Invesco Canada blog

Insights, commentary and investing expertise

Hiding from volatility? You might be missing out


January 29, 2018
Subject | Active management

In many ways, 2017 was an exceptional year. The U.S. equity market did better than most expected, despite concerns about the new President and worries about the economy, valuations, Brexit, North Korea and the Middle East.

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


October 17, 2016
Subject | Active management | Macro views

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

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

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

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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Finding stellar companies in the world’s biggest growth engine


March 10, 2015
Subject | Active management

How is the high U.S. dollar and slow global growth affecting U.S. companies? Can the American economy continue to strengthen amid slow growth in the rest of the world? When and how will the Fed move on interest rates?

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Is this the golden age of biotech?


March 5, 2015
Subject | Active management

You’ll often hear that we are living in the “golden age of biotech.” Sure, it sounds romantic, but if you look at the performance of biotech stocks in the last five years, it gives you some inkling as to the wealth creation potential in the sector.

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Question: Because the U.S. dollar isn’t accorded world reserve currency status, what does this mean for the markets?

Question: What is the impact on Canadian and U.S. markets when the U.S. dollar is no longer accorded world reserve currency status and when interest costs exceed $200 billion per year?

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The most innovative country in the world


December 11, 2013
Subject | Active management

Try this thought experiment: Look back over the past 10 to 20 years and make a list of the most important commercial developments in medicine, science, technology and energy production.

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