Invesco Canada blog

Insights, commentary and investing expertise

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


August 9, 2021
Subject | Invesco

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


July 8, 2021
Subject | Invesco

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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Tactical asset allocation: June 2021


June 15, 2021
Subject | Invesco

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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Tactical asset allocation: May 2021


May 21, 2021
Subject | Economics | Invesco

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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