Invesco Canada blog

Insights, commentary and investing expertise

Our guide to watching the presidential debates

The first debate between President Donald Trump and former Vice President Joe Biden will take place on Sept. 29 — the first of three debates scheduled to take place before Election Day on Nov. 3. The first debate in an election season leaves an indelible impression on voters, especially in regard to the challenger. And often, this impression has nothing to do with substance on the issues and everything to do with optics and presentation. In short, Biden needs to show voters that he is strong enough and competent enough to hold the office. How he presents side-by-side with Trump will be determinative, in our view.

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ESG in fixed income: From niche to mainstream


Head of EMEA Product Strategy and Solutions
September 16, 2020

Subject | Invesco Fixed Income (IFI)

The Invesco 2020 Global Fixed Income Study provides hard evidence that a sea change has taken place over the last 18 months with respect to environmental, social, and governance (ESG) approaches in fixed income. The survey polled 159 fixed income professionals worldwide, accounting for around US$20 trillion of assets.1 The study shows significant and universal increases from 2019 to 2020 in terms of incorporation of ESG in fixed income (Exhibit 1).

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What will arise from today’s ‘creative destruction’?


Global Market Strategist, Invesco Ltd.
September 14, 2020

Subject | Coronavirus impact | Macro views

It’s back to school season, and that invariably reminds me of my own education and all that I enjoyed learning when I was in school. One class that I found particularly thought-provoking was a business school class on the history of entrepreneurship. Interestingly, the curriculum started with Joseph Schumpeter, the economist who introduced the concept of “creative destruction,” which Schumpeter developed based on the theories of Karl Marx. Not surprisingly, I have thought a lot about Schumpeter’s views throughout the pandemic.

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Three reasons why this isn’t another ‘tech bubble’


Global Market Strategist, Invesco Ltd.
September 8, 2020

Subject | Coronavirus impact | Macro views

It feels like investors have been on a wild ride over the past week as tech stocks plunged, dragging down major global indexes with them. A few factors contributed to the fall: The first was Senator Mitch McConnell’s comments that a U.S. fiscal stimulus deal may not come to fruition in the next few weeks. Then, concerns rose about the potential for a contested election in the U.S. presidential race if no clear winner is declared on election night. Add to that concerns about frothy valuations in the tech space — the result was a very substantial sell-off for tech stocks with reverberations in global markets.

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Fire is the test of gold


Sr. Investment Strategist Invesco Thought Leadership
September 2, 2020

Subject | Commodities | Coronavirus impact | Macro views

After almost doubling since its cycle low in December 2015, the price of gold witnessed a violent shakeout of over 7% in early August. Has the fundamental outlook for the yellow metal changed or should investors buy the recent dip? To answer those questions, we study some of the major drivers of gold prices, starting with sentiment.

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