From Invesco: As I’ve written in this blog before, trying to define the technology sector has become more difficult over the past decade. Technology utilization throughout the economy is ubiquitous, making it difficult to imagine any company, regardless of its sector, outperforming its peers without effectively implementing technology.
From Invesco: As expected, on Wednesday the US Federal Reserve (Fed) raised the federal funds rate by 0.25% to a target range of 2.00% to 2.25%.1 The so-called dot plot, the Fed’s way of communicating its forward interest rate guidance, showed no change in the number of rate hikes anticipated through 2020 and signaled that no […]
Invesco shares its views of equities, fixed income and alternatives shape our multi-asset portfolios and inform our clients.
From Invesco: Invesco research reveals a disconnect between market expectations and portfolio allocations in market-cap-weighted funds
From Invesco: Last week brought bad news on trade and Brexit, yet stocks globally shrugged off the news and rose higher.
From Invesco: The next few months will be critical for several countries as they hold elections that could either significantly change their leadership or endorse the status quo. In this blog, I preview the choices ahead for Japan, Brazil and the US.
From Invesco: Every week I hope that there are no new trade developments, so that for at least one week I can spare you all from a trade discussion in this blog. Unfortunately, this is not that week — there were many trade developments over the past few days, and I feel compelled to discuss […]
From Jill Mislinski: This update is in response to a standing request for real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq Composite. It includes the latest monthly close data.
From Invesco: Trade tops the list of issues facing markets this month, as the US is threatening to kill the North American Free Trade Agreement (NAFTA) and leave the World Trade Organization (WTO).
From Tyler Durden: Since China intervened mid-month (ahead of the US-China trade talks), the Yuan strengthened and US equities soared (until decoupling the last few days).
From Invesco: Last week gave us a look into the thoughts of the US Federal Reserve (Fed) as Fed Chair Jay Powell gave a widely anticipated speech, and the Federal Open Market Committee (FOMC) released the minutes from its most recent meeting.
From Chris Kimble: This chart looks at the Nasdaq 100 ETF over the past 20-years on a monthly basis.
From Invesco: From the crisis in Turkey to upcoming remarks by the Federal Reserve (Fed) Chair, there is no shortage of issues for investors to watch this week.
From Tyler Durden: It’s official: with the best earnings season since 2010 now essentially over, the numbers are in and S&P500 profit margins are at an all time high of 11.2%.
From Invesco: The growing prospect of a global trade war presents major consequences for global markets, and the implications are difficult to assess.