Global Global equities series: An America first world order and global markets
This is the first of an eight-part series that covers the themes and challenges facing global equities in the second Trump administration. Find out more.
Capital market insights and outlooks from across our global investment, strategy and solutions teams.
We expect growth to continue to slow in the near term, followed by a reacceleration through 2025, which should foster a favorable environment for risk assets globally.
This is the first of an eight-part series that covers the themes and challenges facing global equities in the second Trump administration. Find out more.
Will US inflation rise? Are tariffs a concern? With the new year and a new Trump administration, investors have questions about the economy and markets.
Digital assets enjoyed strong performance in 2024. In 2025, we expect this momentum to continue as a series of positive headlines and legislative progress look likely. Find out more.
Aristotle said that “probable impossibilities are to be preferred to improbable possibilities”, meaning that we find it easier to believe in interesting impossibilities (B52s on the moon, say) than in unlikely possibilities.
The start of 2025 has been marked by a meaningful rise in global bond yields, led by US Treasuries and UK gilts. We outline the investment implications of this trend. Find out more.
Markets around the world rose last year despite geopolitical uncertainty, a trend that I believe seems poised to continue.
Chinese equity markets have faced some headwinds since the start of the year. It is worth point out that historically, the first two months of the year have been volatile for Chinese stocks. Find out more.
We believe that the recent pullback could be opportunity to buy the dip and to snap up some Indian equities.
Korean stocks fell on the news and the Korean won initially weakened 3% against the dollar. Martial law hasn’t been in place in South Korea since 1980 and so the declaration came as an unwelcome surprise.
A Trump 2.0 White House and potential Republican sweep would be good for the US economy but less so for the rest of the world because of the new government’s proposed tax and trade policies.
The Fed cut rates by an outsized 50 bps in September and stocks in the US have continued to rally.
China fired off a meaningful monetary stimulus salvo this morning, ushering in trillions in RMB of liquidity to the market.
The total returns of assets in Central and Eastern EU member countries (CEE11) have been subdued during Q3 2024 so far, especially in government bonds.
We believe Africa will be the economic and investment story of this 21st century. In our second Africa report, Paul Jackson and members of Invesco’s global market strategy team outline the attractive and solid fundamentals that may define the next two-to-three decades for the continent.
With Labour winning the UK election we examine what securonomics mean for the UK economy, wealth management, UK equities and fixed income. Find out more.
2024 is an election year in the US, and ritual obliges that we offer our views on the global economy and global financial markets based on the potential outcomes.
The US presidential race between Kamala Harris and Donald Trump is intensifying. Discover what political strategists had to say about the race in our post-debate US election webinar.
Presidential elections haven't historically affected the stock market over the long term, so investors probably don't need to worry about November.
Voters, party leaders, and down-ballot candidates have had to quickly shift gears from a Trump-Biden rematch to a Trump-Harris showdown in the 2024 presidential election.
Ever since the first presidential debate, markets had been convinced of a Trump victory in the race for the Oval Office. However, tables have turned after Kamala Harris emerged as the expected Democratic presidential nominee and substantially narrowed the polls.
A lot has happened geopolitically since the first Trump and Biden matchup. See what the results may mean for US-China relationship, markets, central banks, and the global economy.
Expert voices from within Invesco and partnering affiliates share thier views on trends, and current and upcoming investment opportunities.
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.