Invesco Canada blog

Insights, commentary and investing expertise

Have the biggest mega-caps run too far?


Senior Director of Equity ETF Product Strategy
August 14, 2020

Subject | Invesco

In 2020, U.S. equity markets have taken a path that few could have seen coming.  As a result, the S&P 500 Index has become more top-heavy than it’s been in 45 years. Below, I explain why this is the case, what it means for investors — and what they can do to help mitigate this concentration risk while maintaining exposure to the companies that make up this well-known benchmark.

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Five things to watch in August


Global Market Strategist, Invesco Ltd.
August 10, 2020

Subject | Macro views

We are officially in the “dog days of summer” (in the Northern Hemisphere, anyway). This nickname comes from the rising of Sirius (the “Dog Star”), but it has become synonymous with the uncomfortable heat of late summer. Technically, the “dog days” end on August 11, but most people apply the term to the entire month. This week, I look at five issues that I expect to impact markets throughout the sweltering “dog days” and beyond.

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The pressure is growing for the U.S. economy


Global Market Strategist, Invesco Ltd.
August 4, 2020

Subject | Coronavirus impact | Macro views

Last Friday, my oldest child graduated from high school. Late July is not normally associated with graduations, but we are living in a time of COVID, and so what was supposed to occur two months earlier in the New York area was postponed and rescheduled. We were incredibly grateful to our son’s high school for putting on five separate graduation ceremonies in the course of a day to comply with New York State regulations that allow a maximum of 150 people to attend gatherings. Given the need to fit in five ceremonies in one day, the event felt like one part important milestone and one part fast food drive thru — which made it the first high school graduation I ever attended that was efficiently run and ended before you actually started wishing it could end. I was struck by the commencement speaker and his very honest words to the graduates. He told them that he couldn’t imagine having to miss out on the many important senior-year milestones that the class of 2020 missed because of the pandemic. He told them that this year has created a wound that will take years to heal.

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The two-sided recovery: A conversation about the markets and economy

In the months since the initial coronavirus outbreak, we saw the economy and markets teeter on the brink of collapse, only to recover quickly. I recently sat down with my colleague and Investment Strategist, Talley Leger, to discuss the sustainability of this recent recovery.

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EU passes stimulus package while U.S. lawmakers continue to negotiate


Global Market Strategist, Invesco Ltd.
July 27, 2020

Subject | Coronavirus impact | Macro views

When I was in high school, we read Henry James’ “The Europeans” in our English Literature class. A major theme in the novel is the contrast between Europeans and Americans, with Americans in the “New World” somewhat ironically portrayed as conservative, traditional and more focused on money, while Europeans are portrayed as less traditional, more progressive and more emotional. I have thought about that book a lot in the past week.

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Answers to pressing questions from investors


Sr. Investment Strategist Invesco Thought Leadership
July 23, 2020

Subject | Macro views

We were joined recently by clients for a discussion about global investment opportunities, in the context of technically overbought conditions in US stocks. In this blog, we share our views regarding where we see risks and opportunities in international stocks.

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