Invesco Canada blog

Insights, commentary and investing expertise

Small-cap stocks: Why patience matters


June 25, 2019
Subject | Active management

The payment sector has been the darling of Wall Street the last few years, and it continues to be an active space with several mega-mergers. Only four months into 2019, the payment sector already reached US$85 billion of merger and acquisition announcements – almost doubling the full-year record of US$49 billion in 2018.1 I expect the trend to continue.

Continued

Comments Off on Small-cap stocks: Why patience matters

Emerging markets index: What’s really inside?


July 17, 2014
Subject | Active management | Institutional

When you think about investing globally, emerging markets cannot be ignored as they represent more than 50% of the world economy. Over the next five years, the emerging markets are expected to grow, on average, 3% to 3.5% more rapidly than developed economies, according to an April forecast from the International Monetary Fund1. It’s no surprise investors want to take part in this growth.

Continued

Comments Off on Emerging markets index: What’s really inside?

Looking forward to volatility


June 16, 2014
Subject | Active management

Lately, I’ve been asked by several advisors about the amount of cash that has built up in some of the small cap mandates that I work on. For example, Trimark Global Small Companies Class had a cash weight of about 25% as at April 30, 2014.

Continued

Comments Off on Looking forward to volatility

The post-Haiyan outlook on the Asian economy


December 3, 2013
Subject | Active management

Typhoon Haiyan, one of the strongest typhoons in history, devastated the Visayas region of the central Philippines on November 8. On behalf of the Trimark Global Fund team, we send our condolences and well-wishes to the people affected by this tragedy as they rebuild their communities.

Continued

Comments Off on The post-Haiyan outlook on the Asian economy