INSIGHTS Asset class perspectives

Our latest portfolio manager perspectives. Explore the investment implications of market developments and structural shifts shaping today's investment landscape.

Fixed Income Asia Fixed Income Investment Outlook – Quarterly Update

Invesco Fixed Income

Chris Lau and Norbert Ling from Invesco's Fixed Income team share their investment outlooks for Asia investment grade and high yield bonds for Q4 2026.

September 10, 2026
Fixed Income Global Fixed Income Strategy – Monthly Update

Invesco

Recent yen weakness has prompted one of the largest coordinated currency interventions in more than a decade. But despite its scale, intervention alone may not change the yen’s trajectory.

August 31, 2026
Fixed Income The case for senior loans - quarterly update

Kevin Petrovcik, Taylor Watts, Derek Fin

In this quarterly update we provide our view on the case for senior loans in the current market environment.

August 13, 2026
Systematic Investing Factor investing: What institutional investors need to know

Invesco

Learn how institutional investors can evaluate value, momentum, quality and low volatility factors using theory, evidence, and implementation tests.

August 6, 2026
Real estate Asia Pacific living sector: From niche opportunity to strategic growth engine

Catherine Chen

Explore APAC living sector opportunities across senior living, co-living, student housing, and rental housing, driven by demographics and urbanization.

July 28, 2026
Equities 2026 Midyear Investment Outlook - India equities

Chandrashekhar Sambhshivan

We share our outlook for India equities in 2H 2026, as resilient growth, policy support and earnings recovery could create long-term opportunities.

July 14, 2026
Systematic Investing Why consider factor investing in emerging markets?

Invesco

Explore how factor investing in emerging markets can improve diversification, manage risk, and capture value through enhanced multifactor portfolio design.

July 8, 2026
Sustainable Investing Climate adaptation and resilience in Asia: Risks, opportunities, and financing solutions

Sustainable Investing Services Team

Climate adaptation in Asia faces rising risks and funding gaps. Explore climate adaptation and resilience investment opportunities, barriers, and financing solutions.

July 2, 2026
Fixed Income 2026 Midyear Investment Outlook – Asia Fixed Income: High Yield

Norbert Ling

Asia high yield enters 2H 2026 with income driving returns as a shrinking market makes selectivity and higher-quality BB bonds more important.

June 2, 2026
Fixed Income 2026 Midyear Investment Outlook – Asia Fixed Income: Investment Grade

Chris Lau

Asia investment grade credit is expected to remain resilient in 2H 2026 as high yields, carry and selectivity help investors navigate volatility.

June 2, 2026
Equities 2026 Midyear Investment Outlook – Japan Equities

Japan Equity Team

In 2H 2026, Japan equities could be supported by rising real wages, domestic demand, and a broadening market rally beyond AI leaders.

June 2, 2026
Equities 2026 Midyear Investment Outlook - Asia Equities

Mike Shiao

Explore the 2026 midyear outlook for Asia equities, from AI-driven growth and chip momentum to North Asia leadership and geopolitical risks.

May 29, 2026

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