Invesco Canada blog

Insights, commentary and investing expertise

The Fed stays the course under its new leader


Associate Portfolio Manager | Senior Macro Strategist
March 22, 2018

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

The Federal Reserve (Fed) raised interest rates by a quarter of a percentage point as expected on Wednesday and signaled two more rate hikes for 2018. It also released its Summary of Economic Projections (SEP) for the next few years, which suggests that the Fed is optimistic regarding the future performance of the U.S. economy.

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Revolving headlines lead to a tug of war for stocks


Global Market Strategist, Invesco Ltd.
March 20, 2018

Subject | Invesco | Macro views

Across the globe, stocks experienced a tug of war last week, with good news (positive earnings and other signs of accelerating growth) and bad news (concerns that protectionist actions could slow economic growth) influencing the markets. I believe this tug of war will very likely continue going forward, and I’ll be closely watching for more market-moving news this week as new central bank leaders make their debuts.

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When geopolitical tension creates opportunities


Head of Emerging-Markets Equities, Invesco Hong Kong Ltd.
March 19, 2018

Subject | Active management | Macro views | Trimark

Whether it’s nuclear tensions on the Korean peninsula, revolution in the Ukraine, the Brexit vote in the U.K. or an unpredictable legislative agenda from the Trump administration, there is no shortage of geopolitical issues for investors to consider. However, for us as long-term investors, the question is: When do these stresses create buying opportunities?

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Managing interest rate concerns


Vice President, PowerShares Sales & Strategy
March 16, 2018

Subject | PowerShares | Smart beta

February’s increased volatility impacted both equities and fixed income, reminding all investors of the havoc that shifting interest rates can have on their portfolios. The correction occurred as U.S. bond yields headed higher, signaling a sell-off in the debt markets while also making equities less appealing.

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Protectionism tightens its grip


Global Market Strategist, Invesco Ltd.
March 13, 2018

Subject | Invesco | Macro views

I’ve been warning for some time about the economic dangers of protectionism and the potential for retaliatory policies that could stifle free trade. Last week, this threat intensified – and that was just the tip of the iceberg in a week filled with market-moving news. Below I highlight five critical headlines from last week and preview what’s ahead.

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