Invesco Canada blog

Insights, commentary and investing expertise

I’m not concerned about long-term inflation. Here’s why.


March 5, 2021
Subject | Industry views | Invesco | Macro views

Market drawdowns are never fun.  But for all the hand wringing over the current market downturn and the pain in the long-duration trade, let’s not forget that in many ways, this is playing out as we had hoped.  It was only one year ago when the first case of the SARS-CoV-2 appeared in my home state of New Jersey.  If you had told me then that 12 months later the U.S. economy would produce 379,000 jobs in the prior month,1 the 10-year U.S. Treasury yield would be flirting with 1.60%,2 and the U.S. 10-year inflation breakeven would be over 2.2%,3 then I would have slept much better that night. 

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Will higher bond yields kill the bull market in stocks?


March 2, 2021
Subject | Industry views | Invesco | Macro views

The answer to that question depends on the reason why interest rates are rising. If it’s because real economic growth is picking up, that should be good for stocks through the earnings channel. If it’s because inflation is getting out of control, that should be bad for stocks through the valuation channel.

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The U.S. Federal Reserve downplays inflation while GameStop captures the world’s attention


February 1, 2021
Subject | Industry views | Invesco | Macro views

Weekly Market Compass: Market speculation hit a new level this week with GameStop, and the U.S. Federal Reserve threw cold water on inflation concerns

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Looking for an edge in e-commerce


December 18, 2020
Subject | Industry views | Invesco

E-commerce has been like a massive wave that has washed over much of the traditional retail footprint in the U.S. and Europe. Globally, e-commerce retail sales are projected to hit $6.5 trillion USD in 2024, from $4.0 trillion USD in 2020.1 In the U.S., growth in e-commerce retail sales more than doubled in 2020 due to the COVID-19 outbreak, and is projected to grow at 12% annually over the coming years.1

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Have the biggest mega-caps run too far?


August 14, 2020
Subject | Invesco

In 2020, U.S. equity markets have taken a path that few could have seen coming.  As a result, the S&P 500 Index has become more top-heavy than it’s been in 45 years. Below, I explain why this is the case, what it means for investors — and what they can do to help mitigate this concentration risk while maintaining exposure to the companies that make up this well-known benchmark.

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The Evolution of ESG


February 27, 2020
Subject | ETFs | Industry views | Invesco

Responsible investing is becoming more mainstream as demand increases for strategies that incorporate ESG factors into their investment process. The drivers come from regulatory pressure, demographic shifts such as the growing influence of millennials, and the greater availability of corporate data on ESG issues. More generally, investors want their investments to align with their own values, especially if it offers the potential for better risk-adjusted performance.

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What could the U.S.-Iran conflict mean for investors?


January 14, 2020
Subject | Invesco | Macro views

After the U.S. killing of Qassim Suleimani on Jan. 3 and Iran’s retaliatory, non-lethal missile strike against two U.S. military facilities in Iraq on Jan. 7, the situation appears to have de-escalated. However, investors continue to worry about the potential for this conflict between the U.S. and Iran to worsen. We do not believe that a war is likely at this juncture, but it is important to understand the potential effects that such a worst-case scenario could have on the markets.

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Five issues for investors to watch in January


January 7, 2020
Subject | Invesco | Macro views

2019 was a great year for markets, and equities delivered strong returns for the year. U.S. stocks led the way at 29.07%, Chinese stocks returned 20.94%, European stocks returned 20.03%, and emerging markets delivered 15.42%.1 But the ride wasn’t always smooth, with ongoing geopolitical sagas (like Brexit) and short-term market events (like the inverted yield curve) rattling markets – and investors’ resolve – along the way.

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