Invesco Canada blog

Insights, commentary and investing expertise

Q4 market outlook: Six trends to watch


Global Market Strategist, Invesco Ltd.
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


Global Market Strategist, Invesco Ltd.
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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Fed balance sheet normalization at last


Senior Portfolio Manager, Head of North America Rates, Invesco Fixed Income†
September 21, 2017

Subject | Institutional | Invesco Fixed Income (IFI) | Macro views

The U.S. Federal Open Market Committee (the Fed) held interest rates steady at Wednesday’s meeting, with a target range of 1% – 1.25%. After preparing the markets over the last several meetings, the Fed finally announced they would begin their long-awaited balance sheet reduction plans in October 2017.

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Fed balance sheet normalization at last

Will the Fed start normalization this week?


Global Market Strategist, Invesco Ltd.
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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Interest rate outlook: BoC moves firmly into hawkish camp


Senior Portfolio Manager, Head of North America Rates, Invesco Fixed Income†
September 15, 2017

Subject | Institutional | Invesco | Invesco Fixed Income (IFI) | Macro views

The Bank of Canada (BoC) has moved firmly into the hawkish camp, with a rate hike to 1% this month, leaving the market expecting one more rate hike this year. The benchmark rate was raised to 0.75% in July.1 Recent economic data continues to surprise to the upside.

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