Markets and Economy Above the Noise: Rethinking 2025 narratives
In 2025, clear storylines on the Federal Reserve, AI stocks, and rates captivated us. But the numbers don’t always match the narratives.
By offering a diverse portfolio of funds, we assist investors in reaching their goals, from obtaining income, growth potential, or portfolio diversification to navigating market shifts or rapid innovation.
QQCI, EQLI and Invesco Global Equity Income Advantage Fund combine income-generating options with some of the world’s best-known stock indexes.
Gain access to players in AI infrastructure management, data stewardship, semi-conductor & chip manufacturing, software services and more.
Driven by bottom-up selection, this fund has a core of what our team believes are sustainably growing, cash-generative companies, with strong balance sheets, trading at a discount to long-term intrinsic valuations.
Gain balanced sector exposure compared to the S&P/TSX 60, reduce risk in portfolios related to high concentrations in single stocks or sectors, and access a disciplined rebalancing schedule.
In 2025, clear storylines on the Federal Reserve, AI stocks, and rates captivated us. But the numbers don’t always match the narratives.
For investors looking to diversify their mega-cap technology exposure, improving growth and falling interest rates may be good reasons.
A rate cut, which markets are pricing in despite Fed member differences, and an expected improving economy in 2026, could support stocks.
1. This ETF may invest up to a total of 25% of net assets in debt securities that are rated below investment grade.
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