Invesco Ltd

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  • uploads/// Year Treasury Note Issuance versus Bid Cover Ratio
    Fund Managers

    3-Year Treasury Notes’ Overall Demand Fell on July 7

    The US Treasury holds monthly auctions of three-year Treasury notes. The latest auction was held on July 7.

    By Lynn Noah
  • uploads///Financials Beat the Overall Market Since Election Results
    Company & Industry Overviews

    Hyman Bullish on Financials, Investors Upbeat about Rate Hike

    Trump’s domestic growth-friendly policies Returns have been surging for the financial sector (XLF) (VFH) as the market expects to benefit from the Trump administration’s projected policies. Markets are highly confident with the expectation of more rate hikes, for example, and of widespread deregulation. Banks’ earnings have thus been getting a huge boost, and the market has been […]

    By Mary Sadler
  • uploads///Rel Val
    Company & Industry Overviews

    What Led to Invesco’s Discounted Valuations?

    Invesco has a price-to-book ratio of ~1.4x on an LTM basis.

    By Raymond Anderson
  • uploads///Movement in Short Term Treasury Yields
    Company & Industry Overviews

    How Did US Treasury Auctions Fare Last Week?

    The US Department of the Treasury’s 26-week Treasury bill, or T-bill, auction, totaled $26 billion last week.

    By Lynn Noah
  • uploads///analysts
    Company & Industry Overviews

    How Wall Street Analysts View Invesco

    Of 16 analysts tracking Invesco in April 2018, four analysts suggested a “buy,” and six analysts gave “hold” ratings on the stock.

    By Raymond Anderson
  • uploads///kyle sudu  unsplash
    Company & Industry Overviews

    What’s Expected from Invesco Moving Forward?

    Analysts gave a high estimate for Invesco’s (IVZ) 1Q18 earnings per share of $0.72 and a low estimate of $0.64.

    By Raymond Anderson
  • uploads///STT
    Company & Industry Overviews

    Understanding State Street’s Investment Management Business

    State Street Corporation’s (STT) investment management business generated revenues of $1.6 billion in 2017, up from $1.3 billion in 2016.

    By Raymond Anderson
  • uploads///analysts
    Company & Industry Overviews

    Analyst Ratings on Blackstone Have Stayed Steady

    Asset managers have been negatively affected in 1H 2018 by the unsupportive global environment.

    By Raymond Anderson
  • uploads///investmnt man
    Earnings Report

    How ETFs Can Impact State Street’s Investment Management Division

    In the first quarter, BlackRock (BLK) saw inflows of $35.0 billion in its ETF offerings.

    By Raymond Anderson
  • uploads///chris liverani dBI_MyRk unsplash
    Financials

    Declines in S&P 500 correlation benefiting TROW, IVZ, and JNS

    The concept of tracking the dispersion of stocks via a correlation reading may be a bit intimidating. However, the principle doesn’t involve a lot of grey matter.

    By Jonathan Casteleyn, CFA
  • uploads///AdobeStock_
    Company & Industry Overviews

    Bill Gross: Top Stock Picks with High Dividend Yields

    On October 18, CNBC reported Bill Gross top picks. His top stock picks were Annaly Capital (NLY), Invesco (IVZ) and Allergan (AGN).

    By Rabindra Samanta
  • uploads/// Alternates
    Financials

    Private equity, hedge funds, and other alternative assets

    Private equity is capital invested in companies that aren’t listed on stock exchanges. These alternative assets include venture capital.

    By Saul Perez
  • uploads///ivz post
    Earnings Report

    Acquisitions Boost Invesco’s Assets under Management

    Invesco (IVZ) reported its second-quarter results today, posting EPS of $0.66.

    By Raymond Anderson
  • uploads///dices over newspaper profit
    Earnings Report

    State Street’s Second-Quarter Earnings and Acquisition Plan

    On July 20, State Street (STT) reported its second-quarter earnings. The company’s EPS was $2.05, which surpassed analysts’ expectations by $0.04.

