Invesco Canada blog

Insights, commentary and investing expertise

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.

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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.

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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.

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A case study in lowering unemployment: The Work Projects Administration


Global Market Strategist, Invesco Ltd.
May 27, 2020

Subject | Coronavirus impact | Institutional | Macro views

Unemployment rates for many countries are sky high and likely to remain high for some time. In response to the pandemic, many developed countries’ central banks have showered accommodative monetary policy on their respective economies. However, if history is a guide, that is unlikely to have a major impact on lowering unemployment. Instead, fiscal policy can be more impactful on unemployment because it is more direct. As governments around the world debate the next steps of their policy response, this is perhaps a valuable time to examine a case study in reducing unemployment through fiscal spending.

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Fed to purchase corporate bonds through ETFs

On March 23, the U.S. Federal Reserve (Fed) announced its intent to acquire investment grade corporate bonds. The purpose of the communication was to support a market in which sharp price declines were threatening to disrupt the normal functioning of primary (new issue) and secondary market activities. On April 9, the Fed announced an expanded definition of bonds eligible for purchase to include those with investment grade ratings as of March 23, even if they had since been downgraded to high yield, as long as they remain in the BB category.

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5 things to know about Chinese and emerging market stocks


Sr. Investment Strategist Invesco Thought Leadership
May 26, 2020

Subject | Coronavirus impact | Institutional | Macro views

As the world remains in the grip of the coronavirus, we’ve received many questions about the outlook for Chinese and emerging market (EM) stocks – as China was ground zero for the pandemic. First and foremost, we’re asked what the challenges and opportunities are for that country and region?

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