canada blog

Insights, commentary and investing expertise

Improvement signals in international equity markets

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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Outlook 2017: International stocks through the EQV lens


November 29, 2016
Subject | Active management | Institutional | Invesco | Outlook 2017

As we look toward 2017, the general near-term outlook for international equities continues to appear somewhat mixed, given a combination of global macroeconomic risks. In our view, some of the larger risks include possible instability relating to Brexit and the eurozone, deleveraging in the largest emerging markets, and uncertainty created by the recent U.S. presidential election as well as upcoming elections in Germany and France.

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The post-Brexit search for quality growth

While the news of the U.K.’s vote to leave the European Union may have taken many investors off guard, we were prepared to take action in the surprise event of a Brexit vote. In the run-up to the vote, we diligently reviewed our existing holdings and potential investment candidates – not just in the U.K. and Europe but also in other regions around the world – creating a “watch list” of stocks in anticipation of the potential market dislocation that would likely result from a “Brexit” decision.

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Investing under the spectre of a Brexit

With about 25% of the assets in Invesco International Growth Class (the “Fund”) currently invested in U.K. equities,1 we’re often asked about our opinion of the Brexit – the possible exit of the U.K. from the European Union (EU). While there would be negatives and positives associated with such a move, the most important thing for our investors to know is that the spectre of a Brexit doesn’t impact our decision-making process, which is solely focused on finding attractively valued stock in quality companies that have sustainable earnings growth potential. Moreover, we believe our current U.K. holdings are well-positioned no matter the result of the Brexit referendum vote on June 23.

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What’s the bottom line on top-line growth?


May 16, 2016
Subject | Active management | Institutional | Invesco

When we as active managers talk about high conviction, that doesn’t only mean we have confidence in the securities we buy – it also means we’re willing to be patient and wait for the right opportunities to come along. In the first quarter, we didn’t add a single new stock to Invesco International Growth Class because we didn’t see any new opportunities that met our criteria for EQV (Earnings, Quality and Valuation).

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