    By Raymond Anderson
  • uploads///Rel Val
    Earnings Report

    How T. Rowe Price’s Valuation Compares

    T. Rowe Price’s (TROW) NTM (next-12-month) PE ratio is 15.19x, higher than peers’ average of 10.08x.

    By Raymond Anderson
  • uploads///AUM asset cls
    Earnings Report

    What Could Help T. Rowe Price in Q2 2018

    Of T. Rowe Price’s (TROW) total assets under management in the first quarter, $579.3 billion comprised equity, $135.8 billion comprised fixed income and money market assets, and $299.1 billion were multi-asset funds.

    By Raymond Anderson
  • uploads///AUM inv veh
    Earnings Report

    How Macros and Monetary Policies Could Drive TROW’s Performance

    Donald Trump’s imposition of additional tariffs on $200 billion in Chinese imports has increased trade tension, which could impact the global economy and business.

    By Raymond Anderson
  • uploads///AUCA
    Earnings Report

    State Street’s Investment Servicing Division: What’s Ahead?

    In the first quarter, State Street’s Investment Servicing division garnered net interest income of $663.0 million for a YoY increase of 30.0%.

    By Raymond Anderson
  • uploads///AMTD
    Company & Industry Overviews

    Tariffs: TD Ameritrade’s Views and the Impact on Asset Managers

    On July 11, JJ Kinahan of TD Ameritrade Holding (AMTD) stated his views on the rising US-China trade tensions.

    By Raymond Anderson
  • uploads///schw
    Company & Industry Overviews

    What Charles Schwab Predicts for Second Half of 2018

    On July 10, Charles Schwab (SCHW) presented its forecast for the second half of the year.

    By Raymond Anderson
  • uploads///ttoal AUM
    Company & Industry Overviews

    A Look at Invesco’s Total Assets under Management

    At the end of the first quarter, Invesco (IVZ) had total AUM (assets under management) of $934.2 billion.

    By Raymond Anderson
  • uploads///TOR
    Company & Industry Overviews

    What Will Invesco’s Revenue Be in Q2 2018?

    Of Invesco’s (IVZ) total first-quarter operating revenue of $1.4 billion, the company’s investment management fees contributed $1.0 billion.

    By Raymond Anderson
  • uploads///stock _
    Company & Industry Overviews

    What Could Affect Invesco’s Performance in Q2 2018?

    In this series, we’ll study the factors that could drive Invesco’s performance, valuations, and analyst ratings.

    By Raymond Anderson
  • uploads///market cap
    Company & Industry Overviews

    State Street’s Investment Management Division in Q2

    State Street’s (STT) investment management division garners fee revenue from trading services, management and processing fees, and other revenue.

    By Raymond Anderson
  • uploads///EV
    Company & Industry Overviews

    What’s Expected for State Street’s Investment Servicing Business

    In the first quarter, State Street’s (STT) fee revenue made up a significant portion of its investment servicing revenue.

    By Raymond Anderson
  • uploads///money home coin investment
    Company & Industry Overviews

    T. Rowe Price’s Assets under Management Rose in May

    T. Rowe Price released its AUM for May on June 12. The company’s AUM was $1.04 trillion—compared to $1.02 trillion in April.

    By Raymond Anderson
  • uploads///TROW
    Earnings Report

    T. Rowe Price Group’s 1Q18 Results Beat Expectations

    T. Rowe Price Group reported earnings today for the quarter that ended in March.

    By Raymond Anderson
  • uploads///analysts
    Company & Industry Overviews

    How Analysts Are Viewing Blackstone

    Blackstone (BX) is covered by 14 analysts in March 2018. Seven of them are recommending a “strong buy” for the stock, and six are rating it a “buy.”

    By Raymond Anderson
  • uploads///Analysts
    Earnings Report

    How Analysts View Invesco

    16 analysts covered Invesco Limited (IVZ) in February 2018.

    By Raymond Anderson
  • uploads///rel Val
    Earnings Report

    How Do Invesco’s Valuations Look?

