Invesco Canada blog

Insights, commentary and investing expertise

2018 Investment Outlook: Valuations to make 2018 a stockpickers market

The current market rally is one of the longest in history, and valuations in many markets may be stretched. Five of Invesco’s global CIOs explain their views on valuations and which markets might provide opportunities in 2018.

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2018 Investment Outlook: What to expect in 2018

Global markets continued to climb throughout 2017, across virtually all asset classes. Can this performance continue through 2018? Five of Invesco’s global CIOs discuss their base-case expectations for market performance in the year ahead.

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2018 Investment Outlook: Looking for opportunity in private equity and stressed credit


Principal, WL Ross & Co.
December 6, 2017

Subject | 2018 Investment Outlook Series | Institutional

The overall global macroeconomic picture saw gradual improvement in 2017, aided by continued supportive monetary policy from central banks throughout key economic centers. We entered the year expecting volatility, in part due to the implications of the U.S. presidential election. However, lower volatility took hold as markets grew comfortable with a range of uncertain issues, including potential policy changes from Washington, China’s economy and the overall interest rate and commodity environment. We expect that 2018 may see an increase in volatility as the economic expansion in the U.S. enters its ninth year.1 While our base view is for a continuation of the current economic expansion, there is a higher degree of uncertainty beyond 2018. We are monitoring several key themes that each play an important role in the private equity and stressed credit universes.

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2018 Investment Outlook: Global equities: Risks, uncertainties, and opportunities


Chief Investment Officer, Trimark Investments
December 6, 2017

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

Short-term forecasting is a fun, but not often a particularly profitable, exercise. To think one can predict what the next year holds is folly, and to assume you could profit from that prognostication is dubious. In 2016, would you have predicted Donald Trump would be inaugurated in 2017 as the next U.S. president? If so, how would you have expected markets to react? Consider everything we’ve seen in the past year or so:

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2018 Investment Outlook: Global fixed income markets look well-supported by macro factors


Chief Strategist and Head of Multi-Sector, Invesco Fixed Income
December 6, 2017

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

Macro

The current investing environment seems daunting. Markets have had a strong couple of years and valuations are tight. At the same time, risks abound. Geopolitical risks including North Korea, terrorism, Brexit and unpredictable politics in Europe and the U.S. make for an uncomfortable investing environment. In such uncertain times, it is important to use an investing framework to help manage through the many risks in the markets, to remind us of the markets’ key driving forces and to help measure the impact of events or potential risks.

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2018 Investment Outlook: More markets are thriving, but it’s critical to understand regional nuances


Managing Director, Head of Global Real Estate, Managing Director, Head of Global Securities, Invesco Real Estate
December 6, 2017

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

An increasingly synchronized economic upswing, the first since the global financial crisis, continues to support real estate market fundamentals around the world. More markets are now doing well, notably several in Continental Europe. This is a great positive and is creating opportunities for real estate investors.

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