Invesco Ltd.

  • Is it Time to Sell Brokerages in Favor of Fund Managers?

    By Rupert Hargreaves - August 5, 2013 | Tickers: BLK, SCHW, ETFC, IVZ

    An investor who bought one of the many discount brokerage stocks earlier this year would have seen handsome gains. Indeed, so far, Charles Schwab (NYSE: SCHW) and E*TRADE (NASDAQ: ETFC) are up 55% and 53%, respectively, beating the wider market by 35%. However, I believe that now it could be time to book some gains.

    You see, after these recent rallies, these brokerages are looking rather overbought and there more »

  • 3 Stocks Billionaire Ken Griffin Is Bullish On

    By Madhukar Dubey - June 26, 2013 | Tickers: AMT 131116P00072500, IVZ, DIS

    Citadel Investment Group is a hedge fund managed by billionaire Ken Griffin. This hedge fund deploys capital in multiple investments, from equity, to commodities, to real estate. The company filed its 13F with the SEC in March 2013, naming 7,146 companies in its portfolio, listed in various exchanges. The total market cap of its investments stood at $66.27 billion as of March 31, 2013.

    Citadel’s top 10 more »

  • Risk Versus Reward: 3 Diversified Financials

    By Bill Edson - June 20, 2013 | Tickers: AXP, GS, IVZ

    In addition to the thousands of traditional banks scattered across the fifty states, there are other types of financial institutions with limited or no banking functions, but with sources of income and expenses not typically found at commercial banks. I am going to look at some of those companies today, focusing on well known, high capitalization stocks.

    Steady as she goes

    American Express (NYSE: AXP) traces its roots to New more »

  • Mutual Fund Companies Make Good Investments Too

    By David Dierking - June 6, 2013 | Tickers: AB, BEN, IVZ, JNS, TROW

    Millions of investors use mutual funds for retirement or to pay for college tuition. What many of them don’t realize is that the mutual fund companies themselves are publicly traded companies that can be invested in too.

    Some of them make compelling investments. Despite the lower management fees and the presence of alternative lower-cost options like ETFs, mutual fund money management remains a multi-trillion dollar industry. As long as more »

  • Billionaire Ken Griffin's Favorite 5 Stocks

    By Marshall Hargrave - May 31, 2013 | Tickers: AMT 131116P00072500, EOG, IVZ, ALL, DIS

    Billionaire Ken Griffin started trading stock options back in 1986 from his Harvard dorm room. During his sophomore year, he launched a convertible-bond arbitrage fund and soon started Citadel Investment Group, which is now one of the largest funds in the world. Citadel's strategy lies in bottom-up company analysis. Outlined below are Griffin and his hedge fund's top five stocks going into the second quarter; let's check more »
  • 5 Stocks Boosting Dividends by 20% or More

    By Meena Krishnamsetty - May 28, 2013 | Tickers: ARG, UFS, IVZ, LAZ, RGR

    According to S&P Dow Jones Indices data, some 935 companies boosted their dividend payouts in the first four months of 2013, 32% more than in the same quarter a year earlier. The tally for the first four months of this year was also the highest in at least a decade. This is a result of strong corporate cash flow generation that is allowing companies to return increasing amounts of more »

  • Investing in Investment Managers

    By Marshall Hargrave - May 13, 2013 | Tickers: IVZ, LAZ, LM

    Invesco (NYSE: IVZ) is up 25% year to date, and 10% over the past week alone. This thanks to a stellar start to the year with 1Q 2013 EPS that came in at $0.52, compared to $0.45 from the previous quarter and consensus estimates of $0.47.  Tailwinds for the better-than-expected earnings were related to rising assets under management (AUM) and a stabilizing balance sheet.
     
    At the end more »
  • Reaching for Returns by Using Lower Priced REITs

    By Jeff Stouffer - May 8, 2013 | Tickers: ARR, DCT, IVZ, ROOF, NCT

    The explosive growth of exchange-traded funds has brought several sponsoring competitors to the marketplace. It is business as usual when new products are brought to market and all kinds of purveyors are seeking a foothold in the new frontier. There has never been, or will be, a shortage of product designers and marketers in the investment world. One such product family is the Index IQ group and one REIT based more »

  • Will Growth Last for This Alternative Investment Firm?

    By Mike Thiessen - March 18, 2013 | Tickers: AB, CG, IVZ, OAK

    Oaktree Capital Group (NYSE: OAK) is an alternative investment management firm.  The industry is doing well, and Oaktree is benefiting based on its recent quarter.  The alternative investment sector is currently monetizing gains and raising additional funds. This will lead to higher distributions and an increase in assets under management (AUM), the latter improving long-term returns for holders of Oaktree.   Oaktree invests in six different asset classes:  distressed debt, corporate more »

  • Investing in Investing

    By Rupert Hargreaves - March 8, 2013 | Tickers: ETFC, IBKR, IVZ, NDAQ

    "Reuters: Investors in funds worldwide poured $11 billion into U.S. stock funds in the last week of January, the most since September 2011, as the Dow Jones industrial average flirted with the psychologically important 14,000 level, data from EPFR Global showed on Friday.

