Invesco Canada blog

Insights, commentary and investing expertise

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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The vexing issue of inflation


Global Market Strategist, Invesco Ltd.
November 28, 2017

Subject | Institutional | Invesco | Macro views | Trimark

Last week saw a focus on the topic of U.S. inflation. The minutes from the most recent Federal Open Market Committee (FOMC) meeting, released last week, showed that a number of FOMC participants are rethinking whether current low inflation is as transitory as they originally posited.

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