Global On the lookout for ‘brown shoots’ in the US economy
I’m hoping not to find signs of a wilting economy, but recessions have historically been caused by policy mistakes, so it’s important to be vigilant.
March 19, 2025
Private credit quarterly roundup: Investment insights for 2025
Experts from Invesco’s bank loan, direct lending and distressed credit teams to share their views as the first quarter of 2025 begins.
Keep up with the market
Global The Big Picture: Global asset allocation 2025 Q2
The world seems a less certain place but we think falling policy rates and rising real wages will boost global growth. We expect this to favour cyclical assets.
March 19, 2025
Global In Focus: AI after DeepSeek
We think the AI competitive landscape is changing, with a renewed focus on efficiency and with more entrants into the market. Value capture from the IP of models may be shifting as open source models become more powerful.
March 14, 2025
Equities Takeaways from China’s Two Sessions point to continuation of growth recovery
Market sentiment in Chinese stocks has been further lifted following the government’s Two Sessions meetings. We outline the implications for China’s growth recovery.
March 17, 2025
Equities Could DeepSeek lead to re-rating of Chinese equities?
We believe the benefits brought by DeepSeek, including higher efficiency, cost savings, strong computing power, could benefit many listed companies in China and lead to a re-rating of Chinese stocks.
February 14, 2025
Real estate Opportunities in the Korea senior living sector
The senior living real estate sector in South Korea presents a relatively compelling investment opportunity driven by a rapidly aging population, limited supply and supportive government policies. Find out more.
March 18, 2025
Alternatives CLO equity: Not your average asset class
Investing in the collateralized loan obligation (CLO) equity asset class can be a compelling option for diversifying a portfolio. Find out more.
February 12, 2025
Alternatives Unlocking the power of CLOs
How Collateralised Loan Obligations (CLOs) offer portfolio diversification and an attractive potential return profile in today’s evolving financial landscape.
February 3, 2025
FX Pulse quarterly update
Paul Jackson in Invesco’s GMS Office shares his quarterly outlook on the currency markets. Find out more.
Ep4: Digital asset ETFs (part 2)
In this episode, Christine Huang, Head of ETF Business, Asia Pacific and Kathy Kriskey, Senior Commodities and Alternatives Strategist give us an overview of cryptocurrency and how investors can navigate this asset class through ETFs. Listen to the podcast to learn more.
ETF Monthly gold update
Gold endured a choppy month, hitting a high of US$2,952 before ending February at US$2,858, a gain of 2.1% for the month. Geopolitics continued to play a significant role in the gold price. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
March 14, 2025
ETF What's next for AI, US tech innovation and thematic ETFs?
We are currently in the wake of an AI era. The use of AI in the construction of thematic ETFs is just one example of the potential this technology has.
February 7, 2025
A macro approach to navigating the business cycle
The drivers of asset prices and how to unlock their potential
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