Invesco Canada blog

Insights, commentary and investing expertise

2018 Investment Outlook: Emerging markets can extend their winning ways in 2018


Head of Emerging Market Equities, Invesco Perpetual
December 6, 2017

Subject | 2018 Investment Outlook Series | Institutional | Invesco | Macro views

Drawing support from an improvement in fundamentals at both a macro and corporate level, emerging equity markets significantly outperformed their peers in the developed world in 2017.1 Going forward, we expect this positive environment – favourable economic prospects, a pickup in global trade activity, sluggish inflation and competitive currencies – to provide an attractive landscape in which companies could prosper. With a supportive global macro backdrop, we are confident that companies can build on the generally stronger performances witnessed in 2017 and continue to deliver on the earnings front in 2018.

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2018 Investment Outlook: Meeting the diversification challenge


Portfolio Manager, Invesco Global Solutions Development & Implementation Team
December 6, 2017

Subject | 2018 Investment Outlook Series | Active management | Institutional | Invesco | Macro views | Video

When traditional asset classes move in tandem, building a diversified portfolio presents a challenge. Duy Nguyen, Portfolio Manager and CIO, Invesco Global Solutions Development & Implementation Team, explains how he will approach portfolio construction in 2018.

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2018 Investment Outlook: European equities: Plenty of scope for active managers to add value


Head of European Equities, Invesco Perpetual
December 6, 2017

Subject | 2018 Investment Outlook Series | Active management | Institutional | Invesco

Europe is a rich, highly developed part of the world which is home to a vast range of companies. However, on occasion it still seems to struggle to attract attention from serious investors around the world. There’s always a handy excuse: “Why bother when it’s only a play on more interesting parts of the world?” or “There’s never any earnings growth, is there?” or “Don’t the politics make it un-investable?” Wrong.

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2018 Investment Outlook: All signs point towards a sustained global expansion


Chief Economist, Invesco Ltd.
December 6, 2017

Subject | 2018 Investment Outlook Series | Institutional | Invesco | Macro views

We approach the new year with confidence that the world’s leading economies will continue to display strength and resilience. The U.S. economy is likely to lead from the front, aided by a gathering upturn in the eurozone and the start of a renewed upswing in global trade. The likely expansion among developed economies should also have a positive impact on the export-oriented, manufacturing economies of East Asia as well as commodity producers in other emerging nations.

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2018 Investment Outlook: In a tepid U.S. economy, where do we see growth opportunities?


Senior Portfolio Manager and CIO, Invesco U.S. Growth Investment Management Unit
December 6, 2017

Subject | 2018 Investment Outlook Series | Institutional | Invesco | Macro views

As the Invesco U.S. Growth Equities team looks into 2018 and observe the weight of the evidence, we think the U.S. equity markets can achieve mid- to high-single-digit price appreciation in 2018 as we continue in the secular bull market that began in March 2009.

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2018 Investment Outlook: Could tax reform provide a boost to value stocks?


Chief Investment Officer, U.S. Value Equities
December 6, 2017

Subject | 2018 Investment Outlook Series | Institutional | Invesco | Macro views

As 2017 nears its end, U.S. value stocks are mired in their longest stretch of underperformance versus U.S. growth stocks since the Great Depression, held back by low interest rates and easy monetary policy. In my view, the top issue that will help determine whether that trend continues or abates is U.S. tax reform.

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