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 […]
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 […]
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 […]
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, […]
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 […]
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, […]
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 […]
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, […]
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) […]
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 […]
