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Invesco Canada blog

Insights, commentary and investing expertise


Co-Head of Asia & EM Equities
April 2, 2020
Subject | Active management | Coronavirus impact | Macro views

Before I answer the following specific questions, let me first say that these are the sorts of times we live for as fund managers. Volatility provides opportunity, uncertainty leads to mis-pricing. Work we have done over several years can now be brought into use: we have already run the ruler over many businesses which used to trade at fair values but which now trade at bizarrely cheap valuations.
 
Decisions we make in these weeks of high-intensity can be crucial for performance both in absolute and relative terms. And Asian & Emerging Markets Equity of previous situations of similar intensity (1998, 2001, 2003, 2008/09, 2015/16) helps inform these crucial decisions. While I am deeply unhappy with the performance of our investment strategy this year, I believe there are now many buying opportunities out there.

Continued

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Where do stocks and bonds go from here?


Global Market Strategist, Invesco Ltd.
March 30, 2020
Subject | Active management | Coronavirus impact | Macro views

In last week’s blog, members of Invesco’s Global Market Strategy (GMS) team in Hong Kong, Italy, London, Tokyo and New York shared their on-the-ground insights of the fight against coronavirus from a health care, monetary, and fiscal perspective. Today, we take a deeper dive into the potential implications of the pandemic on U.S. stocks and bonds, as well as the GMS team’s view of asset allocation considerations.

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A new dashboard to consider for signs of a new market cycle


Global Market Strategist, North America
March 27, 2020
Subject | Active management | Coronavirus impact | Macro views

Chuck Noland, Tom Hanks’ character in the movie Cast Away, may have perfectly captured the mood we need to bring to these challenging times, when he said, “I gotta keep breathing. Because tomorrow the sun will rise. Who knows what the tide could bring?”

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The coronavirus “sudden stop” needs credit support


Chief Strategist and Head of Multi-Sector, Invesco Fixed Income
March 24, 2020
Subject | Coronavirus impact | Invesco Fixed Income (IFI) | Macro views

The U.S. economy is currently experiencing a “sudden stop” in growth, as efforts to combat the spread of the coronavirus increase. Social distancing will likely have a direct impact on workers and small businesses across the economy. Invesco Fixed Income’s expectations currently are for the U.S. and European economies to contract sharply in the second quarter this year, and this estimate is subject to further revision down if the virus continues its aggressive spread. This very sharp contraction is pressuring all players in the U.S. economy and creating a funding need for corporations, small businesses, and households. It is vitally important that funding needs be met to ensure that the exogenous economic shock the U.S. economy is experiencing does not migrate into a financial crisis, which would likely further pressure economic growth.

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Coronavirus impact and response: A global view


Global Market Strategist, Invesco Ltd.
March 24, 2020
Subject | Active management | Coronavirus impact | Macro views

Every morning, my day begins by discussing the latest developments in the coronavirus fight with my team of strategists on-the-ground in Hong Kong, Italy, London, Tokyo, New York and elsewhere. Today, my weekly blog features several members of Invesco’s Global Market Strategy Office, who answer the most pressing questions they’ve been hearing from investors who are concerned about COVID-19 and its impact on the global economy.

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Rocky Balboa offers insights on whether investors should consider buying during the coronavirus outbreak


Global Market Strategist, North America
March 20, 2020
Subject | Active management | Coronavirus impact | Macro views

Rocky Balboa said, “You, me, or nobody is gonna hit as hard as life. But it ain’t about how hard ya hit. It’s about how hard you can get hit and keep moving forward. How much you can take and keep moving forward. That’s how winning is done.”

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