    The solid demand for stock funds last month was a sharp contrast from 2012. Investors have given $53.8 billion to stock funds worldwide in more »

  • Dominance For One Financial Firm

    By Tyler Wofford - March 1, 2013 | Tickers: IVZ, LM, MET, PRI, PRU

    Primerica Financial Services (NYSE: PRI) distributes financial products (life insurance, mutual funds, debt elimination) to the underserved middle class in the U.S., Canada, Puerto Rico, and Spain. Yes, the company only has a market cap of $1.8 billion, but recently joined the Standard & Poor's Mid Cap 400 index. Primerica has partnered with many companies from the time it was founded in 1977, but is its future as more »

  • Financial Firms Depend on Each Other

    By Tyler Wofford - January 23, 2013 | Tickers: GNW, IVZ, LM, PRI

    Many times people expect financial companies to perform well due to the fact they supposedly understand finance. However, many times, partnerships and spin-offs fail miserably. The truth of the matter is this: financial firms are often dependent on their competition. 

    Revenues have increased more than 17% for three consecutive years at Invesco (NYSE: IVZ). Invesco has an operation network spanning over twenty countries, and believes that “great ideas transcend borders more »

  • 3 Financials for the First Half of 2013

    By Declan Fallon - January 8, 2013 | Tickers: AXP, AMP, IVZ

    Kicking the can down the road on the fiscal cliff should keep things frothy before the next round of partisan baiting begins. The year has started brightly, with all sectors performing well as the New Year hangovers were blown away. 

    All in all, 2012 was a good year for the markets.  The S&P managed to finish the year up 12%.  Better still, the market enjoyed strong leadership from sectors more »

  • An "Enthralling" Blogger Unlinks Herself from this 'Chain of Fools'

    By sylvia kronstadt - December 24, 2012 | Tickers: IVZ

    When I declined to be involved in a team effort to reconfigure and re-release my Edward Jones series,  Motley Fool editors retaliated in an adolescent fashion.  Now, I'm retaliating right back. I can be as adolescent as anyone, if I feel like it! I can even still flip the bird, despite my advanced age. Consider it flipped.

  • Investing in the Final Frontier

    By Matthew Luke - December 20, 2012 | Tickers: BLK, FRN, IVZ, FM, PMNA

    No, fellow classic TV fans. I am not talking about ‘space’, as referenced in the title sequence of every episode of Star Trek. My final frontier is something strictly terra ferma-based. What I am referring to is an economic term used to describe areas of the world known as “frontier markets”.

  • Can You Manage Big Gains with These 4 Companies?

    By Chad Henage - October 29, 2012 | Tickers: BLK, BEN, IVZ, TROW

    Certain industries almost act like counter-cyclicals. In plain English, these companies do well once the economy is moving along at a good pace, and things are generally good. However, in order to really benefit from the higher profits these companies produce during these times, you have to be willing to buy their shares when no one else wants to. One of the primary industries that acts in this fashion is more »

  • 5 Dividend Plays with Upside Potential

    By Meena Krishnamsetty - June 21, 2012 | Tickers: AAPL, CMCSA, IVZ, PFE, STJ

    JPMorgan maintains a list of focus stocks with overweight and underweight ratings, picked by the firm's industry analysts. All focus stocks have the potential to produce annualized total returns of more than 20% (stocks with overweight ratings) and more than -20% (stocks with underweight ratings). JPMorgan publishes target prices for all its focus stocks, so potential gains/losses on each of the focus stocks can be determined in advance more »

  • Viking Global’s Top Non-Tech Holdings

    By Meena Krishnamsetty - June 4, 2012 | Tickers: IVZ, LYB, MA, VRX

    Viking Global is a one of the foremast Tiger Cubs, offshoots of Julian Robertson’s Tiger Management. It was the brainchild of Andreas Halvorsen, David Ott, and Brian Olson. The strategy is long/short global equity with a bottom-up stock picking approach. Below are its top non-tech holdings.

    Invesco (NYSE: IVZ) is a global asset management firm with $672.8 billion of AUM as of March 31, 2012. It is more »

  • Two Financial Picks from $10 Billion Viking Global

    By Meena Krishnamsetty - February 22, 2012 | Tickers: BAC, IVZ, NES.DL, BK, USB

    Tiger cub Andreas Halvorsen launched Viking Global at the end of 1999 with fellow former Tiger employees David Ott and Brian Olson. In its first year the fund returned 89% after fees. While that level of performance is not sustainable, Halvorsen has maintained a record of outperforming the market and his peers. For instance, in 2011, when the average hedge fund lost roughly 4%, Viking Global was up 7.80 more »