Dynamic and Durable Growth Part 2: The Enormous Implications of Shale Energy

Dynamic and Durable Growth Part 2: The Enormous Implications of Shale Energy

This is the second in a four-part series examining dynamic and durable growth themes that affect the US economy and may present opportunities for investors. The first post explored the biotech revolution, and the third and fourth posts will discuss the massive changes in mobility.

With the shale boom now the largest driver of US economic growth, investors will likely remember the period from 2010 to 2014 as the beginning of the shale revolution that enabled the US to increase oil production by 50%,1 decrease OPEC imports by one-third2 and become more energy independent.

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Valuations and Geopolitics: Two Reasons to Consider Large Cap Value

Valuations and Geopolitics: Two Reasons to Consider Large Cap Value

During her semi-annual testimony to Congress on July 15, US Federal Reserve Chair Janet Yellen indicated that equity valuations of smaller companies, as well as social media and biotechnology firms, appeared stretched. But she also noted that the overall equity market valuation was close to its historical norm. Given this assessment by the Fed, I believe value investors should consider focusing their attention on the large-cap sector.

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Examining the Long and the Short of Absolute Return Strategies

Examining the Long and the Short of Absolute Return Strategies

In my role as Invesco’s Alternatives Investment Strategist, I hear a lot of questions about alternatives – and it’s clear that many investors are simply trying to wrap their arms around this large, multifaceted asset class. In this post, I focus on one type of alternative investment — absolute return strategies — that seek to provide consistently positive returns for investors no matter what the market is doing.

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Mid-Year Review: Profit Margins Still Have Room to Grow

Mid-Year Review: Profit Margins Still Have Room to Grow

About the Mid-Year Review series: I’ve been examining some of investors’ main concerns about the current economic and market conditions, many of which are detailed in my July commentary, “Mid-Year Review: Six Investor Concerns That Aren’t Worth Losing Sleep Over.” I will be addressing additional investor concerns on my blog.

I’ve heard from many of you that you’re concerned about US corporate profit margins, which have been at all-time highs lately. The stock market looks vulnerable to correction if corporate profit margins can’t be sustained at these levels, putting earnings growth at risk.

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Dynamic and Durable Growth Part 1: A Biotech/Pharma Revolution

Dynamic and Durable Growth Part 1: A Biotech/Pharma Revolution

This is the first in a four-part series examining dynamic and durable growth themes that affect the US economy and may present opportunities for investors. The remaining three blog posts will examine the enormous implications of shale energy and the massive changes in mobility.

Over the eight decades from 1928 to 2008, pharmaceutical and biotechnology innovations came to market at a gradually rising pace. But over just the past six years, this evolution has turned into more of a revolution, with new products in new indications becoming available at an incredible rate. The Invesco US Growth team believes the revolution in the therapeutics space is a durable, secular theme that may offer opportunity for investors.

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Mid-Year Review: Interest-Rate Sensitive Stocks May Correct With First Fed Rate Hike

Mid-Year Review: Interest-Rate Sensitive Stocks May Correct With First Fed Rate Hike

About the Mid-Year Review series: I’ve been examining some of investors’ main concerns about the current economic and market conditions, many of which are detailed in my July commentary, “Mid-Year Review: Six Investor Concerns That Aren’t Worth Losing Sleep Over.” I will be addressing additional investor concerns on my blog.

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