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Investment

November 20, 2020 - 0 Comments

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 […] ......

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November 20, 2020 - 0 Comments

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 […] ......

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November 13, 2020 - 0 Comments

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 […] ......

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November 12, 2020 - 0 Comments

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 […] ......

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November 11, 2020 - 0 Comments

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 […] ......

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November 5, 2020 - 0 Comments

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 […] ......

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November 4, 2020 - 0 Comments

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 […] ......

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November 3, 2020 - 0 Comments

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 […] ......

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November 2, 2020 - 0 Comments

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 […] ......

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October 30, 2020 - 0 Comments

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 […] ......

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October 23, 2020 - 0 Comments

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 […] ......

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October 16, 2020 - 0 Comments

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 […] ......

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October 15, 2020 - 0 Comments

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, […] ......

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October 13, 2020 - 0 Comments

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 […] ......

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October 10, 2020 - 0 Comments

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 […] ......

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October 9, 2020 - 0 Comments

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, […] ......

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October 6, 2020 - 0 Comments

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) […] ......

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September 30, 2020 - 0 Comments

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 […] ......

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September 25, 2020 - 0 Comments

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 […] ......

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September 23, 2020 - 0 Comments

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 […] ......

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September 22, 2020 - 0 Comments

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 […] ......

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September 18, 2020 - 0 Comments

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 […] ......

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September 16, 2020 - 0 Comments

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 […] ......

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September 15, 2020 - 0 Comments

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

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