Invesco Canada blog

Insights, commentary and investing expertise

A Conservative landslide paves the way for a Jan. 31 Brexit


December 13, 2019

Subject | Institutional | Macro views

How much of a surprise was Thursday’s UK election outcome? Actually, it was very similar to the seat-by-seat projections we published a month ago, which forecast a clear Conservative majority in Parliament. The difference is that the Conservative Party won a few more seats than we expected (365), as did Labour (203), and the Liberal Democrats did much worse than we anticipated, taking 11 seats.

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Is global trade entering an era of ‘vigilante protectionism’?


Global Market Strategist, Invesco Ltd.
December 11, 2019

Subject | Institutional | Macro views

I grew up in the New York City area in the 1980s. My dad always read the tabloids, and so I started to do so as well. That’s where I first learned about a fascinating phenomenon – the Guardian Angels. This was a large group of concerned citizens who wore distinctive uniforms, most notably red berets, and patrolled subways and other public areas in an attempt to prevent crimes from occurring during what was perceived to be a lawless time for New York City. In the beginning, the Guardian Angels were labeled by the tabloids as “vigilantes” who were “taking the law into their own hands.” Today, they are a reminder of how chaotic New York City was at that time.

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Reflections on my recent visit to China


President and Chief Executive Officer
December 6, 2019

Subject | Institutional | Invesco

In my recent visit to China, I met with a variety of clients, as well as digital companies. In spite of the overhang of the U.S.-China trade wars, everyone I spoke with remained optimistic about the opportunity for further investment in this important market and broadly bullish in their long-term economic outlook.

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2020 Global Outlook: The late cycle expansion continues


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.

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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.

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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.

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