Invesco Canada blog

Insights, commentary and investing expertise

Why I focus on quality dividends


Head of Global Equities and Director of Research, Invesco Canada Equity team
July 22, 2019

Subject

The October 2018 sell-off in global markets has several underlying factors, but the most commonly cited reasons are the rise in U.S. 10-year Treasury yield, concerns on earnings growth and the overall level of valuations.

Continued

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The potential benefits of Emerging Market debt


Senior Portfolio Manager
July 17, 2019

Subject | Active management

Emerging market debt has evolved over the past few decades from a source of political and economic vulnerability to a potential positive driver of portfolio returns. The addition of new sovereign issuers (denominated in U.S. dollar and euro) has broadened the opportunity set for global investors, and corporate issuance has meaningfully contributed to its growth.

Continued

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Waiting for a rate cut: How much is too much?


Global Market Strategist, Invesco Ltd.
July 16, 2019

Subject | Institutional | Invesco | Macro views

As any parent of toddlers or teenagers knows, there’s often a big difference between what kids want (candy and a later bedtime) and what they need (vegetables and plenty of rest). I’m reminded of this as I anticipate this month’s Federal Reserve (Fed) meeting. A cut is widely expected — but what is the level that markets need, versus what they want?

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Global trade issues force Bank of Canada to wait and watch


Senior Portfolio Manager, Head of North American Rates Portfolio Management, Invesco Fixed Income
July 10, 2019

Subject | Macro views

The Bank of Canada (BoC) kept the target rate at 1.75% at its July 10 meeting. The tone of the statement was positive on the Canadian economy itself, but was extremely cautious regarding the potential impact of global trade tensions.

Continued

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