Lost in election season and pandemic news flow has been the relative stabilization in energy macro and midstream fundamentals since March. At the same time, midstream operators have aggressively cut […] ......

It won’t be the Thanksgiving that many of us had envisioned. COVID cases are currently rising at catastrophic rates, and hospitalizations and fatality rates are following in tow. Family plans […] ......

Macro update The return of the coronavirus across Europe and the Americas represents an important risk factor for the global economic recovery. We contemplated this risk back in the spring […] ......

Midstream equities outperformed the broader markets in October as third-quarter earnings season kicked off with better-than-expected results. Increasing midstream free cash flows are expected to bolster improve balance sheets in […] ......

Emerging market (EM) growth stocks have had an unprecedented run versus value over the past decade. The pandemic has amplified the run of growth stocks and, in our view, led […] ......

As we wait for the votes to be counted, and perhaps recounted, in some key states, we’ve gotten some questions about the potential for a divided government and what it […] ......

Update: Watch our analysis from the morning after the election here. As of midnight EST, the 2020 presidential election remains up in the air. With ballots remaining to be counted […] ......

A year ago, anyone who looked at the map of Senate seats up in 2020 would have concluded that Democrats had a difficult path back to the majority. Fast forward […] ......

Since the dark days of March and April, I have remained steadfast in looking across the valley to better times ahead, and this time is no exception. Regardless of near-term […] ......

In what many voters feel like has been a never-ending presidential campaign cycle, Nov. 3 is finally close enough to touch. But will Election Day 2020 provide closure for a […] ......

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 […] ......

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 International Growth Fund, we have invested in structural growth trends created by four major forces […] ......

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) […] ......

I’ve been on my soapbox lately demonstrating that history suggests that elections do not mean nearly as much for equity markets as many investors suspect. Case in point, the average […] ......

Since the start of 2020, we have witnessed the most volatile period of consumer spending in US history. The primary catalyst has been the COVID-19 pandemic, which has taken almost […] ......

Investors continue to ask me if they should get out of the market to “sit out this election.” I’ve attempted to push back against this impulse by using long-term historical […] ......

As a relatively small and often overlooked asset class, convertible securities rarely make headlines. However, the asset class has received a great deal of attention from financial publications in recent […] ......

In mid-June, we began cautioning that the high-velocity, v-shaped recovery in stocks from their March lows was producing tactically overbought conditions, raising the likelihood of a near-term pullback.1 Fast-forward to […] ......

I was recently giving my usual spiel to clients about the importance of staying the course with their investments throughout the election season and irrespective of who ultimately wins the […] ......

Here are some ways you can help ease the burden on friends, family, and those in your community during the pandemic. ......