Invesco Canada blog

Insights, commentary and investing expertise

2018 Investment Outlook: Global markets – 10 expectations for 2018


Global Market Strategist, Invesco Ltd.
December 6, 2017

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

2017 was a positive year for the economy and capital markets. The global economy grew at a faster pace than in 2016, and risk assets also rose significantly1. However, investors are wondering whether the current environment will continue through 2018. Following are my 10 key expectations for the new year:

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2018 Investment Outlook: We are dedicated to helping clients achieve their investment objectives


President and Chief Executive Officer
December 6, 2017

Subject | 2018 Investment Outlook Series | Institutional | Invesco

The surging markets of the past year have taken place against a backdrop of macro developments whose long-term impact on the world economy has yet to be realized: uncertainty regarding the U.K.’s withdrawal from the European Union, potential tax reform in the U.S., North Korea’s nuclear weapons testing, continued oil price volatility and the outcome of key elections in Germany, France, Iran and other countries.

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2018 Investment Outlook: Can stability in the region extend Asia’s outperformance?


Chief Investment Officer, Asia ex Japan
December 6, 2017

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

2017 has been a good year for Asian equities so far, rising 39% and outperforming the rest of the world.1 The strong performance has been supported by steady economic conditions and robust corporate earnings. Yet still, Asia is trading at its lowest price-book ratio relative to the S&P 500 Index in 15 years.2

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2018 Investment Outlook: China: 2018 growth may moderate, but reforms and innovation bode well for the longer term


Chief Investment Officer, Asia ex Japan
December 6, 2017

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

Chinese equities caught investors by surprise in 2017 with a strong rally. Contrary to the pessimism over the past few years, investors have turned upbeat towards China, and for good reason: Economic data in general exceeded expectations, and we have seen broad-based earnings growth.

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2018 Investment Outlook: The synchronized economic expansion: How much further to run?


Chief Investment Officer, Invesco Perpetual
December 6, 2017

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

The global economy continues its synchronized recovery, as evidenced by robust data across regions. Indeed, all 45 countries tracked by the Organisation for Economic Co-operation are expected to post positive economic growth in 2017 for the first time in 10 years. Even more optimistically, 33 out of 45 countries are seeing accelerating growth. This has boosted international trade and commodity prices, and helped make the global expansion story gradually more self-sustaining. On this basis alone, the prospects for 2018 look positive, with broad-based improvements across the major developed economies and a number of emerging market economies expected to continue.

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2018 Investment Outlook: Potential risks facing the markets in 2018

Forecasting is notoriously difficult, and unexpected events can derail even the best educated estimates. Five of Invesco’s global CIOs discuss the most likely risks facing their base-case expectations for market performance in 2018.

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