Invesco Canada blog

Insights, commentary and investing expertise

Why I focus on quality dividends


Head of Global Equities and Director of Research, Invesco Canada Equity team
July 22, 2019

Subject

The October 2018 sell-off in global markets has several underlying factors, but the most commonly cited reasons are the rise in U.S. 10-year Treasury yield, concerns on earnings growth and the overall level of valuations.

Continued

Comments Off on Why I focus on quality dividends

The potential benefits of Emerging Market debt


Senior Portfolio Manager
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.

Continued

Comments Off on The potential benefits of Emerging Market debt

Waiting for a rate cut: How much is too much?


Global Market Strategist, Invesco Ltd.
July 16, 2019

Subject | Institutional | Invesco | Macro views

As any parent of toddlers or teenagers knows, there’s often a big difference between what kids want (candy and a later bedtime) and what they need (vegetables and plenty of rest). I’m reminded of this as I anticipate this month’s Federal Reserve (Fed) meeting. A cut is widely expected — but what is the level that markets need, versus what they want?

Continued

Comments Off on Waiting for a rate cut: How much is too much?

Global trade issues force Bank of Canada to wait and watch


Senior Portfolio Manager, Head of North American Rates Portfolio Management, Invesco Fixed Income
July 10, 2019

Subject | Macro views

The Bank of Canada (BoC) kept the target rate at 1.75% at its July 10 meeting. The tone of the statement was positive on the Canadian economy itself, but was extremely cautious regarding the potential impact of global trade tensions.

Continued

Comments Off on Global trade issues force Bank of Canada to wait and watch

Invesco Global Bond Fund: The first three years


July 9, 2019

Subject | Active management | Invesco

Invesco Global Bond Fund crossed its three-anniversary with strong returns, finishing in the top quartile of its peer group.1 The management team navigated choppy waters with a changing mix of assets to capture upside in good times while providing protection in more challenging periods. The use of corporate credit, mortgage back securities and emerging markets helped to generate returns in calm markets, while a significant allocation to global government bonds helped to provide ballast during times of volatility.

Continued

Comments Off on Invesco Global Bond Fund: The first three years

ECB worries have receded, but Fed policy doubts have some pundits on the defensive


Global Market Strategist, Invesco Ltd.
July 8, 2019

Subject | Invesco | Macro views

I spent the past week in Knoxville, Tennessee, watching my daughter’s basketball team play in a national tournament. I am the unofficial scorekeeper of the team, which makes the experience even more interesting, as I track the games on a variety of metrics. What I found is that the risks to my daughter’s team were different in each game, depending on the abilities of the opposing team. It reminded me that various market environments present different risks and, just as quickly as one game ends and a new game against a different team begins, so too can environments change.

Continued

Comments Off on ECB worries have receded, but Fed policy doubts have some pundits on the defensive