Invesco Canada blog

Insights, commentary and investing expertise

Why we are not afraid of the Fed

The Federal Reserve (Fed) raised interest rates in March and is likely to raise them again twice this year, yet the financial markets have taken this news in stride. Why is this? Simply put, the Fed is behaving dovishly, considering the positive growth pattern we are seeing.

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Finding defensible yield as the profit cycle turns


April 11, 2017
Subject | Active management | Invesco | Macro views

As dividend income investors, we are focused on sustainability of profit margins over a full cycle. I believe that we are currently in the later stages of the profit cycle, with corporate profit margins at about 1% below their late-2014 peak levels. What does that mean for us as high-conviction, bottom-up investors?

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A high-conviction approach to dividend income


April 10, 2017
Subject | Active management | Invesco | Macro views

Investors in today’s market are navigating a series of “what ifs” – potential policy shifts from the Trump administration in the U.S., interest-rate changes and uncertain global growth rates. I believe that a long-term, high-conviction approach to dividend investing is an asset in today’s short-term-focused, myopic markets.

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3 reasons for active management in EM

Now that passive index strategies are ubiquitous across markets, I am pleased to see that the overall active vs. passive debate is over, replaced by a more nuanced discussion about where each approach makes sense in an investor’s portfolio. I am of the firm belief that emerging markets is an investing space in which active management is not only preferred, but in most cases, vital. Here are my three main reasons why.

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U.K. triggers Brexit with Article 50: What happens now?

The Brexit process started today, when British Prime Minister Theresa May formally notified the European Union (EU) of the U.K.’s intention to withdraw from the EU under Article 50 of the Lisbon Treaty.

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