Find out how adding high yield bonds to an interest rate-sensitive fixed income portfolio can possibly lower overall volatility, while potentially adding return to the portfolio.
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Market Weekly Compass: The recovery picture in the U.S. and Europe became increasingly clear thanks to several key reports issued over the last week.
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ADP’s outsized U.S. jobs report for May reignited investor worries about inflation, but it reinforces Brian Levitt’s bullish outlook for stocks.
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Weekly Market Compass: European retail sales, U.S. jobs, inflation, and tariffs. These are just a few of the things Kristina Hooper will be watching closely in June.
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Weekly Market Compass: Investors with a long time horizon might want to consider any significant tech sell-offs as buying opportunities.
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We expect the global economy to remain in an expansionary regime and see inflation developments as consistent with historical cyclical patterns. While we expect inflation to stabilize towards the end of 2021, we monitor its evolution across categories, with particular attention to wages and inflation expectations.
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Resurgence in demand for scarce resources contributing to a positive outlook for the Canadian dollar.
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Weekly Market Compass: Last week, investors shuddered as data showed a big rise in prices in the U.S. and a greater-than-expected rise in prices in the eurozone. Stocks sold off, U.S. Treasury yields climbed higher, and market pundits obsessed over inflation. I feel it’s important at this juncture to remind investors of a few truths surrounding inflation and the U.S. Federal Reserve (Fed).
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Why was April’s U.S. jobs report so low? The reasons are nuanced, but I believe 2021 will be a good year for the U.S. economy.
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Weekly Market Compass: Sometimes good economic news isn’t good for stocks. Here’s why we’re seeing such a moment right now.
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Recently, one of Invesco’s funds – Trimark International Companies Fund – was singled out for praise as an example that true active management can outperform. While the kudos were well-deserved for the team, it appeared as part of a commentary that was otherwise unsympathetic to active management.
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