Invesco Canada blog

Insights, commentary and investing expertise

A foundational approach to managing risk


June 12, 2019
Subject | Active management | Invesco

According to Plato’s account of his mentor’s trial, Socrates stated “The unexamined life is not worth living.” I think this is a pretty good motto, so I spent the past nine months reviewing and evaluating my investment process to ensure that I haven’t picked up any bad investment habits.

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The correction: Why I focus on quality dividends


October 29, 2018
Subject | Active management | Invesco

The October sell-off in global markets has several underlying factors, but the most commonly cited reasons are the rise in U.S. 10-year Treasury yield, concerns on earnings growth and the overall level of valuations.

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The value of field research


July 27, 2018
Subject

One of the things I’m often asked about is the amount of research travel that we on the Global Equities team undertake. It may sound glamorous to be on a research trip to Europe, but it’s actually pretty exhausting.

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Moving forward by standing still


October 16, 2014
Subject | Active management

I recently read an interesting piece that was based on an earlier article by James Montier called Beware of Action Man. As I was reading, I thought it would provide a good analogy of how I’m currently managing the Trimark Fund in the current environment.

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Healthcare stocks in the age of Obamacare


October 16, 2013
Subject | Active management | Macro views

While the U.S. federal government shutdown* continues to dominate media headlines, the Patient Protection and Affordable Care Act – better known as “Obamacare” – is likely to survive, even though a Republican-controlled House of Representatives vehemently opposes it.

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Questions about global investing? Join us for a live webcast this Wednesday


June 17, 2013
Subject | Active management

This Wednesday, I’m getting together with my colleagues Jeff Feng and Virginia Au for a live conversation and advisor Q&A. During the webcast, we’ll cover various topics around global investing and you’ll have an opportunity to ask questions.

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