Invesco Canada blog

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Multi-asset: The prolonged global expansion could continue if fiscal and monetary policies remain supportive

Key takeaways

  • We take a two- to three-year view of the world when building our central economic thesis.
  • We believe it is vital to consider both cyclical and structural forces in building this thesis.
  • We believe that all of our ideas can make a positive return in our central economic scenario to ensure we have ideas that can excel in various economic conditions. However, it is important to note that our ideas do not derive from it.

2018 has been a relatively volatile year, however this has been limited to bouts of volatility while, rather surprisingly, levels of market volatility overall have remained fairly subdued.

Continued

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