Invesco Canada blog

Insights, commentary and investing expertise

Five issues for investors to watch


Global Market Strategist, Invesco Ltd.
November 13, 2018

Subject | Invesco | Macro views

Last week, the U.S. experienced a deepening split in political leadership, which dominated headlines. And yet, that was just the tip of the iceberg in terms of events that are impacting global markets. Below, I recap five key events from last week and highlight five issues to watch moving forward, including whether there are grounds for new alliances among U.S. President Donald Trump and the Democratic House.

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U.S.-China spat underscores value of investing in quality


Head of Emerging-Markets Equities, Invesco Hong Kong Ltd.
November 9, 2018

Subject | Invesco | Macro views

There was news out last Friday that U.S. President Donald Trump has directed his cabinet to start crafting a new trade agreement with China.1 With my focus on emerging markets, this is welcome news, as the trade dispute between the world’s two largest economies has cast uncertainty over the markets.

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The U.S. midterm results are in, but what do they mean for markets?


Chief Global Market Strategist | Global Market Strategist, EMEA
November 7, 2018

Subject | Invesco | Macro views

Going into yesterday’s U.S. midterm elections, our base case scenario was that Democrats would take the House while Republicans would retain the Senate. That has come to fruition, and has had an initially supportive effect on markets, with U.S. stocks and bonds supported and the dollar weaker. This U.S. market response has in effect eased global financial conditions, supporting other currencies and financial markets in general, including emerging markets.

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Anticipating the U.S. midterm results


Global Market Strategist, Invesco Ltd.
November 6, 2018

Subject | Invesco | Macro views

October has come to an end – and what a miserable month it was for stocks. The Dow Jones Industrial Average fell more than 5%, the S&P 500 Index lost 6.9% (its worst month in seven years) and the Nasdaq Composite Index dropped 9.2% (its worst month since November 2008).1 Looking beyond the U.S., the MSCI EAFE Index gave up 8% during the month while the MSCI Emerging Markets Index lost 8.7%.1 And beyond stocks, major bond indices, such as the Bloomberg US Aggregate Bond Index and the FTSE Russell Emerging Markets Broad Bond Index, also gave up some ground.1 Real estate investment trusts lost 3% as represented by the MSCI REIT US Index, while commodities lost 2% as represented by the Bloomberg Commodity Index.1 One of the few bright spots in October was gold, with spot prices rising 2.8%.1

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Shining the EQV spotlight on China and Japan


Senior Portfolio Manager, Invesco Ltd.
November 5, 2018

Subject | Invesco

During the third quarter, the People’s Bank of China (PBOC) remained in active easing mode and Japan’s Nikkei 225 Index reached a 27-year high. Supportive monetary policy and strong momentum can often be positive indicators for markets. However, in our analysis of recent events and likely catalysts for future direction, the Invesco International and Global Growth team continues to seek opportunities but believes both markets face obstacles that could impact future performance.

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The Rise of Robots


Global Market Strategist, EMEA
November 5, 2018

Subject | Industry views | Institutional | Invesco | Macro views

How the fourth industrial revolution will transform economics, politics, and more

After two centuries of industrial transformation and change, we’ve reached what many now call the Fourth Industrial Revolution. It’s marked not by the introduction of steam power or the advent of mass production but by the rise of artificial intelligence and automation that will fundamentally transform the global division of labour.

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