Invesco Canada blog

Insights, commentary and investing expertise


Global Market Strategist, Invesco Ltd.
May 3, 2021

Subject | Economics

Weekly Market Compass: Sometimes good economic news isn’t good for stocks. Here’s why we’re seeing such a moment right now.

Continued

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Tactical asset allocation: April 2021


Senior Portfolio Manager, Invesco Investment Solutions
April 29, 2021

Subject | Invesco

We expect the global economy to be in an expansionary regime, with growth above its long-term trend and continuing to improve. Growth is accelerating across the developed world, with the eurozone and the UK seeing meaningful momentum driven by a rebound in the inventory cycle. Emerging Asia is accelerating again, driven by China’s real estate market and a pickup in trade activity across the region. In this month’s update, I explain why this expansionary regime is favourable to equity and credit premia, cyclical factors, and risk assets more broadly.

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Markets contend with a week of surprises


Global Market Strategist, Invesco Ltd.
April 27, 2021

Subject | Invesco

Weekly Market Compass: The Bank of Canada took a hawkish turn, the Biden administration floated a tax hike proposal, and earnings season could break a record for positive surprises. Here’s a round-up of key events from the past week, and what we’re watching on the horizon.

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