Category Added in a WPeMatico Campaign

Investing

Chaos can create opportunities

Heading into 2020, the global economy was showing signs of stabilizing and risk assets were benefiting from the cyclical rebound in activity. In recent months, however, the coronavirus has delivered a significant external shock to Chinese and global economic activity at a vulnerable stage of the business cycle. Meanwhile, markets are reacting to the contagion […]

Investing

SteelPath March MLP update and news

In February, although the entire market was rocked by coronavirus worries, the master limited partnership (MLP) and energy infrastructure sector underperformed the S&P 500 Index.  However, midstream energy infrastructure company fundamentals may not be as bad as they seem.  As earning season wraps up, operating performance has been better than expected with EBITDA (earnings before […]

Investing

Assessing market liquidity

Our teams observe that liquidity access has been exceptionally challenging in credit markets across the globe, particularly in Emerging Markets, but we believe Invesco’s experienced traders have been able to leverage our global size and scale across key counterparty relationships to access liquidity that may not have been available to other investors. Looking towards derivatives, […]

Investing

What To Do When You’re Terrified

I live a very privileged life. See, I spend my time on my farm, in the middle of nowhere, with my family. Out here, everything is pretty calm (well, as calm as things can be with three kids under six.) That changed on Thursday night. The corona-crisis meant I had radio interviews booked solid for […]

Investing

The coronavirus impact on fixed income markets

Macro impact The spread of the coronavirus globally has continued unabated in recent weeks. The combination of “business as usual” in Europe and the US and limited testing has exacerbated the issue and increased uncertainty regarding the extent of the outbreak and the ultimate path the outbreak will take. As policymakers take more aggressive measures […]

Investing

Answers to FAQs about the recent market disruption

1. Wasn’t the market due for a correction anyway? Market drawdowns typically don’t just happen for no apparent reason. They are the result of economic and/or policy uncertainty. The outbreak of the coronavirus and the potential “cure” for the virus—shutting down large segments of the economy—are more than enough economic uncertainty to warrant a market […]

Investing

The Road to Recovery

My wife slammed the door and said: “You need to go and see someone.” It was almost three months to the day after our house burned when things started to fall apart. See, the world had moved on, but we hadn’t.   And I found the black landscape that surrounded me, crept up on me and […]

Investing

Energy infrastructure outlook amid the coronavirus outbreak

Concern among market participants over the ongoing outbreak of the COVID-19 virus appears to have spread from simply a short-term reduction in demand for petroleum products within certain Chinese provinces to a broader, though still short-term, impact beyond hydrocarbon consumption. Accordingly, the initial equity market impact was largely concentrated among energy-related equities but has spread […]

Investing

Fed cuts rates in surprise move

In a surprise inter-meeting move this morning, the Federal Reserve (Fed) announced a 50 basis point cut in US interest rates to the range of 1% to 1.25%, attributing the cut to the evolving economic risks from the coronavirus.  The Fed decided to cut rates on its own, without a coordinated move by other major […]

Investing

Have you Googled yourself lately?

Picture this. You wake up one day, flick on Sunrise, and Kochie is in a flap: “Overnight the internet was hit with the biggest coordinated data hack in history. Everyone is exposed”, he warns. You whip out your phone and check your accounts, but it’s too late: All your secrets have already been flushed out […]