The Invesco Canada blog has moved!
Invesco Canada Blog
by Invesco
1y ago
Starting June 23, all new blog content is now available here. The post The Invesco Canada blog has moved! appeared first on Invesco Canada blog ..read more
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Is this the end of an era for central banks?
Invesco Canada Blog
by Kristina Hooper
1y ago
For the first time in decades, we’re seeing a massive change in mindset among many Western central banks. Kristina Hooper discusses what’s prompted the shift, and what might this mean for investors? Last week was a pivotal one in the world of central banking. I don’t think it’s hyperbolic to ask whether, when we look back on last week, we will view it as the true end of ultra-easy monetary policy. Some would even see it as the end of a long phase in which risk-reward profiles of asset classes were altered by zero interest rates. What are the signs of this sea change? Well, major central banks ..read more
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What do recessions mean for stocks?
Invesco Canada Blog
by Brian Levitt
1y ago
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. The economist Paul Samuelson famously quipped that the U.S. stock market had predicted nine of the past five U.S. recessions. Recently, stock markets have been rattled with the S&P 500 Index officially in bear market territory and the NASDAQ Composite Index down by over 30% this year alone.1 Per Samuelson, is this market downturn one of the five that presages a rec ..read more
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The U.S. Federal Reserve charts an aggressive approach in search of a ‘soft landing’
Invesco Canada Blog
by Kristina Hooper
1y ago
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. At its June meeting, the U.S. Federal Reserve (Fed) decided it needed a “bigger boat” to fight inflation. That took the form of a 75 basis point rate hike and more aggressive expectations for future hikes. The rationale was, as we expected, not just the most recent Consumer Price Index print but also an increase in longer-term consumer inflation expectations from the most recent University of Michiga ..read more
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Markets conclude the U.S. Federal Reserve needs ‘a bigger boat’
Invesco Canada Blog
by Kristina Hooper
1y ago
After May’s record U.S. inflation number was announced, markets expect more aggressive tightening from the Fed. And that had an impact on stocks around the world. Is there any positive news for investors? As a regular reader of this blog might have already realized, one of my favourite movies is “Jaws.” There are so many great lines in it (I am particularly fond of Quint’s command that “Hooper drives the boat, Chief”). But my absolute favourite line is when Chief Brody actually sees the great white shark for the first time. It is then that he realizes they are dealing with a monstrously large ..read more
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U.S. inflation reaches 40-year high, putting further pressure on the Fed to tighten policy
Invesco Canada Blog
by Brian Levitt
1y ago
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. U.S. inflation has climbed to its highest rate in 40 years, driven by rising food and energy costs as well as higher costs of shelter. Over the past year, the headline Consumer Price Index (CPI) has climbed by 8.6%, putting pressure on the U.S. Federal Reserve (Fed) to further tighten policy to restore price stability.1 U.S. Core CPI, which excludes food and energy, appears to have peaked as th ..read more
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The global economy: Super bad or super strange?
Invesco Canada Blog
by Kristina Hooper
1y ago
There’s no shortage of negative sentiment about the global economy, but is it really all bad? Kristina Hooper shares her list of what’s bad — and what’s not — in today’s economy. Is the global economy really that terrible? Last week saw some real doom and gloom coming from the mouths of CEOs, one of whom famously shared that he has a “super bad” feeling about the economy. As the mother of teenage boys, I’m extremely familiar with the term “super bad” as it’s the name of a sophomoric movie that they absolutely love. For them, “Superbad” is one of the best movies of all time. But it’s not a ter ..read more
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Tax-free first home savings accounts: What we know (and don’t know) so far
Invesco Canada Blog
by Invesco Tax & Estate team
1y ago
The Invesco Tax and Estate team outlines the key features of the upcoming tax-free first home savings account (FHSA) for first-time homebuyers. For the first time since 2009, a new registered plan is being introduced: the tax-free first home savings account (FHSA). With an anticipated launch date sometime in 2023, the FHSA is designed to help first-time homebuyers save for the purchase of a home. To do so, it will combine elements of tax-free savings accounts (TFSAs) and registered retirement savings plans (RRSPs) to create a uniquely tax-advantaged savings environment. Contributions made to ..read more
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Peak inflation and U.S. stock performance: Lessons from the 1970s
Invesco Canada Blog
by Brian Levitt
1y ago
History suggests that the period following a peak in inflation may be a good backdrop for equities. Brian Levitt examines U.S. stock performance after inflation peaks in 1974 and 1980. Per the numerous questions I’m receiving, investors remember the 1970s well — and they’re concerned about the obvious parallels we see today: Elevated inflation,1 a U.S. Federal Reserve (Fed) that appears slow to respond, a global conflict that’s exacerbating the problem. On top of that, Paul McCartney, Elton John, and Bob Weir are on tour once again. Those tickets have hit my checking account as hard as $5.00 ..read more
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Can a stock market comeback be sustained?
Invesco Canada Blog
by Kristina Hooper
1y ago
Global equities staged a comeback last week, but can it be sustained? Kristina Hooper expects more volatility in the short term but is optimistic for a sustainable comeback in the long term. Everybody loves a good comeback story — but some are more impressive than others. One of the greatest comebacks was Winston Churchill. Few remember that, as a young man, he was First Lord of the Admiralty in Great Britain and was held responsible for the failure of the Gallipoli Campaign and other errors during World War I. He was widely criticized and forced to resign, but he decided to attempt a comebac ..read more
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