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.
China stands firm as Trump proposes a fresh round of tariffs
With expectations of a lower-return environment in the future, we explore how investors can position their portfolios using factors in an attempt to enhance performance.
In our latest Investment Stewardship & Proxy Voting Annual Report, we highlight our commitment to responsible investing and how we seek to generate both financial and sustainable value for our clients.
In the complex insurance regulatory environment, Elizabeth Gillam, Head of EU Government Relations and Public Policy at Invesco, based in Bruxelles, brings her lights on the crucial topics which actually impact insurance companies.
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.
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.
Heading into an uncertain 2019, diversification must be top-of-mind.
A decade on from the global financial crisis, we’re seeing a mixed bag of growth. What does Nick Mustoe think looking further ahead?
Could the prolonged global expansion continue? Clive Emery believes so, providing fiscal and monetary policies remain supportive.
Divergence, disruption and debt overhang – three key themes to watch in 2019. Read Kristina Hooper and Arnab Das' outlook.
Stuart Edwards, Thomas Moore, Michael Matthews and Julien Eberhardt of the Henley Fixed Interest team provide their 2019 investment outlook.
Rob Waldner of the Invesco Fixed Income team gauges the ripple effects of the softening of economic growth.
With new risks on the horizon for bonds and equities, can exchange-traded fund strategies help investment portfolios?
Following a year of turmoil, John Greenwood, Invesco's Chief Economist, shares his thoughts for the global economy in 2019.
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.
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?
Invesco Global Market Strategist Kristina Hooper examines what this may mean for investors.
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.
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 recent weeks, the prospect of a global trade war has emerged more clearly and presents major consequences for global markets. While the implications are difficult to assess, a tightening of financial conditions could be strong enough to significantly curtail US growth.
Will political events derail the business cycle expansion?
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.
With the US applying aluminum and steel tariffs to Canada, Mexico and the European Union, and exploring tariffs of up to 25% on imported cars, free trade is being threatened.
Recent data suggests that the global economic expansion is slowing down. Should we be concerned?
In the latest Risk & Reward magazine we discuss bitcoins and other cryptocurrencies, look at what makes blockchain technology so interesting and why a wide variety of industries are so fascinated by the long-term potential of cryptotokens.
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.
Exploring the potential for populism, protectionism and pressure on debtors: Last week brought renewed focus to three areas of concern: populism, protectionism and pressure on debtors. It appears that we may be moving closer to certain outcomes that could be of concern to markets.
As inflation fears effect the markets we share our outlook for global bond markets.
Our first Invesco Global Fixed Income Study explores the key themes within this topical asset class through the views, opinions and experiences of 79 leading fixed income specialists.
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.
While broad adoption of factor investing is still well in the future, a multi-asset multi-factor strategy permits full utilisation of all potential benefits of factor investing, and therefore represents a natural evolution.
Many investment approaches used for portfolio construction are based on efficient frontiers, notions of stable correlations and normal distribution assumptions. But how will they cope once chaos enters the market?
While factor investing is quite established in equities, there is less academic research and a much shorter track record when it comes to fixed income portfolios. We believe credit offers the best place to start factor investing.
Asset class correlations have risen significantly since the global financial crisis, making traditional portfolio diversification strategies challenging. We discuss how three key macro factors can aid asset allocation.
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.
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.
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.
