Invesco Canada blog

Insights, commentary and investing expertise

Finding defensible yield as the profit cycle turns


April 11, 2017
Subject | Active management | Invesco | Macro views

As dividend income investors, we are focused on sustainability of profit margins over a full cycle. I believe that we are currently in the later stages of the profit cycle, with corporate profit margins at about 1% below their late-2014 peak levels. What does that mean for us as high-conviction, bottom-up investors?

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A high-conviction approach to dividend income


April 10, 2017
Subject | Active management | Invesco | Macro views

Investors in today’s market are navigating a series of “what ifs” – potential policy shifts from the Trump administration in the U.S., interest-rate changes and uncertain global growth rates. I believe that a long-term, high-conviction approach to dividend investing is an asset in today’s short-term-focused, myopic markets.

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