Invesco Canada blog

Insights, commentary and investing expertise

Improvement signals in international equity markets

The Invesco International and Global Growth team has been managing international equities for 25 years. In that time, we’ve seen the performance pendulum swing widely across global regions and investment styles. But no matter the market conditions, our focus on EQV – Earnings, Quality and Valuation – has remained constant.

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A closer look at Ontario’s Fair Housing Plan


May 17, 2017
Subject | Institutional | Macro views

In April, the Ontario government announced a 16-point plan to make housing more affordable. In general, its intention is to help level the playing field, balancing the interest in maintaining a viable real estate market in the greater Toronto area with ensuring that middle- and lower-income families can afford to live in that area.

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Europe: Are elections overshadowing opportunities?

Ask any investor in Europe what concerns them most, and election risk will likely be near the top of the list. With French elections underway,German elections looming, and the fallout from the U.K.’s Brexit vote ongoing, that concern is to be expected. However, the Invesco International and Global Growth team believes that election risk – while real – may be overstated. Looking through our EQV (Earnings, Quality and Valuation) lens, we believe that valuations in the highest-quality companies are expensive, but we have been opportunistic in finding new names that are seeing short-term dislocations.

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Interest-rate outlook: Impact of upcoming British election

The yield on the 10-year Canadian government bond broke through its recent range of 1.60%-1.87%, reaching a low of 1.43% on April 18.1 Geopolitical risks, as well as concerns about elections in France were the big driver as the economic data in Canada has been fairly positive.

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