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 European fiscal risks and emerging markets: Key pressure points for investors

Lyndon Man

Lyndon Man examines European fiscal risks, lessons from 2011 and which emerging market currencies, rates and bonds may withstand contagion amid volatility.

October 16, 2026
Systematic Investing Factor investing foundations: Looking beneath asset class labels

Invesco

Explore how factor investing identifies measurable drivers of risk and return beyond traditional asset class labels in portfolio construction.

September 29, 2026
Sustainable Investing Understanding the Total Portfolio Approach: Sustainable investing and asset allocation

Monica Bae , Benjamin Jones

Explore how the Total Portfolio Approach supports sustainable investing by aligning risk, opportunity, and impact with whole portfolio goals.

September 28, 2026
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
Private credit The role of CLOs in a diversified portfolio

Paul Jackson

This paper focuses on the debt tranches of CLOs and asks whether they can play a role in asset allocation processes.

September 2, 2026
Private credit An introduction to digital assets

Invesco

Digital assets have become a vast and rapidly changing ecosystem. Where digital assets were first defined primarily by cryptocurrencies, today they have moved to every corner of finance.

August 31, 2026
ETF ETF Connect: Why China dividend and low-volatility strategies are attracting investors

Christine Huang, Lizzy Liu

As China’s market evolves, dividend and low volatility A-shares are gaining global attention for their potential to deliver stable income, lower risk, and sustainable growth.

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
ETF Investing in AAA-rated CLOs through ETFs: An explainer

Invesco

Explore how CLO ETFs can help investors seek growth opportunities through active portfolio management, flexibility, diversification, and the efficiency of the ETF structure.

August 12, 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
Private credit CLOs: Opportunities for APAC insurers

Invesco

For APAC insurers, investment grade CLO tranches — especially AAA-rated — offer a practical way to increase yield, manage risk, and diversify portfolios.

July 29, 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
ETF ETF Connect: Expanding China ETF access for cross-border investors

Lizzy Liu

ETF Connect is expanding access between Hong Kong and mainland China, helping investors diversify through eligible ETFs across both markets.

July 13, 2026
Private credit People’s Pension: A strategic UK partnership leveraging our CLO expertise

Invesco

Discover how CLOs are transforming fixed income strategies for investors —highlighted in the innovative partnership between People’s Pension, the UK pension scheme, and Invesco.

July 10, 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

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