    Invesco (IVZ) has a price-to-earnings ratio of 10.77x on an NTM (next-12-month) basis compared to the peer average, which stood at 16.56x.

    By Raymond Anderson
  • uploads///long term inflows outfl
    Earnings Report

    How Invesco’s Long-Term Inflows and Outflows Trended in 4Q17

    Invesco (IVZ) witnessed long-term inflows amounting to $56.7 billion in 4Q17, while long-term outflows were $52.3 billion.

    By Raymond Anderson
  • uploads///PCF ratio
    Earnings Report

    Analyzing Invesco’s Total Assets under Management

    As of December 31, 2017, Invesco’s (IVZ) total assets under management (or AUM) stood at $937.6 billion.

    By Raymond Anderson
  • uploads///Ev to Rev
    Earnings Report

    What Are Invesco’s Total Operating Expenses?

    Invesco Limited (IVZ) incurred total operating expenses of $1.0 billion in 4Q17 compared to $982.4 million in 3Q17, which reflects a rise of 5%.

    By Raymond Anderson
  • uploads///TD to EV
    Earnings Report

    How Invesco’s Assets under Management Are Trending

    As of January 31, 2018, Invesco Limited (IVZ) reported total assets under management (or AUM) of $972.6 billion, a 3.7% rise compared to the total AUM as of December 31, 2017.

    By Raymond Anderson
  • uploads///analysts
    Earnings Report

    What Analysts Are Recommending for State Street Today

    Of the 20 analysts tracking State Street (STT) in January 2018, none has recommended a “strong sell” or a “sell.”

    By Raymond Anderson
  • uploads///Rel Val
    Earnings Report

    Can State Street Recover from Discounted Valuations?

    State Street’s (STT) PE (price-to-earnings) ratio stood at 14.6x on an NTM (next-12-month) basis, compared with the peer average of 17x.

    By Raymond Anderson
  • uploads///EV to rev
    Earnings Report

    Understanding State Street’s Balance Sheet

    State Street’s (STT) total assets stood at $238.4 billion at the end of 4Q17, compared with $242.6 billion in 4Q16.

    By Raymond Anderson
  • uploads///market cap
    Company & Industry Overviews

    Invesco’s Total Operating Revenues Rose Marginally

    Invesco (IVZ) generated total operating revenues of $3.7 billion in the first nine months of 2017.

    By Raymond Anderson
  • uploads///AUM of asset managers
    Financials

    Assets under Management of Alternative Asset Managers

    On June 30, 2016, Carlyle Group (CG) reported total assets under management (or AUM) of $175.6 billion.

    By Raymond Anderson
  • uploads///IVZ DIV
    Financials

    How Invesco’s Dividend Yield Curve Has Evolved

    Revenue and earnings Investment management company Invesco (IVZ) saw its revenue fall 8% in 2016, after flat growth in 2015. In 2016, its investment management, service and distribution, and performance fees fell. Its operating expenses fell 3%–5% in 2015 and 2016, and its operating income fell 13% in 2016 after rising 6% in 2015. Meanwhile, its […]

    By Amanda Lawrence
  • uploads///Weekly T Bill Issuance and Bid Cover Ratio
    Company & Industry Overviews

    Last Week’s 13-Week Treasury Bill Auction: Focus on Direct Bidders

    The US Treasury Department auctioned 13-week Treasury bills (or T-bills) worth $28 billion on May 2.

    By Lynn Noah
  • uploads/// Week Treasury Bill Issuance versus Bid Cover Ratio
    Company & Industry Overviews

    Overall Demand Jumped for 52-Week Treasury Bills Auction

    The US Treasury auctioned $20 billion worth of 52-week Treasury bills (or T-bills) on April 26, 2016.

    By Lynn Noah
  • uploads/// Year Treasury Note Issuance versus Bid Cover Ratio
    Company & Industry Overviews

    Overall Demand Barely Moved for 2-Year Treasury Note Auction

    The US Treasury holds monthly auctions for the two-year Treasury note.

