Invesco Canada blog

Insights, commentary and investing expertise

The value of field research


Head of Global Equities and Director of Research, Invesco Canada Equity team
July 27, 2018

Subject

One of the things I’m often asked about is the amount of research travel that we on the Global Equities team undertake. It may sound glamorous to be on a research trip to Europe, but it’s actually pretty exhausting.

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Trade wars: A worldwide web of worry


Global Market Strategist, Invesco Ltd.
July 24, 2018

Subject | Invesco | Macro views

Global stocks have been in positive territory thus far in July with even emerging markets stocks eking out a tiny gain.1 With positive returns and relatively low volatility in July, it appears that the stock market is not worried about the burgeoning trade war. Admittedly, it’s easy to ignore since investors don’t have a frame of reference for the impact of a major trade war – and so far, earnings season has been very good. But other markets may be telling us that we should be worried.

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How Companies Can Survive the New Industrial Revolution


Global Head of Strategy and Innovation, Invesco Inc.
July 23, 2018

Subject

A new industrial revolution fueled by data and artificial intelligence is rapidly changing the global economy and the world we live in. That’s according to Dave Dowsett, Invesco’s head of strategy, research and development who spoke at Invesco’s Leadership Exchange in Atlanta earlier this year.

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Tariffs, earnings and politics: What’s moving markets this week?


Global Market Strategist, Invesco Ltd.
July 17, 2018

Subject | Macro views

There is no shortage of events to watch this week: The European Union and China will meet to discuss foreign investment, Russian President Vladimir Putin and U.S. President Donald Trump are meeting in Finland, and U.S. Federal Reserve Chair Jay Powell gives his semi-annual testimony to Congress. But can any of these events direct the market’s attention away from the strong second-quarter earnings season?

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Five risks that could affect fixed income markets


Chief Strategist and Head of Multi-Sector, Invesco Fixed Income
July 12, 2018

Subject | Invesco | Macro views

Invesco Fixed Income is positive on fundamentals for the rest of this year. Global growth is solid and inflation is tame. As central banks have pivoted away from stimulus, tighter financial conditions have hurt risky assets. But major central bank policies are still generally easy – we expect the Federal Reserve to tighten gradually, and the runway for other central banks to normalize policy is still long. Nevertheless, political uncertainty, trade tensions and a sell-off in emerging markets have challenged investors in recent months. We expect these factors to generate further volatility and believe caution is warranted. However, we believe greater volatility will generate new opportunities for fixed income investors against a backdrop of solid macro and credit fundamentals. Below are five risks we are monitoring.

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