Invesco

The Invesco Canada blog has moved!

Starting June 23, all new blog content is now available here.

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My deep rooted history with ESG

Senior Portfolio Manager Randall Dishmon shares how his background in Environmental Engineering gives him a deep understanding of the “E” in ESG investing.

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Canadian telecom companies likely to increase debt issuance to fund spectrum auction purchases

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.

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What the U.S. Federal Reserve’s rate hike comments may mean for the economic recovery and investors

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.

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Cloud transforms IT ecosystem

Senior Portfolio Manager Randall Dishmon shares how he believes the cloud will transform the IT ecosystem.

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A closer look at the Chinese tech sell-off

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.

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Why we’re optimistic about the future of medical diagnostics

From personalized treatment to diagnostics, the future has never been brighter for patient outcomes. Find out where our team sees opportunities on the horizon.

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The flaws of “cyclical thinking”

Senior Portfolio Manager Randall Dishmon shares his outlook for the structural growth trends he believes are changing the world.

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Now’s the time to prepare for the next market sell-off

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.

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Tactical asset allocation: July 2021

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.

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Style versus substance: Why I’m not concerned about the ‘growth or value’ debate

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.

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Mid-Year Outlook: Anticipating economic acceleration and temporary inflation

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.

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Tactical asset allocation: June 2021

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.

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Why did investors shrug off the latest U.S. inflation figures?

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.

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Tax and estate planning: What you need to know about gifting to family members

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.

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How could high yield help in a rising rate environment?

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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Key reports illustrate the economic recovery in the U.S. and Europe

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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The newest U.S. jobs report reinforces my view that inflation won’t stick around

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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Global markets: What to watch in June

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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Tech stocks’ short-term struggles may lead to long-term buying opportunities

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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