EU and UK diverge in the race to regulate artificial intelligence
We examine how EU and UK policymakers are responding to developments in the use of artificial intelligence and compare their respective regulatory approaches.
European politics and regulatory outlook: creating stability amid adversity
In a tumultuous year, both the EU and the UK have faced unprecedented storms from all directions. We share our outlook on politics, regulation and policy for 2023.
Bye bye Mutti: Priorities for Germany’s coalition government
A key component of the new German government’s climate-related objectives is phase out coal and nuclear energy. But several challenges lie in wait.
Appetite for Change Part IV: The quest for food security
Despite the scale of the challenge amid a “perfect storm”, there is growing reason to believe the quest to feed all of humanity can at last be achieved.
2022 Global TCFD Report
Our fourth annual TCFD Report provides a comparable, investor-relevant disclosure on our activities and capabilities in climate-aware investing. Find out more.
Economic Transition Monitor: the path to net zero
Welcome to our Economic Transition Monitor (ETM). In this report we track global efforts to reach net zero emissions and attempts to limit the impact of climate change.
Appetite for Change Part II: The search for sustainability
ESG factors constitute financially material risks for intensive food production such as aquaculture companies. Many of these risks can be managed in a sector that will clearly have an enormous role in reshaping food production for the better.
How can green bonds support the net zero transition?
A huge amount of financing will be required to meet the targets of the Paris Agreement. Green bonds – and a range of other debt instruments – have been developed to support these targets.
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.
2020 Climate change report: Tracking against climate goals
Invesco’s second Climate change report looks at how to build a climate-resilient future through engaging with others and using frameworks such as the TCFD and the NZAMI. Find out more.
How Invesco Fixed Income (IFI) integrates ESG
At Invesco Fixed Income we recognise the importance of applying ESG principles in everything we do. This is because we believe ESG investing is key to the sustainable future of our planet and our clients’ investments.
ESG@Invesco virtual event takeaways
1 day-long event, made up of over 13 sessions in four languages, all covering key topics and ideas around sustainability
Private credit: A case for senior loans
The uncertain US macroeconomic backdrop with inflation pressures, interest rate hikes, and a potential recession was a significant focus throughout 2023. Despite these challenges, we see three compelling reasons to consider investing in senior secured loans now.
Private credit quarterly roundup: Yields still hover at record highs and offer attractive relative value
Invesco’s bank loans, direct lending and distressed credit teams to share their views as the first quarter of 2024 wraps up.
As the window to meet the Paris target narrows, climate adaptation will be essential
Recent climate data suggests that the pathway to limiting global warming to 1.5OC is narrowing – and narrowing quickly. In this short video, Invesco’s Global Debt Team discusses the role climate adaptation will play in addressing this challenge, before delving into the opportunities for investors.
Fund manager Q&A: Are we entering a new era for global bond markets?
Fixed income experts from our Global Debt team discuss today's constantly evolving macroeconomic landscape. Watch the video round-up or read the full Q&A.
Invesco’s Global Debt Team: An active approach to EM sovereign ESG investing
The Invesco Fixed Income Global Debt Team presents its expertise and differentiated approach to environmental, social and governance (ESG) investing. Find out more.
Bitesized bonds: fixed income insights every month
Each month brings a new, easily digestible instalment. Catch up on all things fixed income in under four minutes.
Floating rate features and “senior” status: further opportunity ahead for private credit assets
Experts from our bank loans, direct lending and distressed credit teams share their views on the market environment today, and what to look out for in the coming months.
Fixed income in 2023: Invesco’s flexible approach for navigating market uncertainty
We share our scenario analysis to help clients navigate an uncertain landscape. Our base case is that inflation has peaked – in which case we favour high yield credit and emerging market assets. Should inflation prove more persistent, with a deeper recession on the cards, then cash and government bonds are the order of the day. Read on for details – and for why we favour investment grade credit in both scenarios.
Government debt: a cushion during periods of uncertainty
Government bonds tend to perform well in turbulent times and can help diversify risk in multi asset portfolios. Often viewed as a possible buffer for volatile equity and other riskier markets, government bonds serve as a core allocation for investors.
Private Credit: An alternative asset class to boost yields, lower volatility and diversify portfolios
Private Credit is an all-weather asset class for a diversified portfolio that works in a variety of economic environments, offering historically attractive current income.
