Invesco Canada blog

Insights, commentary and investing expertise

Expectations diverge for economic recovery in the US and China


Global Market Strategist, Invesco Ltd.
July 13, 2020

Subject | Coronavirus impact | Institutional | Macro views

Last week, we saw increases in both the Chinese and U.S. stock markets. But that’s where the similarities end — there is currently a meaningful difference in market confidence for the prospects for longer-term economic recovery.

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Your International equity questions answered


Senior Portfolio Manager, Invesco Ltd.
July 9, 2020

Subject | Active management | Your questions answered

I recently participated in a webinar, providing my views on the international equity space. As a member of the Invesco International and Global Growth team, I look at companies on an individual basis, focusing my analysis on their earnings, quality and valuation (EQV).

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How long can economic data improve while infections continue to spread?


Global Market Strategist, Invesco Ltd.
July 6, 2020

Subject | Coronavirus impact | Institutional | Macro views

The U.S. jobs report and Purchasing Managers’ Index data both improved in June, but rising infections remain a critical concern. I would not be surprised to see those numbers slip back in the coming months if policymakers become complacent. In my view, more fiscal stimulus is clearly needed as some companies continue to announce layoffs and file for bankruptcies while others are voluntarily re-closing stores.

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Mid-year outlook: A slow, uneven economic recovery in the second half


Global Market Strategist, Invesco Ltd.
June 30, 2020

Subject | Coronavirus impact | Institutional | Macro views

The first half of 2020 has been unexpected, to say the very least. Our outlook for the year quickly became obsolete with the rapid spread of COVID-19 and accompanying lockdowns across the globe, which have stymied economic activity and caused an unprecedented destruction of demand.

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Innovation is ongoing


QQQ Equity ETF Strategist
June 29, 2020

Subject | ETFs

Whether markets are up or down, innovation is ongoing

Necessity is the mother of invention. Perhaps the greatest modern example occurred in 1970 when the Apollo 13 astronauts created a carbon dioxide scrubber out of socks, duct tape and a few other random parts floating about their cabin.1 But isn’t necessity a close cousin of adversity? The Dow just closed the book on its worst first quarter in 124 years2 – if adversity has the potential to generate creative thinking, can we be expecting a burst of new inventions, businesses and services in the coming months? History suggests the answer is yes.

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