Invesco Canada blog

Insights, commentary and investing expertise

Trade remains the top concern for global markets


Global Market Strategist, Invesco Ltd.
September 11, 2018

Subject | Invesco | Macro views

Every week I hope that there are no new trade developments, so that for at least one week I can spare you all from a trade discussion in this blog. Unfortunately, this is not that week – there were many trade developments over the past few days, and I feel compelled to discuss them because I firmly believe the trade situation poses a significant risk to the economy and markets.

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When numbers aren’t enough


Global Head, Proxy Governance & Responsible Investing
September 10, 2018

Subject | Industry views | Institutional | Invesco | Macro views

ESG investors must demand more than headlines from their asset managers 

Ever since the United Nations-supported Principles for Responsible Investment (UNPRI) introduced the term ESG integration back in 2006, the investment industry has sought to make it easier to identify which companies are addressing environmental, social and governance issues and which ones aren’t hitting the mark. That search has led to a proliferation of assessment tools that purport to add clarity for asset owners but instead have reduced the ESG engagement process to box-ticking. It’s an exercise that doesn’t generate any meaningful insights for investors looking to do the right thing.

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Seven issues for investors to watch in September


Global Market Strategist, Invesco Ltd.
September 5, 2018

Subject | Invesco | Macro views

Trade tops the list of issues facing markets this month, as the U.S. is threatening to kill the North American Free Trade Agreement (NAFTA) and leave the World Trade Organization (WTO). And that’s just the tip of the iceberg. Here are seven things for investors to watch in September.

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Reading the tea leaves from the central banks


Global Market Strategist, Invesco Ltd.
August 28, 2018

Subject | Invesco | Macro views

What did we learn last week from the central banks, trade talks and the markets?

Last week gave us a look into the thoughts of the U.S. Federal Reserve (Fed) as Fed Chair Jay Powell gave a widely anticipated speech, and the Federal Open Market Committee (FOMC) released the minutes from its most recent meeting. Some of the messages were clear, while other statements required observers to read between the lines. Below are five key takeaways from last week, and five items I’m watching going forward:

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