Invesco Canada blog

Insights, commentary and investing expertise

Yield signs: Deconstructing a key market indicator


Global Market Strategist, Invesco Ltd.
April 24, 2018

Subject | Invesco | Macro views

The biggest news of last week was not a tweet, but a Treasury yield – specifically the 10-year U.S. Treasury yield, which rose significantly last week, to 2.95%.1 As of this writing on Monday, the 10-year Treasury was yielding 2.98%, very close to the key 3% level it has not seen in more than four years.1 But what is this key market indicator telling us? And why do people care?

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What privacy regulations may mean to web stocks


Portfolio Manager, Trimark Investments
April 20, 2018

Subject

In a previous post I discussed the data privacy concerns that affected the valuations of several U.S. internet companies in the aftermath of the Facebook/Cambridge Analytica scandal. In this post, I will focus on several upcoming regulatory changes as part of the EU’s General Data Protection Regulation (GDPR), which are set to be implemented in May 2018.

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BoC remains data dependent


Senior Portfolio Manager, Head of North America Rates, Invesco Fixed Income†
April 18, 2018

Subject

The Bank of Canada (BoC) announced it would keep the overnight interest rate at 1.25% at today’s meeting. The outcome was not surprising as North American Free Trade Agreement (NAFTA) negotiations remain unresolved and economic growth in the first quarter showed signs of slowing down.

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Web stocks, user data abuse and regulation


Portfolio Manager, Trimark Investments
April 17, 2018

Subject | Active management | Industry views | Trimark

The past few weeks have been characterized by significant volatility in the share prices of the world’s largest internet companies, which comprised the once-vaunted cohort of top-performing “FANG” stocks. In the span of less than one month, revelations about social networks permitting unscrupulous access to users’ personal data, upcoming regulatory changes in Europe, and increased attention by U.S. lawmakers have caused a swoon in global technology and internet equities.

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