Read or watch the latest opinions from our fund managers and other experts.
Historically, this has often been the case. But this time may be different.
In our long experience as global investors, we understand investing to be the art and science of making decisions about the trade-offs between the opportunity for higher returns and the risk of pursuing those returns. Much of that information is not readily available to investors and sometimes those trade-offs are not always evident. To see them, we need the right information.
Five years ago, researchers at Invesco Investment Solutions debuted a robust methodology for developing capital market assumptions based on 10-year investment horizons.
Read our latest research and views on factor investing in fixed income, pension reform in China and low volatility anchoring and equal weighting. We also present a number of ESG case studies from our Henley Investment Centre.
We look at how an ‘Equity Enhanced Fixed Income' approach could offer insurers an attractive return profile, while providing equity risk management capabilities. And importantly, it can be delivered in a capital efficient way.
Our second global fixed income study provides insights on the views, opinions and experiences of 145 fixed income specialists, across pension funds (both defined benefit and defined contribution), sovereign wealth funds, insurers and wholesale investors including private banks, diversified fund managers, multi-managers, and model builders.
Invesco Fixed Income expects China’s Belt and Road Initiative (BRI) to improve both regional connectivity and foster infrastructure development and economic growth, creating potential opportunities for bond investors. We explore the sectors that are likely to benefit the most from an increase in infrastructure spending and regional trade.
Is the recent sell-off in BBB-rated bonds a sign of worse things to come, or has the market over-reacted? Are there stabilizing trends on the horizon?
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European investors continue to face low yields in the investment grade universe, they are looking for ways to deliver risk-adjusted returns and improve diversification. US fixed income universe could be a good option for European-based insurers.
Could the prolonged global expansion continue? Clive Emery believes so, providing fiscal and monetary policies remain supportive.
2019 promises to be a challenging environment, but Ian Hargreaves and William Lam think emerging markets will be able to withstand the pressures.
European headlines are dominated by negative sentiment, but Jeff Taylor believes it’s important to focus on the fundamentals.
With new risks on the horizon for bonds and equities, can exchange-traded fund strategies help investment portfolios?
Our third global factor investing study draws on views and opinions from 300 interviews with institutional and wholesale factor investors to provide insights on a wide range of themes including factor adoption and allocations, perceived barriers and future intentions.
Digital technology makes it feasible to monitor and connect everything from buildings to street lights to self-driving cars, and potentially allow governments to provide city services more efficiently. However, cities need private investment to realise their smart city goals.
The fourth industrial revolution has the potential to transform economic and financial activity at global, national, firm and household levels. We discuss some of the key transitional challenges that are unfolding via digitisation, automation and artificial intelligence.
From the crisis in Turkey to upcoming remarks by the Federal Reserve Chair, there are no shortage of issues for investors to watch this week.
Activity in currency markets has more than tripled in the last two decades. Last week brought currency pressure in the UK, China, Iran and — most dramatically — Turkey. And the situation could get worse before it gets better.
In our latest paper we discuss how a factor lens approach may help to attribute previously unexplained returns - and so link performance directly to the factor-driven investment process.
In the latest edition of Risk & Reward we compare factor investing to traditional active and passive approaches and look to clarify where and how factor investing fits into the investment landscape.
We believe the adoption of fixed income factors allows investors to better decide which risks and returns are appropriate for their portfolios. We discuss our four-factor model for credit – liquidity, quality, value, momentum and the multi-factor approach.
Investors need income, but how can it be generated in a low-return environment? We present three alternative real estate asset classes that may cater to investors’ income needs: European hotels, US real estate and global income securities.
Inside the latest issue of Risk & Reward magazine we look at how digital lenders are disrupting the status quo and a global perspective on crowdfunding, and share insights and research covering a range of themes.
In this video Georg Elsäesser discusses some of the key findings from our Global Factor Investing Study.
Since 2013, we’ve conducted over 320 interviews with sovereign investors around the world. Our 5-year anniversary review features key insights and considers what the future may hold.
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In a world increasingly averse to risk and intolerant of inequality, we explore the growing importance and effectiveness of sustainable factor investing.
Today, many institutional investors are adding hotel real estate to their portfolios to achieve diversification, to help boost income in their multi-asset portfolios and for liability matching requirements given the longer dated income.
The PRI (Principles for Responsible Investment), has released the results from its 2017 Assessment Report.
In this whitepaper we discuss how institutions can overcome the challenges with regards to proxy voting and maximize the opportunities with regards to responsible investment.
Disruptive technologies and trends are radically reshaping the investing landscape daily across sectors, asset classes and geographies. This paper examines the advent of driverless cars.
Learn about driverless cars and their potential implications
The European equity team in Henley has been overweight the energy sector since late 2013. With renewed commodity weakness of late, why do the team continue to add to positions?
While government bonds have historically been considered effective diversifiers against growth, Invesco Fixed Income believes it makes sense to consider “quality currencies” as an alternative diversifier.
Our fifth Invesco Global Sovereign Asset Management Study seeks to provide unique insights into the investment objectives and behaviours of sovereign investors during a challenging investment environment.
As investors in European and Global Smaller companies, Oliver Collin and I often think about innovation as one of the key value drivers of the stocks we own in our portfolios. We see innovation as a driver of multiple benefits; sustained growth, new market opportunities, strengthening existing market shares, creating efficiencies and margin improvement. Simply put, innovation enhances company returns.
As the trend toward global investing grows, managing foreign exchange risk takes on increasing importance. We provide a simple currency management roadmap to guide the decision making process.
