Quick Read Invesco Semiconductors ETF (PSI) returned 46% over the past year through equal weighting across 30 semiconductor companies. PSI holds only 3.86% in NVIDIA and excludes Taiwan Semiconductor and ASML entirely despite their critical supply chain roles. Investors rethink ‘hands off’ investing and decide to start making real money When individual semiconductor stocks can swing from losses to profits within two years, or when analyst estimates miss by over 1,000%, individual semiconductor stoc ...

Core Viewpoint - The article evaluates the Invesco Taxable Municipal Bond ETF (BAB) as a potential investment option at its current market price, emphasizing the importance of quality investing and diversification for long-term success [1]. Group 1: Investment Strategy - The investment strategy focuses on investing in quality assets, diversifying the portfolio, and adding to positions at opportune times while maintaining a long-term perspective [1]. - The article highlights the importance of avoiding high-risk chasing and following advice that is not well understood, which can lead to pitfalls in investing [1]. Group 2: Fund Management and Features - The Invesco Taxable Municipal Bond ETF is managed by Invesco and is part of a broader investment strategy that includes managed income portfolios targeting safe and reliable yields of approximately 8% [1]. - The fund aims to leverage high-yield opportunities within the CEF and ETF space, catering to both active and passive investors of varying experience levels [1]. - A significant feature of the fund is that the majority of its holdings are monthly-payers, which facilitates faster compounding and provides steady income streams [1].

Core Perspective - The investment strategy is informed by a background in the oil and gas sector, emphasizing efficiency, carefulness, and discipline in decision-making [1] Investment Focus - The company has a sustained interest in U.S. equity markets, particularly in technology, energy, and healthcare sectors [1] - The investment approach has evolved from growth investing to a blend of value and growth, focusing on the underlying economics of businesses [1] Competitive Advantage - There is an emphasis on evaluating the durability of a company's competitive advantage, referred to as its "moat," and its ability to generate consistent free cash flow over time [1] Investment Philosophy - The philosophy includes a conservative orientation, seeking to minimize downside risk while looking for upside potential [1] - As retirement approaches, there is a shift towards prioritizing income-generating assets such as dividend-paying equities and REITs [1] Community Engagement - The company values participation in a community of investors to share insights on real-world business fundamentals and intelligent investing [1] - There is a commitment to investing in ecologically sensitive businesses, reflecting a broader concern for environmental impact [1]

A pair of intriguing value stocks are standing out after exceeding Q4 earnings expectations on Tuesday morning with respect to auto giant General Motors (GM)  and investment management leader Invesco (IVZ) .Spiking over +50% in the last year respectivley, GM and Invesco stock have impressively outperformed the broader market. That said, both stocks are still trading at noticeable discounts to the benchmark S&P 500 and many of their respective industry peers in terms of various valuation metrics.Following th ...

Core Insights - Invesco Ltd. is a significant player in the investment management industry, competing with firms like BlackRock and Vanguard [1] Financial Performance - Invesco reported earnings per share (EPS) of $0.62 for Q4 2025, exceeding the estimated $0.57, representing an 8.03% positive surprise and an increase from $0.52 in the previous year [2][6] - The company's revenue for the quarter was approximately $1.26 billion, slightly below the estimated $1.31 billion, but still an 8.8% increase year-over-year, and it exceeded the Zacks Consensus Estimate of $1.24 billion by 1.39% [3][6] Assets and Growth - Invesco achieved record assets under management of $2.2 trillion, with net long-term inflows exceeding $19 billion, reflecting a 5% annualized organic growth [4][6] Financial Metrics - The company has a price-to-earnings (P/E) ratio of approximately 11.63 and a price-to-sales ratio of about 1.91, with a low debt-to-equity ratio of 0.12, indicating conservative debt usage [5] - A current ratio of 1.79 suggests a strong ability to cover short-term liabilities [5]

Key Takeaways IVZ posted Q4 adjusted EPS of 62 cents, topping estimates, as shares gained 4% in the pre-market trading.Invesco's adjusted revenues rose 8.8% y/y to $1.26B, aided by higher average AUM and QQQ Trust conversion.IVZ ended Q4 with record AUM of $2.17T, up 17.5% y/y, supported by $19.1B in long-term inflows.Invesco’s (IVZ)  fourth-quarter 2025 adjusted earnings of 62 cents per share surpassed the Zacks Consensus Estimate of 57 cents. The bottom line increased 19.2% from the prior-year quarter.Sha ...

Canada strategic partnership: Invesco announced a deal with CI Global Asset Management under which CI GAM will acquire Invesco’s Canadian mutual fund and ETF complex (100 funds, about $19 billion in AUM). Invesco will remain sub-advisor on 63 funds totaling about $10 billion in AUM. Dukes said the transaction is expected to close toward the end of the second quarter, with an operating income headwind beginning in the third quarter.Asset sales and joint ventures: Invesco completed the sale of Intelliflo to C ...

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Core Insights - The Invesco RAFI Developed Markets ex-U.S. ETF (PXF) has achieved a 22.4% return over the past year, with a maximum drawdown of only 8.3%, indicating strong demand for international value exposure as investors shift away from U.S. growth stocks [1][2] Performance Comparison - PXF outperformed the iShares MSCI EAFE ETF (EFA) which returned 18.7% and the SPDR S&P 500 ETF Trust (SPY) which returned 19.2% during the same period, highlighting a significant shift in market leadership away from U.S. mega-cap technology [2] Dollar Dynamics - A key factor in the strong performance of international equities is the weakness of the U.S. dollar, which enhances the value of foreign earnings when converted back to dollars for U.S. investors [3] - The dollar's decline is influenced by expectations of Federal Reserve rate cuts and a narrowing interest rate differential with other developed economies [3][4] Methodology and Value Rotation - PXF employs a fundamental weighting methodology that favors companies based on their business strength rather than market capitalization, effectively capturing the value rotation towards sectors like financials and energy [6][7] - The fund's top holdings consist of cash-generative businesses that align with the RAFI metrics of sales, cash flow, and dividends, positioning it well for the current market trend [7] Future Outlook - The combination of dollar weakness and value outperformance is expected to create a favorable environment for fundamentally-weighted international exposure, making it a critical dynamic to monitor in the coming year [8]

Invesco (NYSE:IVZ) Q4 2025 Earnings call January 27, 2026 09:00 AM ET Company ParticipantsAllison Dukes - CFOAndrew Schlossberg - CEOGreg Ketron - Head of Investor RelationsConference Call ParticipantsAlexander Blostein - AnalystBenjamin Budish - AnalystBrendan Hawkins - AnalystBrian Bedell - AnalystDaniel Fannon - AnalystGlenn Schorr - AnalystWilliam Katz - AnalystOperatorWelcome to Invesco's fourth quarter earnings conference call. All participants will be in listen-only mode until the question and answer ...