Invesco Canada blog

Insights, commentary and investing expertise

Three key takeaways from four days in Europe


Global Market Strategist, Invesco Ltd.
April 9, 2019

Subject | Invesco | Macro views

Last week I had the pleasure of traveling in Europe, meeting with colleagues and clients in several different countries. It was a whirlwind tour, but it was well worth the jet lag to get an in-person account of the various issues facing Europe today. Below, I share three key takeaways from my trip.

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Six issues to watch in April


Global Market Strategist, Invesco Ltd.
April 2, 2019

Subject | Invesco | Macro views

The first quarter of 2019 was a wild ride for capital markets — equities and government bonds rallied as U.S. Treasury yields and German bund yields sunk. This was a clear dichotomy, indicating optimism in the stock market but pessimism about the global economy. I believe this reflected more accommodative monetary policy from the Federal Reserve and other central banks, suggesting a more supportive environment for risk assets such as equities, while weakness in some economic data suggested a slowdown in global growth, pushing yields down. In this week’s blog, I discuss six current issues that could impact capital markets in April and beyond.

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U.K. Parliament begins to reveal its Brexit preferences


Global Market Strategist, EMEA
March 29, 2019

Subject | Invesco | Macro views

The latest installment of the Brexit saga went into overtime again on the evening of March 27, as the House of Commons engaged in a first round of “indicative votes” on alternatives to U.K. Prime Minister Theresa May’s withdrawal deal. While the resolution remains uncertain, the contours of a way forward are finally starting to take shape based on voting preferences among the many alternatives put to an indicative vote.

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Why Canadian headline noise doesn’t faze me


Vice President and Portfolio Manager, Invesco Canada Equity team
March 27, 2019

Subject | Invesco | Macro views

There’s been a lot of negative news headlines about the Canadian economy lately, ranging from consumer indebtedness, poor productivity growth and subscale innovation hubs. All of this doesn’t paint a rosy picture for investors.

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A dovish Fed and an inverted yield curve spark market concerns


Global Market Strategist, Invesco Ltd.
March 25, 2019

Subject | Invesco | Macro views

Monetary policy disruption was on full display last week: The U.S. Federal Reserve (Fed) announced a momentous change to its normalization plan, the yield curve inverted and sparked investor concerns, and a noted Fed critic was nominated to the central bank’s Board of Governors.

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The Fed delivers on the dovish side


Senior Portfolio Manager, Head of North American Rates Portfolio Management, Invesco Fixed Income
March 22, 2019

Subject | Invesco | Macro views

The Federal Reserve (Fed) held the target range for the U.S. federal funds at 2.25%-2.50% at its meeting on Wednesday. This outcome was in line with market expectations. In addition, the Fed indicated they do not expect to hike rates again in 2019 and only expect one hike in 2020.

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