Insight

Multi-sector asset allocation outlook – Q1 2020

Multi-sector asset allocation outlook – Q1 2020
How will reduced trade tensions and easier global monetary policy impact Invesco Fixed Income’s outlook for asset allocation?

How will reduced trade tensions and easier global monetary policy impact Invesco Fixed Income’s outlook for asset allocation? 

 In its latest quarterly outlook, the team expects that there may be positive growth surprises while global inflation remains low. Yet, even with recovering global growth, reduced trade tensions and expanding central bank balance sheets portend positive upsides for credit assets, tight valuations in many sectors may dampen their gains.

But even as valuations are tight, the team believes that the macro environment is favorable for risky assets. As such, it has upgraded its risk positioning to slightly positive from neutral.

 

To read the team’s analysis, click on “Download PDF”.