Invesco Canada blog

Insights, commentary and investing expertise

Tactical asset allocation: May 2021


Senior Portfolio Manager, Invesco Investment Solutions
May 21, 2021

Subject | Economics | Invesco

We expect the global economy to remain in an expansionary regime and see inflation developments as consistent with historical cyclical patterns. While we expect inflation to stabilize towards the end of 2021, we monitor its evolution across categories, with particular attention to wages and inflation expectations.

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Emerging Markets, China, and the road ahead


May 21, 2021

Subject | Invesco

Almost a year and a half after the first reported cases of a new “SARS-like” virus in the city of Wuhan, China, we can now look back at a period of some of the most dramatic volatility since the Asian Financial Crisis (AFC) and the Global Financial Crisis (GFC).  Even a year ago, it was unclear what set of policy responses would be best to contain the growth of the virus and maintain economic stability.

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Four truths about inflation and the Fed


Global Market Strategist, Invesco Ltd.
May 17, 2021

Subject | Economics | Invesco

Weekly Market Compass: Last week, investors shuddered as data showed a big rise in prices in the U.S. and a greater-than-expected rise in prices in the eurozone. Stocks sold off, U.S. Treasury yields climbed higher, and market pundits obsessed over inflation. I feel it’s important at this juncture to remind investors of a few truths surrounding inflation and the U.S. Federal Reserve (Fed).

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