Invesco Canada blog

Insights, commentary and investing expertise

Video: U-shaped recovery would be enough for bonds


Senior Portfolio Manager, Invesco Fixed Income
June 9, 2020

Subject | Active management | Institutional | Macro views | Video

The markets have been pretty vulnerable over the last few months, but they’ve started to settle down over the past month and a half. I believe a lot of the credit for this lies with incredible liquidity provided by central banks around the world.

Continued

Comments Off on Video: U-shaped recovery would be enough for bonds

Burgeoning ‘green shoots’ bring hope for an economic recovery


Global Market Strategist, Invesco Ltd.
June 8, 2020

Subject | Active management | Coronavirus impact | Institutional | Macro views

The last time I used the term “green shoots” was the late spring and summer of 2009. Like everybody else, I was looking for signs of economic life after the global financial crisis and searching for indications that the U.S. and other developed countries were rising out of the economic ashes like a phoenix. And now, 11 years later, I find myself again looking for – and finding – encouraging signs of recovery in the U.S. and other major developed countries. In this week’s blog, I focus on some of the green shoots that I’ve seen in the last several weeks.

Continued

Comments Off on Burgeoning ‘green shoots’ bring hope for an economic recovery

Answering your questions on jobs, debt


Global Market Strategist, North America
June 4, 2020

Subject | Coronavirus impact | Institutional | Macro views

I recently participated in a webinar for advisors and investors, Financial markets: Historical perspective and roadmap to recovery, followed by a brief Q&A session (you can watch a replay here). I’d like to take this opportunity to answer some of the questions we received but didn’t have time to address.

Continued

Comments Off on Answering your questions on jobs, debt

Portfolio positioning for a recovery scenario


Sr. Investment Strategist Invesco Thought Leadership
June 3, 2020

Subject | Active management | Institutional | Macro views

In response to numerous client questions about portfolio positioning for a recovery scenario, we provide a historical perspective on stock market, sector, size, style and regional allocations. Also, we juxtapose typical recovery performance trends against recent price action.

Continued

Comments Off on Portfolio positioning for a recovery scenario

A dive into large-cap growth


QQQ Equity ETF Strategist
June 3, 2020

Subject | ETFs

We are big believers in “knowing what you own” in any market environment, and amid the extreme market moves that we have seen over the past few months, it seems even more prudent. Let’s examine how the Nasdaq-100 Index differs from other well-known growth indices: the Russell 1000 Growth Index and the S&P 500 Growth Index.

Continued

Comments Off on A dive into large-cap growth

Nations pledge trillions in fiscal stimulus to boost their economies


Global Market Strategist, Invesco Ltd.
June 1, 2020

Subject | Coronavirus impact | Institutional

Last week I wrote about the need for more fiscal stimulus in order to counteract the negative economic impact of the pandemic. Since the start of this crisis, I have worried that countries would follow the same playbook that was used in the face of the Global Financial Crisis – in general, a large level of monetary stimulus with a far smaller level of fiscal stimulus. I’m happy to report that the European Union (EU), Japan, and China all announced more fiscal stimulus in the past several weeks.

Continued

Comments Off on Nations pledge trillions in fiscal stimulus to boost their economies