Global Markets buoyed by news on trade talks and the Fed chair
2025 has been a roller coaster ride for markets. Comments on tariffs and on Federal Reserve Chair Jerome Powell led to a recent upswing.
April 29, 2025
Capital Market Assumptions
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.
Keep up with the market
Global Uncommon truths: The sustainability of US debt and gold
We have recently seen examples of the US dollar falling at the same time that treasury yields have risen.
April 29, 2025
Global US stocks bear the brunt of global economic uncertainty
The global economic outlook is uncertain, yet European, UK, Chinese, and Japanese stocks all rose last week while US stocks fell.
April 24, 2025
Equities Revival of the China consumer post stimulus
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.
April 22, 2025
Equities Investor interest in China equities is rising
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.
April 2, 2025
Real estate Private real estate and the impact of tariffs: Stay measured
Sharp shifts in US tariff policies have disrupted markets. Here’s insight on what it might mean for private real estate investments.
April 28, 2025
Real estate China rental housing: Capturing the growing opportunities
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.
April 16, 2025
Real estate Commercial real estate: Five things we believe, five we’re debating
Is the current short-term noise and volatility an early indicator of a cyclical movement or a structural shift in commercial real estate investing?
April 15, 2025
FX Pulse quarterly update
Paul Jackson in Invesco’s GMS Office shares his quarterly outlook on the currency markets. Find out more.
Ep5: Rethinking fixed income with bank loan and CLO ETFs
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.
ETF Understanding ETF trading and liquidity: Best practices for trading ETFs
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.
April 11, 2025
ETF Monthly gold update - March 2025
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.
April 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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