Invesco Canada blog

Insights, commentary and investing expertise

Trump vs. Clinton: Views from a veteran U.S. investor


October 17, 2016
Subject | Active management | Macro views | Trimark

As the manager of a mutual fund focused on U.S. companies, I’ve been asked a lot recently about the upcoming U.S. election. The main question from investors, of course, is: What will be the impact of a Clinton/Trump win on the companies and sectors we hold in the fund? My short answer – very little, if any, impact.

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Biotech: A case study in quality


March 9, 2016
Subject | Active management | Trimark

I have spent my investing life evaluating the culture of innovation at companies in different industries. Innovation is necessary in every industry – but naturally more urgent in some than others. Because I seek out sustainable growth through innovation, I tend to hold a number of businesses in leading-edge industries – biotechnology, for example.

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The “flywheel” of quality innovation


February 19, 2016
Subject | Active management | Commodities | Trimark

My key investing goal is, and always has been, sustainable growth. In a rapidly changing world, I believe the best road to enduring growth is to embrace change – participate in it and, in some cases, lead the charge. How does a high-quality company do this? I believe it all comes down to building and maintaining a strong culture of innovation.

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Volatility in context: The retreat from U.S. equities


February 12, 2016
Subject | Active management | Trimark

It appears we have reached the give-up phase for U.S. equities. Concerns about the U.S. economy, various commodities, some currencies, U.S. politics, rapid change and global strategic issues have caused investors to throw up their arms in frustration and retreat to the safety of more predictable alternatives. Now is not the time to lose heart.

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