The new home of the Invesco Canada blog.
US-Israel strikes on Iran: What investors need to know
Following the US-Israel strikes on Iran, we offer four possible scenarios for what we could face in the coming weeks and explore the possible reaction of various asset classes.
Markets take Supreme Court tariff ruling, US-Iran tensions in stride
Markets largely expected last week’s tariff decision and the flare-up in US-Iran tensions, while new US economic data was weaker than anticipated.
‘Heads I win, tails I win’ market environment
On one side, weaker growth makes Fed easing more likely. On the other side, stronger growth supports an intact business cycle. Either can be supportive of markets if inflation stays contained.
Finding silver linings in the market selloff
Despite last week’s selloff in software stocks and other momentum-driven areas, we believe the fundamental backdrop remains supportive.
Greater clarity on the main risks to the market
We got some clarity on the two big risks we outlined in our 2026 investment outlook: Federal Reserve independence and an AI bubble.
Four key market signals to watch
Geopolitical risks have risen, but bond spreads, economic and inflation data, and the US dollar haven’t signaled any major stock market issues.
New year, same story: Geopolitics, tariffs, and resilience
The calendar flipped to a new year, but macro and market trends look largely the same: Resilience in the US economy, geopolitical shifts, and tariff talk.
Legal investigation of Fed Chair Powell presents new risk to markets
The potential use of the justice system against a sitting Federal Reserve Chair represents a line that markets have not previously had to price.
Markets take a wait-and-see approach to US action in Venezuela
A rise in Venezuelan oil production could pressure oil prices in a few years. In the meantime, we expect an accelerating global economy to boost demand for oil and support prices.
A new partnership to help investors rethink the possibilities of private markets
We are excited to announce a new partnership designed to help investors realize the full return potential of the global economy by unlocking new opportunities in private markets.
Following the US-Israel strikes on Iran, we offer four possible scenarios for what we could face in the coming weeks and explore the possible reaction of various asset classes.
Markets largely expected last week’s tariff decision and the flare-up in US-Iran tensions, while new US economic data was weaker than anticipated.
On one side, weaker growth makes Fed easing more likely. On the other side, stronger growth supports an intact business cycle. Either can be supportive of markets if inflation stays contained.
We are excited to announce a new partnership designed to help investors realize the full return potential of the global economy by unlocking new opportunities in private markets.
Today’s yield environment offers Canadian investors high-quality, stable income. Our Head of Investment Grade Portfolio Management explains why.
Investment grade bonds have had solid performance this year. Get insights about various market drivers, and where we think they may be headed.
Learn what steps plan sponsors should take to help participants combat cybercrime and protect their retirement plan savings.
DC plan sponsors and their advisors may want to reexamine their mid-cap offerings to help expand on the full potential the asset class offers.
Read how Los Angeles County adapted to virtual communications during the pandemic, and the approach they take to encourage employees to stay in the DC plan(s) post retirement.
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