Follow our equity investment teams as they navigate the latest trends and news that will drive future alpha opportunities.
South Korea: Reforms to resolve the ‘Korea discount’ will improve shareholder returns and valuations
In Korea, corporate governance reforms look set to tackle the ‘Korea discount’ and improve shareholder returns and stock valuations. Find out more.
Why invest in the emerging markets without China?
Emerging markets ex China are offering investors substantial opportunities, helping them diversify portfolios and reduce country concentration risk. Find out more.
Equities investment outlook: our equity market predictions for 2024
It’ll be a challenging backdrop for equities in 2024. From an investment perspective, company fundamentals are likely to become more important. Read our investment outlook for more.
Why invest in Asia now?
Asia’s growth story is well known. But Asian equity markets are far from homogenous, and this creates attractive opportunities for stock pickers. Find out more.
CIO outlook: What are the investment opportunities for 2023?
Discover in our CIO outlook what the investment opportunities are for 2023 and why it is a market for fundamentally driven active investors. Find out more.
Invesco Global Factor Investing Study 2022
Welcome to Invesco’s seventh annual Global Factor Investing Study, incorporating the views of 83 institutional investors and 68 retail investors, collectively responsible for managing $25.4 trillion in assets.
Equities: War, energy shocks and ‘apocalyptic’ inflation – finding opportunities amid uncertainty
War, energy shocks and ‘apocalyptic’ inflation – things have escalated a lot since year-end. But what impact have these crises had on equity markets, and did our views materialise? We share our thoughts.
Circular economy: unearthing investment treasures in the trash
The second instalment of our thematic sustainability blog series discusses what a circular economy is. We look into what’s required for it to be successful, and how it can generate unique investment opportunities.
UK equities: an enhanced approach to corporate governance
Good governance is a cornerstone that gives lasting strength to a company. In the UK Equities Team, we have long recognised its importance. In this paper, we outline our governance approach in detail and provide an engagement case study.
Don’t give up on earnings in 2022
Markets seem reluctant to believe that earnings in Europe can grow at all in 2022. Our European equities team believes this provides more of an opportunity than anything else. Find out why.
Finding opportunities in a digital world
Savvy shoppers tend to scan the high street for essentials, but they also find hidden gems off the beaten path. Taking an active approach to investing in the consumer space allows us a similar flexibility: we can invest in well-established benchmark names, but still have the freedom to search for emerging companies that we believe are set to thrive.
Merits for a dedicated China allocation
The economic success of China presents appealing investment opportunities in a broad range of sectors. Not only that, but efforts to loosen the reigns have enabled much easier access to its financial markets.
Style versus substance: Why I’m not concerned about the ‘growth or value’ debate
I often get asked about my team’s outlook, or our thoughts on “What’s the market going to do from here?”.
Why China remains a springboard for electric vehicles
Even as COVID-19 decimated global car sales, China’s EV sales still managed to grow by 12% during 2020, accounting for roughly 50% of EV sales globally.
The changing face of retail
The internet has changed the way we shop dramatically...
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