    By Lynn Noah
  • uploads/// Month Treasury Bill Issuance versus Bid Cover Ratio
    Company & Industry Overviews

    Why the Bid-to-Cover Ratio Fell for the 26-Week T-Bills Auction

    The U.S. Department of the Treasury held the weekly 26-week T-bills auction on April 11. T-bills worth $4 billion were on offer—the same as March.

    By Lynn Noah
  • uploads/// Year Treasury Bond Issuance versus Bid Cover Ratio
    Company & Industry Overviews

    Overall and Fundamental Demand Rose for 30-Year T-Bonds

    The monthly auction for 30-year Treasury bonds, or T-bonds, was held on April 14 for $12 billion—the same as the previous month.

    By Lynn Noah
  • uploads/// Month Treasury Bill Issuance versus Bid Cover Ratio
    Company & Industry Overviews

    What Just Happened to 26-week Treasury Bills?

    At the Treasury Department’s weekly auction of 26-week Treasury bills on March 28, T-bills worth $26 billion were on offer—$2 billion less than last week.

    By Lynn Noah
  • uploads/// Year Treasury Note Issuance versus Bid Cover Ratio
    Company & Industry Overviews

    Why Overall Demand Tanked for the 2-Year Treasury Note in March

    The two-year Treasury note auction size was set at $26 billion, an amount that has been constant since January 2015. The issue’s coupon rate was ~0.88%.

    By Lynn Noah
  • uploads/// Year Treasury Note Issuance versus Bid Cover Ratio
    Company & Industry Overviews

    Coupon Rate, High Yield Rose for 5-Year Treasury Notes in March

    On March 29, five-year Treasury notes worth $34 billion were auctioned—the same as one month previously. The issue’s coupon rate was set at 1.25%.

    By Lynn Noah
  • uploads/// Year Treasury Bond Issuance versus Bid Cover Ratio
    Company & Industry Overviews

    Why Did the Bid-to-Cover Ratio Jump for 30-Year Treasury Bonds?

    The monthly auction for 30-year Treasury bonds (or T-bonds) was held on March 10 for $12 billion, $3 billion lower than in the previous month.

    By Lynn Noah
  • uploads/// Year Treasury Note Issuance versus Bid Cover Ratio
    Company & Industry Overviews

    2-Year T-Notes’ High Yield and Coupon Rose

    The demand for the two-year T-notes was higher at the November 23 auction. The bid-to-cover ratio rose by 4.7% to 3.2x at the November 23 auction.

    By Lynn Noah
  • uploads/// Year Treasury Note Issuance versus Bid Cover Ratio
    Macroeconomic Analysis

    YTD High Yield for the Two-Year Treasury Note Auction

    Demand for the two-year Treasury note was higher in September’s auction. The bid-to-cover ratio rose by 3.5% month-over-month to 3.27x in September’s auction.

    By Lynn Noah
  • uploads/// Year TIPS Note Issuance versus Bid Cover Ratio
    Fund Managers

    High Yield Rose Due to the 10-Year TIPS Auction

    Nominal bond yields rise due to higher inflation expectations. TIPS protect the value of debt securities from eroding due to inflation.

    By Lynn Noah
  • uploads/// Month Treasury Bill Issuance versus Bid Cover Ratio
    Fund Managers

    Market Demand Rises for 26-week Treasury Bills on August 31

    The US Treasury held the weekly 26-week Treasury bills auction on August 31. After a fall in demand the previous week, the fundamental market demand rose.

    By Lynn Noah
  • uploads/// Month Treasury Bill Issuance versus Bid Cover Ratio
    Fund Managers

    Market Demand Rises for the 26-Week Treasury Bills

    The U.S. Department of the Treasury held the weekly 26-week Treasury bills, or T-bills, auction on July 27. T-bills worth $24 billion were on offer.

