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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.
The PRI (Principles for Responsible Investment), has released the results from its 2017 Assessment Report.
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.
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?
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?
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.
Senior Secured Loans have been gaining interest from European insurers. This paper considers how the asset class may fit within an insurance company’s investment strategy.
In a yield-starved, low-growth, low inflation world, emerging markets with higher real growth, inflation and the associated underlying economic vigour may offer an attractive proposition for developed market investors.
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.
The global economy is experiencing its broadest and strongest upturn for five years. However, what are the likely risks that could derail the current expansion cycle?
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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.
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.
In this video we discuss Invesco’s commitment to responsible investing, our proprietary proxy voting platform and how we can help clients execute responsible investing strategies within their portfolios.
In this video Georg Elsäesser discusses some of the key findings from our Global Factor Investing Study.
