logo

Invesco Canada blog

Insights, commentary and investing expertise


Senior Portfolio Manager
December 5, 2019
Subject | Macro views

As we approach the longest historical economic expansion in North America, we see the cycle continuing with no recession on the horizon. Twenty different global central banks eased monetary policy in 2019 providing fuel for global growth to continue. As U.S.-China trade tensions calm and a resolution to a three-year Brexit standoff is in sight, we believe business sentiment should improve and abundant central bank liquidity can help provide positive yet uneven global growth.

Continued

Comments Off on 2020 Global Outlook: The late cycle expansion continues

2020 outlook: An optimistic view of capital markets


Global Market Strategist, Invesco Ltd.
December 3, 2019
Subject | Institutional | Macro views

Welcome to December – just one more month until a new year begins (and, depending on how you do the math, a new decade as well). Naturally, this is the time when market-watchers issue their forecasts for what may lie ahead, and my team is no exception. Simply put, we expect continued monetary policy accommodation with little fiscal stimulus. Therefore, we are more optimistic about capital markets than we are about the overall economy, and we favor risk assets over non-risk assets for 2020. Below, I highlight some of the reasons why. An in-depth analysis is available here.

Continued

Comments Off on 2020 outlook: An optimistic view of capital markets

Amid a host of central bank developments, one constant remains: global market pressure


Global Market Strategist, Invesco Ltd.
November 26, 2019
Subject | Institutional | Macro views

Last week brought a number of key developments from central banks around the world, from the release of the Federal Reserve’s (Fed) latest meeting minutes, to a reaffirmation of the Bank of Canada’s (BOC) monetary policy, to the first speech from European Central Bank (ECB) President Christine Lagarde. These underscored the key differences between each central bank, but I see one constant: the continued pressure imposed by trade war tensions and a slowing global growth outlook.

Continued

Comments Off on Amid a host of central bank developments, one constant remains: global market pressure

Our new study shows factor investing adoption continues to increase globally


November 25, 2019
Subject | 2020 Investment Outlook Series | Active management | Macro views

Invesco’s Office of Global Factor Investing believes that systematic, evidence-based application of investment factors is part of a permanent trend as these strategies can complement other approaches in achieving client objectives. The most common client journey starts with factor investing in equities before moving into other asset classes; however, adoption is often client-specific.

Continued

Comments Off on Our new study shows factor investing adoption continues to increase globally

Global real estate: A generally positive outlook, but balancing growth opportunities with risk mitigation is key


Managing Director, Head of Global Real Estate, Managing Director, Head of Global Securities, Invesco Real Estate
November 25, 2019
Subject | 2020 Investment Outlook Series | Macro views

Economic growth has begun to moderate worldwide, as expected, but remains adequate to support real estate demand. Heading into 2020, real estate appears more attractively priced relative to other asset classes than it did in early 2019 amidst even lower long-term government bond rates, which in turn may drive additional capital into the sector as investors widen their search for yield-bearing assets. While some risks have begun to recede (namely, upward pressures on inflation and interest rates), other geopolitical risks have crystalized to such a degree that our execution strategies have evolved to mitigate against them.

Continued

Comments Off on Global real estate: A generally positive outlook, but balancing growth opportunities with risk mitigation is key