Invesco Canada blog

Insights, commentary and investing expertise

Near-term pullback, long-term uptrend


Sr. Investment Strategist Invesco Thought Leadership
June 19, 2020

Subject | Coronavirus impact | Institutional | Macro views

On March 13, 2020, we began talking1 and writing2 about a series of tactical market bottom indicators3 that showed signs of extreme risk-off positioning, which were positive from a contrarian perspective. One of those indicators was the Chicago Board Options Exchange (CBOE) equity put/call ratio. Little did we know it at the time, but ten days later, the S&P 500 Index would put in what now appears to be a major low for the cycle.

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Answering your questions on inflation, equity allocation and gold


Senior Portfolio Manager, Invesco Investment Solutions
June 17, 2020

Subject | Active management | Institutional | Macro views

I recently presented a webinar detailing the three scenarios that the Invesco Investment Solutions team believes could unfold over the coming 12 to 15 months. We created three brief videos that outline our Base, Bear and Bull case scenarios that I discussed. The webinar included a Q&A session, but we were not able to get to all of the questions within our allotted time. I would like to answer some of them here.

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Bond positioning for a potential recovery


Senior Portfolio Manager
June 16, 2020

Subject | Active management | Invesco Fixed Income (IFI) | Macro views

While global economies are slowly reopening, we see the COVID-19 crisis as only magnifying the slow growth and low inflation environment we were in prior to the pandemic, with interest rates remaining low for an extended period.

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Five key takeaways from the Fed’s press conference


Global Market Strategist, Invesco Ltd.
June 15, 2020

Subject | Institutional | Macro views

Last week saw a massive sell-off for stocks globally. The initial trigger seems to have come from U.S. Federal Reserve Chair Jay Powell’s press conference following the June 9-10 meeting of the Federal Open Market Committee (FOMC). Below, I summarize five key points from that press conference and the key takeaways I heard while “reading between the lines.”

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Video: U-shaped recovery would be enough for bonds


Senior Portfolio Manager, Invesco Fixed Income
June 9, 2020

Subject | Active management | Institutional | Macro views | Video

The markets have been pretty vulnerable over the last few months, but they’ve started to settle down over the past month and a half. I believe a lot of the credit for this lies with incredible liquidity provided by central banks around the world.

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Burgeoning ‘green shoots’ bring hope for an economic recovery


Global Market Strategist, Invesco Ltd.
June 8, 2020

Subject | Active management | Coronavirus impact | Institutional | Macro views

The last time I used the term “green shoots” was the late spring and summer of 2009. Like everybody else, I was looking for signs of economic life after the global financial crisis and searching for indications that the U.S. and other developed countries were rising out of the economic ashes like a phoenix. And now, 11 years later, I find myself again looking for – and finding – encouraging signs of recovery in the U.S. and other major developed countries. In this week’s blog, I focus on some of the green shoots that I’ve seen in the last several weeks.

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