Invesco Canada blog

Insights, commentary and investing expertise

Investing in emerging markets: Multinationals vs. local


Head of Emerging-Markets Equities, Invesco Hong Kong Ltd.
March 29, 2018

Subject | Active management | Institutional | Trimark

I am often asked why an investor should invest in local businesses in emerging markets instead of putting their money in large multinational companies. For example, why invest in Amorepacific Corp., a Korean cosmetics company, over Revlon, a multinational that derives a portion of its revenue from sales in emerging markets? This is a fair question, and as a long-term global investor, I will outline my thoughts on it in this blog post.

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Tariffs, trade war concerns help spark equity market sell-off


Global Market Strategist, Invesco Ltd.
March 27, 2018

Subject | Invesco | Macro views

It seems we are beginning to smell the faint hint of fear in markets. Not only did stocks sell off globally last week, but investors also fled to the safety of U.S. Treasuries, which drove the 10-year Treasury yield down to 2.817% – a level not seen in weeks. Last week’s market rout was the worst week for stocks in two years.

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The increasing role of technology


Portfolio Manager | Trimark Investments
March 26, 2018

Subject | Active management | Macro views | Trimark

There was a time when asset managers could largely be agnostic to technology. The common justifications were that the space was too esoteric, dynamic and generally difficult to understand. While there is some truth behind these sentiments, the increasing pervasiveness of technology into our lives and into the business models of most enterprises means that avoiding technology has shifted from abscondment to perilousness.

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Why truly active managers aren’t afraid of rising rates


Portfolio Manager | Investment Analyst
March 23, 2018

Subject | Active management | Institutional | Macro views | Trimark | Your questions answered

With interest rates starting to rise, many investors are wondering what impact, if any, the move upward might have on their portfolios. We asked Marina Pomerantz, a portfolio manager on the Trimark Global Equities team and Neeraj Khosla, an investment analyst covering emerging-market (EM) equities for the same team, for their views on the current interest-rate environment.

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The Fed stays the course under its new leader


Associate Portfolio Manager | Senior Macro Strategist
March 22, 2018

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

The Federal Reserve (Fed) raised interest rates by a quarter of a percentage point as expected on Wednesday and signaled two more rate hikes for 2018. It also released its Summary of Economic Projections (SEP) for the next few years, which suggests that the Fed is optimistic regarding the future performance of the U.S. economy.

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Revolving headlines lead to a tug of war for stocks


Global Market Strategist, Invesco Ltd.
March 20, 2018

Subject | Invesco | Macro views

Across the globe, stocks experienced a tug of war last week, with good news (positive earnings and other signs of accelerating growth) and bad news (concerns that protectionist actions could slow economic growth) influencing the markets. I believe this tug of war will very likely continue going forward, and I’ll be closely watching for more market-moving news this week as new central bank leaders make their debuts.

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