Insurer Investment Management Insights – Issue 1
In our first issue of Insurance Investment Management Insights, our experts offer their insights on the crucial topics which are likely to impact insurance companies.
Read or watch the latest opinions from our fund managers and other experts.
In our first issue of Insurance Investment Management Insights, our experts offer their insights on the crucial topics which are likely to impact insurance companies.
Invesco’s Future of Europe series aims to address some of the most pressing questions surrounding the euro, the eurozone (EZ) and the European Union (EU), whilst also examining Europe’s troubled past, uncertain present and possible future. The second paper in the series, The Survivability of the Euro, comprises three parts, of which Reform, Relevance and Robustness is the first. In this paper we analyse the vital issue of imbalances between member states and explore the conflicts that they generate.
Five years ago, researchers at Invesco Investment Solutions debuted a robust methodology for developing capital market assumptions based on 10-year investment horizons.
European headlines are dominated by negative sentiment, but Jeff Taylor believes it’s important to focus on the fundamentals.
In our first ‘Future of Europe’ white paper, former Deputy Prime Minister of Poland Jacek Rostowski and Invesco Global Market Strategist Arnab Das analyse the tensions reshaping Europe in the era of Brexit, Trump and Putin.
By imposing tariffs on close allies — with the rationale of alleviating national security concerns — the US runs the risk of alienating those allies.
The way market participants are investing is changing rapidly for many – on one side we see an increasing need for reduced costs, and on the other, value added is becoming ever more important.
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.
With the US Federal Reserve gradually normalising interest rates, the US economy appears to be in good shape. Can President Trump take any of the credit?
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?