Equities
Why China over India?
Willian Lam, Co-Head Asian & EM Equities shares insights from the team on why they believe there is a contrarian opportunity in being overweight China and underweight India.
8 April 2024
Equity insights
Follow our equity investment teams as they navigate the latest trends and news that will drive future alpha opportunities.
Equities
Asian stocks set to outperform
Asian stocks, as a group, have underperformed relative to other stock markets in recent years. According to Invesco's Asia-focused fund manager, there is reason for investors to refocus their attention on the region.
4 April 2024
Equities
Indian equities - the fundamentals, trends and beyond (Part 3)
The Indian stock market has demonstrated robust growth, resulting in above-average valuations. Read on to learn the reasons behind this.
5 March 2024
Equities
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.
19 February 2024
Market
How much does January matter for year-long stock performance?
Is stock performance in January indicative of what performance will be for the full year? Our research shows that the “predictive power” of January has been overstated.
13 February 2024
Equities
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.
1 February 2024
Equities
Indian equities - the fundamentals, trends and beyond (Part 2)
There are countless investment opportunities in India, and we selected four fundamental trends that are worth long-term investors’ attention
5 January 2024
Investment Outlook
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.
4 December 2023
Equities
Indian equities - the fundamentals, trends and beyond (Part 1)
India has become the top performer among emerging Asian countries.
29 November 2023
Equities
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.
22 May 2023
Investment Outlook
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.
14 December 2022
Factor Investing
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.
26 September 2022
Equities
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.
14 June 2022
Equities
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.
17 January 2022
Equity
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.
11 January 2022
