Stay up to date with the latest twists and turns of global markets and macroeconomic news and views from our global market strategists and investment teams.
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.
The cash trap: Why doing nothing with your money can cost you
When interest rates are higher holding cash can have appeal and feel comfortable, due to its low risk approach. But could too much comfort be preventing you from building your wealth to its potential over the long term? Find out more.
Monthly fixed income update
Following the bounce in March, fixed income markets performed poorly in April, as rate cut expectations were pushed back once more. Read our latest thoughts on how fixed income performed and what we think you should be looking out for in the near term.
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.
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.
April 2024 MPS Market Review
The stunning comeback from global stock markets stalled in April as uncertainty about interest rate policy checked investor confidence.
Bitesized bonds: catch up on fixed income in under three minutes
Each month brings a new, easily digestible instalment. Catch up on all things fixed income in under three minutes.
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.
Unfixing income: How we have started positioning for tighter market conditions
In tighter market conditions, we share how we have started positioning our fixed income portfolios with our flexible approach to asset allocation. Capital at risk. Marketing communication
The big headlines of quarter 1 2024
In this regular piece, we summarise the key headlines from the quarter that have impacted investment performance. Feel free to download and share it directly with your clients or read our interpretation for further commentary.
The German tortoise and the US hare
In Uncommon Truths, Invesco experts Paul Jackson and Andras Vig’s provide a regular in-depth look at the big topics impacting markets.
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.
Q1 2024 – Invesco Model Portfolio Service Market Update
Equity markets continued their impressive form in March and the loosely defined US Tech sector made the most significant contribution to Q1 returns. Meanwhile, the resurgent Energy sector helped the UK bourse to enjoy relative success whilst Japanese equity performance was also pretty eye-catching. However, another relatively disappointing quarter for Emerging Markets.
Kristina Hooper
BA degree, MBA
Arnab Das
BA from Princeton University and PhD from London School of Economics
Paul Jackson
BSc in Economics from the London School of Economics and a Master of Philosophy in Economics from Oxford
