Global Weaker consumer confidence dampens a good week for stocks
Good news on many fronts helped buoy stock markets and lessen inflation risks even if consumers aren't feeling positive.
May 20, 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.
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Global What are the investment implications of the latest US-China trade agreement?
Over the weekend, the US and China agreed to a 90-day rollback in tariffs. We unpack the investment implications of this move. Find out more.
May 14, 2025
Global Uncommon truths: Tariff pain relief but not the full cure
The US-UK trade deal gives hope that the full pain of the “Liberation Day” tariffs can be avoided. But tariffs are likely to remain higher than at the start of the year, which may be bad news for US stocks.
May 14, 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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