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The great debate on value investing

 

It seems every week we see articles presenting opposite views on value investing: “Value investing is dead” vs. “Valuation differences between growth and value aren’t sustainable.” Is this time really […]

Is a Brexit deal still possible?

 

Last week was a critical one in the ongoing Brexit odyssey. As the UK hurtles towards the end of 2020 (which will mark its exit from the European Union), it […]

Finding income and value in preferred securities

 

Fixed income markets have seemingly come full circle thus far in 2020. The combination of swift monetary and fiscal policy, along with an unprecedented pledge of support by the US […]

The changing face of innovation

 

Ask just about any investor about innovation, and the first word that comes to their mind will likely be “technology.” While sector-specific technology companies have obviously played a central role, […]

The e-commerce revolution continues

 

As we explained in our last blog, in the 25 years since we opened Invesco Oppenheimer International Growth Fund, we have invested in structural growth trends created by four major […]

Five things to watch in October

 

This month, I’m watching five key issues that have the potential to impact global markets. 1. US stimulus talks The clock is ticking. Businesses are closing, job growth is slowing, […]

SteelPath October MLP updates and news

 

September brought energy market volatility that carried over to midstream equity prices. During the month, midstream sector participants continued placing growth projects into place, while also finding creative ways to […]

Tactical Asset Allocation – October 2020

 

Macro update We believe the global economy continues to improve and we expect its upward trajectory to persist for the rest of the year. Based on our macro regime framework, […]

Rethink any assumptions about international small and mid caps

 

Higher quality at a lower price is not a combination that can usually be found anywhere. But that is what has recently been available with international small- and mid-capitalization (SMID) […]

The debate, the diagnosis, and jobs

 

Last week’s news cycle was relentless. Tuesday’s chaotic US presidential debate dominated headlines for a few days — until Friday, when President Donald Trump announced that he and the first […]