Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.
A dramatic repricing of risk in the first few months of 2025 has led to unpredictability in the once unstoppable US large cap equity relative to its global counterparts. Discover the implications for long-term allocations in our latest Capital Market Assumptions report.
There is a perception that US assets have recently moved from being core portfolio holdings and stable stores of wealth, to become riskier assets. We outline the investment implications of this. Find out more.
We cover a wealth of recent data reports and explore what they could mean for the path of growth going forward.
2025 has been a roller coaster ride for markets. Comments on tariffs and on Federal Reserve Chair Jerome Powell led to a recent upswing.
We are positive on investment opportunities in China’s consumer sector after the government introduced their Consumption Boosting Action Plan in mid-March. Find out more.
Investor interest in China equities is rising. Together with supportive government stimulus policies as well as strong economic indicators, this piece unpacks why we expect to see this positive momentum continue.
Sharp shifts in US tariff policies have disrupted markets. Here’s insight on what it might mean for private real estate investments.
We believe China’s rental housing market presents significant long term opportunities for investors, driven by supportive government policies, changing lifestyle preferences, and technological adoption.
Is the current short-term noise and volatility an early indicator of a cyclical movement or a structural shift in commercial real estate investing?
Paul Jackson in Invesco’s GMS Office shares his quarterly outlook on the currency markets. Find out more.
In this episode, Chris Crea and Lisa Ren discuss how investors in Asia can rethink their fixed income exposure through bank loan and CLO ETFs. Listen to the podcast to learn more.
This piece looks at ETF investment implementation, the benefits and pitfalls of different execution methods, and what we believe are the best practices for ETF trading. Find out more.
The gold price gained 9.3% in March, ending the month at an all-time closing high of US$3,124. This built on the metal’s strong start to the year, with the 19.0% return in Q1 the best quarterly performance since Q3 1986.
The drivers of asset prices and how to unlock their potential
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.