Invesco Canada blog

Insights, commentary and investing expertise

Is uncertain U.S. trade policy harming EM economies?


Senior Portfolio Manager, Invesco Ltd.
February 10, 2017

Subject | Active management | Institutional | Invesco | Macro views

Uncertainty about U.S. trade policy changes that could potentially harm emerging market economies dragged them down about 2.2% during the fourth quarter of 2016, underperforming developed international markets by about 3.5%.1 Yet emerging-market economies generally showed positive signs, with exports beginning to recover, commodity prices rebounding, and inflation remaining benign.

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What three wild cards could change the investing landscape?


Senior Portfolio Manager, Invesco Ltd.
February 7, 2017

Subject | Active management | Institutional | Invesco | Macro views

A series of exceptional events led to wide swings in global equity performance from the first half to the second half of 2016. Looking into 2017, the Invesco International and Global Growth team is generally more constructive on non-U.S. stocks (versus U.S. stocks) from an earnings, quality and valuation (EQV) perspective, although we are keeping our eyes on three potential wild cards that could affect the outlook.

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Conviction key to long-term success


Portfolio Manager, Trimark Investments
February 3, 2017

Subject | Active management | Trimark

We believe that high-conviction investing is key to generating excess long-term returns, and this belief guides our research efforts and investing decisions. There is academic research to support this, showing that among actively managed funds, those with high conviction managers tend to outperform. In this blog post I’ll explain why the Trimark Global Equities team invests with conviction, highlighting two extensive studies of portfolio managers and their returns.

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BoC holds rates amid Trump policy uncertainty


Senior Portfolio Manager, Head of North America Rates, Invesco Fixed Income†
January 18, 2017

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

The Bank of Canada (BoC) announced today that the overnight policy rate remained unchanged at 0.5%. There wasn’t much suspense heading into today’s monetary policy meeting as economic data had shown at least some improvement recently and a rate cut did not appear warranted.

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