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

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 thee 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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Indonesia Election: Widodo’s Probable Win Infuses Hope

Indonesia Election: Widodo’s Probable Win Infuses Hope

Most media reports are declaring a squeak-by victory for Joko Widodo over Prabowo Subianto in the hotly contested Indonesian presidential election, but with only a contentious 5% lead, according to quick counts. While official results won’t be released until July 22,1 the market has welcomed Mr. Widodo’s probable victory. 

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Energy: Shale Generates Tectonic Changes

Energy: Shale Generates Tectonic Changes

The shale revolution, only seven or eight years old, has been the catalyst for a tectonic change in US energy production and policy. It has also created a new paradigm in US manufacturing, launched a renaissance in the chemical industry, and is driving infrastructure spending. So how do we think about the shale revolution in terms of investing? It’s twofold.

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India and Indonesia: Change, Challenge and Opportunity

India and Indonesia: Change, Challenge and Opportunity

In both India and Indonesia, leaders are facing intense pressure from markets and investors to initiate reforms that are real rather than merely cosmetic. Our outlook is somewhat more bullish for India, but we believe change can lead to opportunity in both countries.

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