Invesco Canada blog

Insights, commentary and investing expertise

What do recessions mean for stocks?


June 17, 2022
Subject | Markets & Economy

Consensus is building that a U.S. recession may be ahead. What could that mean for investors, particularly given the drawdowns we’ve already seen? Brian Levitt looks at how U.S. stocks performed during the past nine recessions.

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The U.S. Federal Reserve charts an aggressive approach in search of a ‘soft landing’


June 16, 2022
Subject | Markets & Economy

Kristina Hooper takes a closer look at the U.S. Federal Reserve’s more aggressive tightening path as well as a new tool announced by the European Central bank to combat market fragmentation.

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U.S. inflation reaches 40-year high, putting further pressure on the Fed to tighten policy


June 10, 2022
Subject | Markets & Economy

As U.S. inflation reaches a 40-year high, Global Market Strategist Brian Levitt shares what this could mean for the current business cycle, equities, fixed income, and the outlook for the rest of 2022.

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Global growth, the French election, and the U.S. Federal Reserve


April 26, 2022
Subject | Markets & Economy

Global growth expectations take a fall, Macron secures victory in France, and the U.S. Federal Reserve spooks markets with talks of half-point interest rate hikes at the next several meetings. Kristina Hooper discusses these three key issues.

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Market FAQ: Inflation, monetary policy, earnings and more


April 18, 2022
Subject | Markets & Economy

I entered this industry back in 1995, and I’ve seen a lot over the last 27 or so years — but the last few years have seemed particularly wild. I’m reminded of a line from one of my favourite Grateful Dead songs, “What a long strange trip it’s been.” The last year hasn’t really been that long — but it’s certainly been strange. Below I tackle a few questions I’m hearing from clients who are trying to put today’s events into perspective.

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Some ‘silver linings’ I see in markets today


April 13, 2022
Subject | Markets & Economy

Last week, I was lucky enough to present to several different clients and to also address a group of business school students. Questions and conversations with them this week have helped to shape what’s been on my mind, especially regarding the “silver linings” I’m seeing in some concerning issues. Below, I discuss a few of them.

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Bank of Canada hikes by 50 basis points as expected


April 13, 2022
Subject | Markets & Economy

As widely anticipated by the market and bank economists, the Bank of Canada increased the overnight policy rate to 1% from 0.50%. Importantly, the neutral rate is now believed to around 2.5%, higher than the previous economic cycle peak owing to more pervasive inflationary pressures.

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The Federal budget: New measures aim to make life more affordable for Canadians


April 8, 2022
Subject | Markets & Economy

The Federal Canadian budget for March 2022/23 was tabled to the House of Commons. It was focused on making life more “affordable” for average Canadians, paid for by larger-than-expected tax revenues and the announcement of additional taxes on financial sector profits and a permanent increase in the corporate tax rate for large corporations.

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Key metrics to watch in April


April 7, 2022
Subject | Markets & Economy

The world is opening up in many places, and I have had the good fortune of more travel and interaction with clients. One of the questions I get is about which metrics I like to follow most closely. I have a very long list, but below are a few that I think are particularly relevant right now.

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Market FAQ: The yield curve, inflation, stock volatility and more


March 31, 2022
Subject | Markets & Economy

From the U.S. Treasury yield curve, to stock market volatility, to China’s COVID response – I’m getting a lot of questions from clients about what conclusions we can draw from the daily deluge of data that investors have to contend with. This week, I address the latest inquiries.

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