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.
Five years ago, researchers at Invesco Investment Solutions debuted a robust methodology for developing capital market assumptions based on 10-year investment horizons.
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.
Global market are facing several issues, including the fast-approaching deadlines for another US government shutdown, a US-China trade deal, and Brexit.
Is a real winner possible in the US-China trade war? In an era of globalization, trade wars mean losses for all sides.
A decade on from the global financial crisis, we’re seeing a mixed bag of growth. What does Nick Mustoe think looking further ahead?
2019 promises to be a challenging environment, but Ian Hargreaves and William Lam think emerging markets will be able to withstand the pressures.
Increased volatility will require a more balanced portfolio. Read Simon Laing’s outlook for US equities
Divergence, disruption and debt overhang – three key themes to watch in 2019. Read Kristina Hooper and Arnab Das' outlook.
European headlines are dominated by negative sentiment, but Jeff Taylor believes it’s important to focus on the fundamentals.
Following a year of turmoil, John Greenwood, Invesco's Chief Economist, shares his thoughts for the global economy in 2019.
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.
With problems in emerging markets continuing to grab headlines and an escalation of the tariff wars between the US and China, how concerned is John about the potential impacts on the global economy?
Will political events derail the business cycle expansion?
Recent data suggests that the global economic expansion is slowing down. Should we be concerned?
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.
The balance sheet of the US Federal Reserve has expanded strongly in recent times due to the impact of quantitative easing. At some point, this process will need to be reversed. How will the US central bank go about shrinking its balance sheet and will it be disruptive to financial markets?
Throughout 2016 it looked like value investors were coming back into fashion, but it was not to last long.
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.
