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Investing

SteelPath January MLP update and news

The master limited partnership (MLP) sector saw a series of acquisitions take place in December, from Blackstone reaching an agreement with Tallgrass Energy to Energy Transfer closing on the SemGroup acquisition. The events marked a strong month for midstream equities which outperformed the broader market in December. MLP market overview Midstream MLPs, as measured by […]

Investing

Five issues for investors to watch in January

2019 was a great year for markets, and equities delivered strong returns for the year. US stocks led the way at 29.07%, Chinese stocks returned 20.94%, European stocks returned 20.03%, and emerging markets delivered 15.42%.1 But the ride wasn’t always smooth, with ongoing geopolitical sagas (like Brexit) and short-term market events (like the inverted yield […]

Investing

What does Qassim Suleimani’s death mean for the market?

On Thursday evening, Iran’s top security and intelligence commander, General Qassim Suleimani, was killed in a drone strike at Baghdad International Airport. The strike, which was authorized by US President Donald Trump, represents a potentially dangerous escalation in the growing confrontation between the US and Iran. How are the markets responding? Markets reacted quickly to […]

Investing

The Fed is well-equipped to handle year-end repo volatility

Invesco Fixed Income believes the Federal Reserve (Fed) will add sufficient liquidity to the banking system to alleviate rate pressure in the funding/repo markets that typically arises at year-end, and avoid  the severe volatility experienced in September. In the press conference that followed the Fed’s December meeting, Chairman Jerome Powell was clear that the Fed will […]

Investing

Is globalization over?

Globalization means many things–migration, the exchange of ideas and culture, and trade and cross-border capital flows, to name a few. Increased trade tensions, especially between the US and China, have shined the spotlight on the topic and raised the questions, “Is the end of globalization at hand?” and “What are the implications for investors?” Here, […]

Investing

SteelPath December MLP update and news

The master limited partnership (MLP) sector saw a series of events take place in November, including the conclusion of third quarter earnings season and yet another MLP simplification eliminating incentive distribution rights. And while midstream equities underperformed energy equities and the broader markets in recent months, the story has been different in the bond market, […]

Investing

Are value stocks poised for a comeback?

For the past decade, the competition between growth and value stocks has been decidedly short on suspense — growth has consistently come out on top. But value stocks recently disrupted this storyline with a rousing rally. Was this simply a blip? Or was it a preview of a lasting rotation? Below, Brian Levitt, Invesco’s Global […]

Investing

My Best Hate Mail of 2019

I get to about this time every year … and declare email bankruptcy. Yet before I do there are a few ‘special’ emails that I collect throughout the year that deserve a special reply: My hate mail. Yes, I may have a bestseller or two, but it sure ain’t all exclamation points and semicolons here […]

Investing

Dead Broke in a Beamer

Christmas came early for my kids this year … Daddy finally got a job. (Well, to be accurate, 220 hours of community service as part of my Financial Counselling qualification.) On my first day, the three of them surprised me by getting up really early and having a celebratory breakfast with me (possibly with the […]

Investing

Secrets from the vault: How we invest in EM banks

As long-term growth investors, we shy away from most cyclical stories while gravitating toward structural ones. Inherently, banks are prone to credit cycles. However, with a solid foundation in bottom-up analyses, the right banks can potentially provide superlative and sustained performance over the long term. Our investment in emerging market (EM) banks, through the Invesco […]