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Investing

Markets shift sharply as uncertainty rises

Financial markets have undergone a pretty sharp shift over the past two weeks. Interest rates have rallied while risk assets like credit, equity, and emerging markets have underperformed. Volatility measures are higher, and the Treasury yield curve is now largely inverted. Invesco Fixed Income believes that several market drivers are at play, in the following […]

Investing

Dispelling false analogs in Emerging Market Fintech

China’s success in financial technology inspires legions of EM fintech hopefuls worldwide, spurring them to frenzied product expansion. Private and public market investors consider EM fintech an assured tale of disruption, while traditional bankers view the gathering storm with fear and loathing. A headier concoction has rarely been found–hundreds of millions of under-banked consumers, tens […]

Investing

Argentina’s presidential primary raises policy questions

Argentina’s presidential primary elections shocked investors Sunday when President Mauricio Macri suffered a major defeat against leftist politician Alberto Fernandez, whose running mate is controversial former president Cristina Kirchner. According to the official election results, Macri received 32% support while Fernandez received 48%, a much wider margin than expected. Election authorities reported high voter turnout […]

Investing

August 2019 MLP Update and News

Midstream master limited partnerships (MLPs), as measured by the Alerian MLP Index (AMZ), ended July down 0.9% on a price basis and down 0.3% once distributions were considered. That trailed the S&P 500 Index’s 1.4% total return for the month. The Petroleum Pipeline group lead the midstream subsector in July, while the Natural Gas Pipeline […]

Investing

Idea generation in the investing world

A frequent topic of discussion in the investing world is idea generation — how do you best come across great investing opportunities? Among the typical avenues that institutional investors explore are conferences, management roadshows (where a broker brings a management team to see investors in a city), screening tools, and their own professional networks. All […]

Investing

Senate hearing focuses on retirement challenges

On May 14, 2019, the Senate Finance Committee held a hearing titled “Challenges in the Retirement System.” The hearing focused on a variety of issues relating to retirement security, such as increasing workplace retirement plan coverage and participation and increasing participant savings. Financial industry executives, along with experts from state agencies and trade groups, offered […]

Investing

Fed ahead: Communication is key

In May, we wrote about the US Federal Reserve’s (Fed) evolving policymaking framework as it considers a shift to average inflation targeting. This new framework would allow the Fed to focus on urging average inflation toward its mandated target of 2%. The market set out to test the Fed as inflation trended lower in early […]