Market
Monthly Market Roundup cov. April 2024
In our monthly market roundup for April, Invesco experts give a rundown on a mixed month for global equity markets, plus an overview of bond markets.
Big picture insight and analysis drawn from our global team of economists, strategists and policy experts.
Sign upMonthly Market Roundup cov. April 2024
In our monthly market roundup for April, Invesco experts give a rundown on a mixed month for global equity markets, plus an overview of bond markets.
A cooler US jobs report gives hope for a Federal Reserve rate cut
Is the US economy softening or heading for a substantial slowdown? We discuss the latest jobs report and what copper prices are telling us about global growth.
Stagflation? Sticky inflation? Seven reasons for investors to be positive
Higher-than-expected inflation has prompted questions about stagflation and when the Federal Reserve will cut interest rates. I discuss seven reasons for investors to be positive.
Rising Treasury yields, falling oil prices, and hawkish talk from the Federal Reserve
A rising 10-year US Treasury yield, falling oil prices, eurozone disinflation, and strong US economic data made market headlines last week.
When will central banks cut interest rates?
I expect the US Federal Reserve, the Bank of Canada, and the European Central Bank to cut rates in June, and the Bank of England to cut as soon as May.
Finding victories in a confusing first quarter for global markets
“Central bank speak” caused confusion and led to some first-quarter market swings, but global markets experienced some “little victories” that may have been easy to overlook.
A momentous week for monetary policy bodes well for markets
Japan ended its negative interest rate policy and the Swiss became the first developed central bank to cut rates this cycle. I expect to see a small cascade of developed central banks begin to enact rate cuts in 2024.
How could a Trump or Biden victory impact geopolitics? Takeaways from our webinar
Discover how a Trump or Biden victory could impact geopolitics in the first of our three-part webinar series on the policies, the politics and the results of the US presidential election.
The Japanese stock rally may have more room to run
Some say that the Japanese stock market rally has priced in all the improvements in Japan’s economy. But I believe Japanese equities have more room for growth.
Monetary Policy Madness: Will central banks’ strategies be successful?
Investors are closely watching the Federal Reserve, Bank of Canada, and European Central Bank in their battle against inflation.
China, the Federal Reserve’s dot plot, and other things to watch in March
We share five observations — about China’s National People’s Congress, Federal Reserve rate cuts, and more — that we’ll be watching closely in March.
Could the 2024 US presidential election affect market performance?
The 2024 US presidential election is coming. History suggests that investors likely don’t need to worry about what the results mean for the economy and markets. If you’re a professional investor, find out from our global market strategist, Brian Levitt, why markets don’t care about elections.
Global Fixed Income Strategy Monthly Report
In our regularly updated macroeconomic analysis we offer an outlook for interest rates and currencies – and look at which fixed income assets are favoured across a range of market environments.
Climate investing: mitigation and adaptation
Climate change is challenging societies and to address the risks it’s essential we invest in mitigation and adaptation strategies. Find out more.
Monthly Market Roundup cov. April 2024
In our monthly market roundup for April, Invesco experts give a rundown on a mixed month for global equity markets, plus an overview of bond markets.
Africa 2024: A continent of investment opportunity
We believe Africa will be the economic and investment story of this 21st century. In our second Africa report, Paul Jackson and members of Invesco’s global market strategy team outline the attractive and solid fundamentals that may define the next two-to-three decades for the continent.
Monthly gold update
The gold price rose by 2.5% in April; the metal again broke multiple price records. We believe the key drivers for the upward trend in the gold price remain intact. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
Tactical asset allocation
Welcome to our Tactical Asset Allocation hub. Here you’ll find a selection of the most recent research from Invesco Solutions. Read our latest analysis that covers market strategy and opportunities across various asset classes.
A cooler US jobs report gives hope for a Federal Reserve rate cut
Is the US economy softening or heading for a substantial slowdown? We discuss the latest jobs report and what copper prices are telling us about global growth.
Stagflation? Sticky inflation? Seven reasons for investors to be positive
Higher-than-expected inflation has prompted questions about stagflation and when the Federal Reserve will cut interest rates. I discuss seven reasons for investors to be positive.
Rising Treasury yields, falling oil prices, and hawkish talk from the Federal Reserve
A rising 10-year US Treasury yield, falling oil prices, eurozone disinflation, and strong US economic data made market headlines last week.
How global demographics drive global real estate opportunities
Global demographic shifts, like a declining, growing, or an aging population, in tandem with macroeconomic factors tend to generate real estate investment opportunities.
Asset allocation opportunities and market strategy | Spring fatigue
In our quarterly analysis, Invesco experts track major trends and structural issues that investors may want to consider when making asset allocation decisions. Read our latest analysis that covers market strategy and opportunities across various asset classes.
Bitcoin: To halve and to hold
The crypto market is preparing for the next Bitcoin halving. What does the halving mean and what are the longer-term prospects for investors in Bitcoin?
Sign up to receive the latest insights from Invesco’s global team of experts and details about on demand and upcoming online events.