Invesco Canada blog

Insights, commentary and investing expertise

Tactical asset allocation update: November 2021


Senior Portfolio Manager, Invesco Investment Solutions
November 11, 2021

Subject | Asset allocation

Alessio de Longis believes current market dynamics are consistent with expectations for a short tightening cycle and a return to the low-growth, low-inflation, post-global financial crisis (GFC) world. Our framework still points toward an expansionary regime. However, hawkish monetary policy repricing and flattening of global yield curves is a reminder of rising slowdown risks into 2022.

Continued

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On the path to normal


Global Market Strategist, Invesco Ltd.
November 8, 2021

Subject

Weekly Market Compass: What does U.S. Federal Reserve tapering have in common with antiviral COVID pills? To Kristina Hooper, they’re both signs that we’re on the path to a more normal world.

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Sustainability-linked bonds: An innovative ESG option for fixed income investors


October 26, 2021

Subject | ESG | Fixed Income

ESG (Environmental, Social and Governance) investing is here to stay, and so are new instruments to facilitate the global flow of capital into sustainability-linked investments. As global investor demand for ESG-appropriate securities increases, so has the issuance of an innovative new fixed income security – the sustainability-linked bond (SLB).

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How much pessimism is too much?


Global Market Strategist, Invesco Ltd.
October 25, 2021

Subject | Economics

Weekly Market Compass: Investors are understandably concerned about what could go wrong in the markets, but Kristina Hooper believes they’re overlooking a list of things that could go right.

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