Invesco Canada blog

Insights, commentary and investing expertise

Uncertainty clouds view of global markets


Global Market Strategist, Invesco Ltd.
September 12, 2017

Subject | Institutional | Invesco | Macro views

For the past several months, I’ve talked about disruption as a key theme for 2017 and argued that it would have three key sources this year, including geopolitics and monetary policy. Last week was emblematic of that theme, as geopolitical events and central bank decisions shared the spotlight.

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Surprise hike from hawkish BoC


Senior Portfolio Manager, Head of North America Rates, Invesco Fixed Income†
September 6, 2017

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

In a move that surprised the market, the Bank of Canada (BoC) hiked the target overnight rate to 1% at today’s monetary policy meeting. This is the second hike in a row for the BoC. The market was not expecting the next rate hike until the Bank’s October meeting.

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Currency outlook: CAD rally continues


Senior Portfolio Manager, Head of Macro Research and Global Multi-Sector Portfolio Management, Invesco Fixed Income
September 1, 2017

Subject | Active management | Institutional | Invesco | Invesco Fixed Income (IFI)

The Canadian dollar has rallied significantly this year following the Bank of Canada’s (BoC) switch to a hawkish tilt. The combination of reasonably strong growth and the expressed intent of the BoC to remove both emergency rate cuts from 2015 left the market covering shorts in the Canadian dollar. The extreme rally has left the currency susceptible to a short-term retracement, in our view.

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Five trends that could impact global small caps


Senior Portfolio Manager, Invesco Ltd.
August 24, 2017

Subject | Active management | Institutional | Invesco

The only constant is change – and the global market is certainly proof of that. As we assess our outlook for the rest of the year, we see several potential changes that could impact international small- and all-cap funds. Here are the five trends we anticipate having the biggest effect – and the ways the Invesco International and Global Growth team is poised to respond.

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