Invesco Canada blog

Insights, commentary and investing expertise

Tactical asset allocation: April 2021


April 29, 2021
Subject | Invesco

We expect the global economy to be in an expansionary regime, with growth above its long-term trend and continuing to improve. Growth is accelerating across the developed world, with the eurozone and the UK seeing meaningful momentum driven by a rebound in the inventory cycle. Emerging Asia is accelerating again, driven by China’s real estate market and a pickup in trade activity across the region. In this month’s update, I explain why this expansionary regime is favourable to equity and credit premia, cyclical factors, and risk assets more broadly.

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Markets contend with a week of surprises


April 27, 2021
Subject | Invesco

Weekly Market Compass: The Bank of Canada took a hawkish turn, the Biden administration floated a tax hike proposal, and earnings season could break a record for positive surprises. Here’s a round-up of key events from the past week, and what we’re watching on the horizon.

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Cancer treatments that could render chemotherapy antiquated

When we look for interesting investment ideas, we spend a lot of time thinking about the future. Not simply the next quarter or next year, but rather how the world will look 10, 20, even 50 years from now. This long-term focus helps us to be early in our investments and potentially maximize the benefit we can deliver to our clients as other investors start to recognize the direction the world is moving and invest in the companies we’ve owned all along.

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Robots can take over when work is too dangerous, dirty, dull, or dear

Like many other trends, the shift to automation, and the use of robotics, has accelerated during the global pandemic. Even though unemployment has risen dramatically, particularly in the U.S., the move to automation is continuing because of the value it brings. Robots can complement work done by humans or perform tasks humans would prefer not to because the work falls into one of the four D’s — dangerous, dirty, dull, or dear (as in expensive).

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Take the concentration out of the S&P 500 with Invesco S&P 500 Equal Weight Index ETF


March 31, 2021
Subject | ETFs | Invesco

Recent developments in the S&P 500 are an important reminder of the wisdom of the timeless adage: avoid putting all your eggs in one basket. Since its low on March 23, 2020, the S&P 500 has notched record gains1 and closed at a record high on Dec. 31, 2020,2 but a closer look reveals a more nuanced picture.

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A harbinger of what’s to come?


March 22, 2021
Subject | Industry views | Invesco | Macro views

Weekly Market Compass: Last week gave us a glimpse into the mindset of U.S. business owners, the U.S. Federal Reserve, the Biden administration, and investors. I believe that much of the news we saw last week may be a harbinger of what’s to come over the course of 2021.

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How much longer can the ‘recovery’ trade last?


March 12, 2021
Subject | Industry views | Invesco | Macro views

It’s hard to believe that roughly one year has passed since the outbreak of the novel coronavirus (COVID-19). Equally astonishing is the fact that the broad U.S. stock market has kept pressing to new highs, alongside forceful blasts of central bank liquidity and government stimulus checks.

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