Invesco Fixed Income (IFI) team comments on the recent Canadian government auction of 3500 MHz spectrum to telecom companies and the impact it will likely have on telecom debt issuance.Comments Off on Canadian telecom companies likely to increase debt issuance to fund spectrum auction purchases
Weekly Market Compass: The U.S. Federal Reserve’s recent rate hike comments and the U.S. July jobs report concerned some market watchers, but Kristina Hooper believes these are positive developments.Comments Off on What the U.S. Federal Reserve’s rate hike comments may mean for the economic recovery and investors
Surprise regulations on for-profit tutors led to a broad sell-off in Chinese equities — and attractive valuations for Chinese tech stocks, says Kristina Hooper.Comments Off on A closer look at the Chinese tech sell-off
From personalized treatment to diagnostics, the future has never been brighter for patient outcomes. Find out where our team sees opportunities on the horizon.Comments Off on Why we’re optimistic about the future of medical diagnostics
Weekly Market Compass: Kristina Hooper expects stocks to end the year higher than where they are now, but warns the road ahead could be a bumpy one.Comments Off on Now’s the time to prepare for the next market sell-off
Alessio de Longis weighs in on the pause in the cyclicals/reflation theme and recent monetary policy developments following the U.S. Federal Reserve’s latest meeting.Comments Off on Tactical asset allocation: July 2021
I often get asked about my team’s outlook, or our thoughts on “What’s the market going to do from here?” Well, we don’t make market predictions for a living. I’ve yet to see the person in this industry, no matter how bright they may be, who can consistently make money from correctly calling what the short-term gyrations of the market are going to look like.Comments Off on Style versus substance: Why I’m not concerned about the ‘growth or value’ debate
Market Weekly Compass: Our base case scenario for the rest of 2021 anticipates that economies will likely accelerate as they re-open, but expects any accompanying rise in inflation to be temporary.Comments Off on Mid-Year Outlook: Anticipating economic acceleration and temporary inflation
The global expansion advances further, with strong momentum in Europe and emerging markets. We are not overly concerned about rising inflation at this stage, as long as growth continues to improve.
We are overweight equities and risky credit at the expense of investment grade and government bonds. We continue to favour equity markets outside the U.S., and cyclical styles/factors such as value, small-caps, and mid-caps.Comments Off on Tactical asset allocation: June 2021
Weekly Market Compass: Why did investors shrug off May’s U.S. inflation figures? Kristina Hooper details five possible reasons behind the subsequent drop in the 10-year U.S. Treasury yield.Comments Off on Why did investors shrug off the latest U.S. inflation figures?
Planning to gift non-registered assets to your spouse or family member? Find out income tax attribution rules and how to do it in a tax-efficient way.Comments Off on Tax and estate planning: What you need to know about gifting to family members
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.Comments Off on How could high yield help in a rising rate environment?
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.Comments Off on Key reports illustrate the economic recovery in the U.S. and Europe
ADP’s outsized U.S. jobs report for May reignited investor worries about inflation, but it reinforces Brian Levitt’s bullish outlook for stocks.Comments Off on The newest U.S. jobs report reinforces my view that inflation won’t stick around
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.Comments Off on Global markets: What to watch in June
Weekly Market Compass: Investors with a long time horizon might want to consider any significant tech sell-offs as buying opportunities.Comments Off on Tech stocks’ short-term struggles may lead to long-term buying opportunities
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.Comments Off on Tactical asset allocation: May 2021