High yield credit and subordinated debt: enhanced income possibilities
After a dramatic market reset in 2022, the high yield market is now living up to its name.
Investment grade credit: quality meets opportunity
Explore the key risks and benefits, as well as some case studies from our investment teams.
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.
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?
An overview of major cryptocurrencies
Cryptocurrencies have grown rapidly but are poorly understood. In this updated piece, we explore cryptocurrencies from their birth during the global financial crisis to today’s approx. $1.0 trillion market cap.
Alternative opportunities: What’s the outlook for private credit, private equity and real assets?
In each new edition, we look at the outlook for private market assets. In particular, we focus on private credit, private equity, real estate, infrastructure and commodities.
Three reasons to consider real estate credit now
The time may be right for investing real estate credit - higher yield potential, reduced basis, and opportunities for alternative lenders due to proposed capital requirements for banks signal potential positive outcomes.
Central bank digital currencies: the future of money?
Central Bank Digital Currencies (CBDCs) are a digitalised fiat currency. Currently, 130 countries are actively researching CBDCs encompassing 98% of world GDP. Some smaller central banks in the Caribbean have already issued CBDCs, and China has continued its gradual expansion of its ‘Digital Yuan’ pilot project. So what’s the big deal?
Risk & Reward - 4th issue 2023
Subtle differences in factor definitions can profoundly impact performance, and a crucial decision is whether to rely on a single or multiple factor signals. We present an approach that may help investors improve factor premiums by diversifying across signals and removing exposures to unrewarded risks.
Real estate 2024 investment outlook
Investing through market corrections has historically driven outperformance for real estate investors. We believe this will continue into 2024.
Insurance Outlook 2024
2024 should mark the beginning of the end for reforms to Solvency II. Having fired the starting gun in February 2019, almost four years later the Commission, European Parliament and European Council are negotiating the final contours of the reform package.
Risk & Reward - 3rd issue 2023
Finance and investment are constantly evolving – and the latest advancements draw on the results achieved in the past. The new edition of Risk & Reward reflects this emergent continuum by reporting on our most recent progress in responsible investing.
Asset tokenisation: A beginner’s guide
Asset tokenisation is growing in prominence. Several use cases are already emerging, including in our financial system. Regulation and standardisation will play a role in its future adoption though.
Risk & Reward - 2nd issue 2023
Lower for longer is over – and the traditional negative correlation between stocks and bonds has vanished, at least for the time being. This issue of Risk & Reward features two articles that analyze what this means for portfolio insurance and asset allocation.
Megatrends reshaping our world
Looking ahead, we do see the light at the end of the tunnel and the eventual normalization of economies from the disruption of Covid-19. However, the ‘brave new world’ that awaits us post-pandemic is probably going to be very different from the world we’ve left behind.
This year’s Black Friday reflects changing consumer behaviour
As retailers entice consumers with plenty of deals on Black Friday, we take a look at consumer trends, and ask ourselves: can inflation spoil Christmas?
How Blockchain could improve Supply Chain Management
Supply chains can be considered the “Eighth Wonder of the World”. Today's historically unprecedented level of prosperity, which is enjoyed by more and more people all around the globe is highly dependent on functioning supply chains. Incidents like COVID-19 or the Suez Canal blockage have shown this in an impressive way.
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?”.
What drives the Asian consumer?
We believe Asian consumer demand represents one of the most exciting consumer stories in investment history. Supported by a large population base and fast economic growth, Asia’s consumer economy is simply massive.
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.
Why consider investing in emerging market local debt?
Discover why emerging market local debt can potentially outperform over the next couple years after the asset class sold off in 2022. Find out more.
Choosing a different path: divergent interest rate hiking cycles create emerging market opportunities
Interest rate hikes have been used to combat inflation in emerging markets. But will the different approaches adopted by central banks lead to opportunities?
EMLD World Tour October 2021: Czech hikes
Join us on the latest stretch of our world tour! Wim Vandenhoeck and Gerald Evelyn arrive in the Czech Republic and chat all things inflation.
What drives the Asian consumer?
We believe Asian consumer demand represents one of the most exciting consumer stories in investment history. Supported by a large population base and fast economic growth, Asia’s consumer economy is simply massive.
