Invesco Canada blog

Insights, commentary and investing expertise

Is stimulus still needed in a growing global economy?


October 11, 2017
Subject | Institutional | Macro views

More signs emerged last week that we are in the throes of a synchronized global economic recovery, with emerging markets and developed markets seeing improved economic growth. As the Trump administration works to pass its tax reform package, I expect the debate over economic stimulus to accelerate. Is it still needed in a growing economy?

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Q4 market outlook: Six trends to watch


October 3, 2017
Subject | Institutional | Macro views

Last quarter saw stocks globally continue to rise. The relatively accommodative monetary policy environment and improved global growth were strong drivers. However, as we head into the fourth quarter, I think it’s important that we recognize the potential for greater disruption – in terms of both geopolitics and monetary policy – which can cause greater volatility in capital markets.

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Understanding the ups and downs of commodities


September 26, 2017
Subject | Commodities | Macro views

The past few weeks have seen commodity prices experience some significant swings, with different commodities impacted by different factors. I find that investors have a lot of questions about commodities and what drives them — particularly given all the dramatic weather events over the past few weeks — so this week I’m going to focus on these investments (with a quick note at the end about key events from last week).

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Will the Fed start normalization this week?


September 19, 2017
Subject | Institutional | Invesco | Macro views

The dials of geopolitical and monetary risk are spinning in different directions across the globe. Of note in the U.S., markets are wondering whether glimmers of political bipartisanship bode well for reform legislation, and the Federal Reserve (Fed) is gearing up for what may be one of its most important meetings ever.

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Uncertainty clouds view of global markets


September 12, 2017
Subject | Institutional | Invesco | Macro views

For the past several months, I’ve talked about disruption as a key theme for 2017 and argued that it would have three key sources this year, including geopolitics and monetary policy. Last week was emblematic of that theme, as geopolitical events and central bank decisions shared the spotlight.

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