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Invesco Canada blog

Insights, commentary and investing expertise

Avi Hooper

Why ESG factors should be considered when investing in fixed income


November 27, 2020
Subject | Invesco Fixed Income (IFI)

As we live, work and invest, we must all become aware of the impact we have on the world and seek to improve our current way of life. Responsible investing means being thoughtful in how we allocate our assets to encourage countries and companies to set polices that promote overall improvement in the way we live. The consideration of environmental, social and governance (ESG) factors has become synonymous with leading this shift to responsible investing.

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Global central banks – The permanent actor


August 20, 2020
Subject | Macro views

The global financial crisis of 2008 has become a blueprint for how policymakers are acting today to smooth the negative growth and inflation shock from the ongoing health pandemic. Many global central banks have been forcefully pushing liquidity into markets to foster economic stability. Collapsing domestic demand and falling inflation has enabled an environment of co-operation between central banks and governments to ensure liquidity remains abundant and activity levels can be sustained without interruption.

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Why we embrace “Core Plus”


March 17, 2020
Subject | Active management

Canadian fixed income investors benefit from the one of the highest credit quality bond markets globally.1 In addition to the incremental yield captured by owning Provincial and Municipal debt, the corporate bond market is made up of well-managed investment grade rated issuers. Unfortunately for investors who choose to own the broadly followed Canadian Aggregate bond index, corporate debt only makes up 28% of the total.1

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The potential benefits of Emerging Market debt


July 17, 2019
Subject | Active management

Emerging market debt has evolved over the past few decades from a source of political and economic vulnerability to a potential positive driver of portfolio returns. The addition of new sovereign issuers (denominated in U.S. dollar and euro) has broadened the opportunity set for global investors, and corporate issuance has meaningfully contributed to its growth.

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The superiority of Canadian Corporate Credit


June 27, 2019
Subject | Invesco | Macro views

Canadian companies continue to benefit from a strong earnings growth backdrop, especially in domestic facing sectors of the economy. Demand for new bond issuance remains exceptionally strong, highlighted by the recent all-time record number of buyers1 for a 10-year bond issued by Telus Corporation. In a world of a growing stock of negative-yielding debt, demand for high-quality, I believe positive-yielding bonds should continue to be well supported.

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Canadian yield curve points to slow growth, not recession


May 29, 2019
Subject | Invesco | Macro views

The economic implications from an inverted yield curve may be overstated, in our view. Historically, when short-term interest rates, anchored by central bank policies, yield more than longer duration maturities the bond market is signaling that monetary policy has become restrictive. Taking on more interest rate risk in your portfolio for less yield to maturity is an unattractive option for investors.

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