    By Lynn Noah
  • uploads/// Year Treasury Note Issuance versus Bid Cover Ratio
    Fund Managers

    Indirect Bidding Rose at the 2-Year Treasury Notes Auction

    The demand for the two-year T-notes was higher in the July auction. The bid-to-cover ratio rose by 4.30% month-over-month to 3.42x in July’s auction.

    By Lynn Noah
  • uploads/// Month Treasury Bill Issuance versus Bid Cover Ratio
    Fund Managers

    Overall Demand Is Weak for 26-Week Treasury Bills

    The U.S. Department of the Treasury held the weekly 26-week Treasury bills, or T-bills, auction on July 13. T-bills worth $24 billion were on offer.

    By Lynn Noah
  • uploads/// Year Treasury Note Issuance versus Bid Cover Ratio
    Company & Industry Overviews

    Overall and Market Demand for 5-Year Treasury Notes Fell in June

    Yield on five-year Treasury notes in the secondary market fell marginally lower following the auction. It ended at 1.69% on June 24, down two basis points from the previous day.

    By David Ashworth
  • uploads/// Year TIPS Note Issuance versus Bid Cover Ratio
    Company & Industry Overviews

    Demand for 10-Year Treasury Inflation-Protected Securities in May

    Nominal bond yields rise due to higher inflation expectations. Treasury Inflation-Protected Securities protect the value of debt securities from eroding due to inflation.

    By David Ashworth
  • uploads/// Month Treasury Bill Issuance versus Bid Cover Ratio
    Company & Industry Overviews

    Indirect Bidders Storm 26-Week Treasury Bills Auction on April 13

    After two weeks of staying away, indirect bidders, which include central banks, came back to buy 26-week Treasury bills. It was a rare occurrence.

    By David Ashworth
  • uploads/// Year Treasury Note Issuance versus Bid Cover Ratio
    Company & Industry Overviews

    Market Demand Up for 3-Year Treasury Notes at April Auction

    Yield on three-year Treasury notes moved higher in the secondary market after the auction. It ended April 7 at 0.85% compared to 0.83% on April 6.

    By David Ashworth
  • uploads/// Year Treasury Bond Issuance versus Bid Cover Ratio
    Company & Industry Overviews

    Strong Indirect Bidding at April’s 30-Year Treasury Bond Auction

    The overall demand at the 30-year Treasury bond auction remained weak with the bid-to-cover ratio reading 2.18, the lowest since May 2014.

    By David Ashworth
  • uploads/// Year TIPS Note Issuance versus Bid Cover Ratio
    Company & Industry Overviews

    Demand for Ten-Year TIPS Surges as the Fed Backs Off

    The U.S. Treasury auctioned ten-year TIPS worth $13 billion on March 19. The amount was lower by $2 billion from the January 22 auction.

    By David Ashworth
  • uploads/// Year Treasury Bond Issuance versus Bid Cover Ratio
    Company & Industry Overviews

    Indirect Bidders Flock to the 30-Year Treasury Bond Auction

    The monthly auction for the 30-year Treasury bond, or T-bond, was held on March 12 for $13 billion. It was $3 billion lower than the previous two auctions.

    By David Ashworth
  • uploads///Peers in ETFs
    Earnings Report

    How does BlackRock compare to its peers?

    How does BlackRock compare to its peers? BlackRock faces major competition from State Street and Vanguard.

    By Robert Karr
  • Financials

    Why the 26-week Treasury bill auctions see higher market demand

    Market demand was strong at the auction. It was impacted by high demand from overseas bidders. The share of primary dealer bids in the August 18 auction fell to ~48%—compared to ~65% in the August 11 auction. Direct bids increased marginally to ~4% of the competitive accepted bids. The percentage of indirect bids increased to ~48% from ~32%.

    By Phalguni Soni
  • Financials

    Key investor takeaways from the 3-year US Treasury notes auction

    The U.S. Treasury held this auction on August 12, putting $27 billion worth of securities on offer. The amount on offer was the same as July’s auction amount. Despite the same level of issuance, the bid-to-cover ratio was 10% lower at 3.03x—compared to 3.38x in the July auction.

    By Phalguni Soni
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