Invesco Canada blog

Insights, commentary and investing expertise

10 reasons for investors to give thanks


November 17, 2021
Subject

In the spirit of American Thanksgiving and the upcoming holiday season, Brian Levitt shares his list of 10 things investors can be thankful for this year, from global vaccine rollouts to a booming U.S. job market.

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I’m not concerned about long-term inflation. Here’s why.


March 5, 2021
Subject | Industry views | Invesco | Macro views

Market drawdowns are never fun.  But for all the hand wringing over the current market downturn and the pain in the long-duration trade, let’s not forget that in many ways, this is playing out as we had hoped.  It was only one year ago when the first case of the SARS-CoV-2 appeared in my home state of New Jersey.  If you had told me then that 12 months later the U.S. economy would produce 379,000 jobs in the prior month,1 the 10-year U.S. Treasury yield would be flirting with 1.60%,2 and the U.S. 10-year inflation breakeven would be over 2.2%,3 then I would have slept much better that night. 

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Answering your questions on jobs, debt

I recently participated in a webinar for advisors and investors, Financial markets: Historical perspective and roadmap to recovery, followed by a brief Q&A session (you can watch a replay here). I’d like to take this opportunity to answer some of the questions we received but didn’t have time to address.

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Need some good news? Markets, economy do offer some

John Krasinksi of The Office and Jack Ryan fame recently initiated a web series entitled “Some Good News.” It’s a news program devoted entirely to good news. I wish I had thought of that. Since I didn’t, I’m left to borrow the concept. This blog, and subsequent ones in this series, will be devoted entirely to producing lists of good (or less bad) news. After all, as Dwight Schrute says in the episode of “The Office” in which Jim Halpert mockingly takes on Dwight’s persona, “Imitation is the most sincere form of flattery. So, I thank you.”

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

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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