Invesco Canada blog

Insights, commentary and investing expertise

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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Emerging Markets, China, and the road ahead


May 21, 2021
Subject | Invesco

Almost a year and a half after the first reported cases of a new “SARS-like” virus in the city of Wuhan, China, we can now look back at a period of some of the most dramatic volatility since the Asian Financial Crisis (AFC) and the Global Financial Crisis (GFC).  Even a year ago, it was unclear what set of policy responses would be best to contain the growth of the virus and maintain economic stability.

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Four truths about inflation and the Fed


May 17, 2021
Subject | Economics | Invesco

Weekly Market Compass: Last week, investors shuddered as data showed a big rise in prices in the U.S. and a greater-than-expected rise in prices in the eurozone. Stocks sold off, U.S. Treasury yields climbed higher, and market pundits obsessed over inflation. I feel it’s important at this juncture to remind investors of a few truths surrounding inflation and the U.S. Federal Reserve (Fed).

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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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