Invesco Canada blog

Insights, commentary and investing expertise

Want to build smart cities? Then we need a new infrastructure financing model


November 30, 2018

Subject | Industry views | Institutional | Invesco | Macro views

What comes to mind when you hear the term “smart city”? It might be a clean and safe space where people and places are connected by digital technology. Or a place where self-driving cars take us around and pollution is a thing of the past. We all have a vision of what a smart city should be – but for most of us what we imagine is far removed from the cities we actually inhabit, with clogged roads, smoggy days, and outdated infrastructure.

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Central banks to the rescue? Don’t count on it.


Global Market Strategist, Invesco Ltd.
November 27, 2018

Subject | Invesco | Macro views

Stocks continued to slide last week, and most major indices are negative for the year-to-date period – some having posted double-digit losses. As I noted in my commentary last week, there are hints of an economic slowdown appearing. In this environment, expectations are increasing that central banks may loosen their monetary policy in response, but I’m not sure that central banks will come to the rescue this time. In fact, I believe central banks are more likely to be a risk factor going forward.

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During market drops, the Low Volatility factor has outperformed


Senior Equity Product Strategist
November 23, 2018

Subject | ETFs | Invesco

In 2017, the S&P 500 Index did not experience any corrections greater than 5%. So far in 2018, there have been three such market drops. So which year represents the more typical investor experience? History shows us that the relative calm of 2017 was an outlier, and that losses and volatility are recurring events that investors should be prepared for.

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Amid concerns of a global slowdown, Fed looks likely to act


Global Market Strategist, Invesco Ltd.
November 20, 2018

Subject | Industry views | Macro views

This past weekend, I had the opportunity to see a production of Macbeth. Though I’ve heard the words many times before, I was particularly fixated by a verse from one of the witches: “By the pricking of my thumbs, something wicked this way comes.” The “pricking of thumbs” was originally intended to represent the historic belief that people could sense when evil was approaching. However, I couldn’t help but think this was a timely analogy for the sensations some market participants are feeling that an economic slowdown is approaching.

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Despite lower GDP growth, European earnings may accelerate in 2019


Senior Portfolio Manager, Invesco Ltd.
November 16, 2018

Subject | Invesco | Macro views

For months, Europe has grappled with geopolitical uncertainty in the form of ongoing Brexit negotiations (which face a looming March 2019 deadline) and Italy’s populist coalition government. In this environment, UK companies have appeared less likely to invest – which could lead to lower European growth levels next year.

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