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Invesco Canada blog

Insights, commentary and investing expertise


Global Market Strategist, Invesco Ltd.
July 16, 2019
Subject | Institutional | Invesco | Macro views

As any parent of toddlers or teenagers knows, there’s often a big difference between what kids want (candy and a later bedtime) and what they need (vegetables and plenty of rest). I’m reminded of this as I anticipate this month’s Federal Reserve (Fed) meeting. A cut is widely expected — but what is the level that markets need, versus what they want?

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Global trade issues force Bank of Canada to wait and watch


Senior Portfolio Manager, Head of North American Rates Portfolio Management, Invesco Fixed Income
July 10, 2019
Subject | Macro views

The Bank of Canada (BoC) kept the target rate at 1.75% at its July 10 meeting. The tone of the statement was positive on the Canadian economy itself, but was extremely cautious regarding the potential impact of global trade tensions.

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Invesco Global Bond Fund: The first three years


July 9, 2019
Subject | Active management | Invesco

Invesco Global Bond Fund crossed its three-anniversary with strong returns, finishing in the top quartile of its peer group.1 The management team navigated choppy waters with a changing mix of assets to capture upside in good times while providing protection in more challenging periods. The use of corporate credit, mortgage back securities and emerging markets helped to generate returns in calm markets, while a significant allocation to global government bonds helped to provide ballast during times of volatility.

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ECB worries have receded, but Fed policy doubts have some pundits on the defensive


Global Market Strategist, Invesco Ltd.
July 8, 2019
Subject | Invesco | Macro views

I spent the past week in Knoxville, Tennessee, watching my daughter’s basketball team play in a national tournament. I am the unofficial scorekeeper of the team, which makes the experience even more interesting, as I track the games on a variety of metrics. What I found is that the risks to my daughter’s team were different in each game, depending on the abilities of the opposing team. It reminded me that various market environments present different risks and, just as quickly as one game ends and a new game against a different team begins, so too can environments change.

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Navigating the low interest rate environment


Senior Portfolio Manager
July 3, 2019
Subject | Invesco | Macro views

The most recent monetary policy meetings from the Federal Reserve (Fed) and European Central Bank (ECB) laid the ground work for a new round of interest rate cuts and potential quantitative easing (QE) in Europe. This comes as global central banks are trying to get in front of softening economic data and disappointing inflation measures.

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Algorithm Wars

The U.S. cycle breaks a record. So now what?


Global Market Strategist, North America
July 2, 2019
Subject | Invesco | Macro views

Kristina: As of July 1, the U.S. business cycle has set a new record for longevity. It’s a significant milestone, to be sure, but what does it really mean for investors? The answer might not be what you think. To help put this cycle into context, I’m turning over this edition of Weekly Market Compass to my colleague Brian Levitt, Global Market Strategist for North America.

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