Invesco Canada blog

Insights, commentary and investing expertise

Five things to watch in April


Global Market Strategist, Invesco Ltd.
April 3, 2018

Subject | Institutional | Invesco | Macro views

The first quarter of the year has ended with major developed market indices down slightly and major emerging market indices up slightly. But those numbers belie a very turbulent period in which stocks were whipsawed. Bonds also experienced gyrations, with the yield on the 10-year U.S. Treasury moving from 2.41% at the start of the quarter to a peak of 2.94% and ending at 2.74%.1 As we begin the second quarter, there are five critical things to watch.

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Investing in emerging markets: Multinationals vs. local


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

Subject | Active management | Institutional

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, Invesco Canada Equity team
March 26, 2018

Subject | Active management | Macro views

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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