Global Warsh takes his Chair
Kevin Warsh begins his Fed tenure, with policy continuity expected but more volatility, shifting communication, and uncertainty around rates.
June 18, 2026
INSIGHTS
Markets & Economy
Capital market insights and outlooks from across our global investment, strategy and solutions teams.
2026 midyear outlook: A world disrupted? Resilience endures.
In a time of immense disruption, we believe resilience endures and provides a favourable investment environment for the rest of the year.
Global
Global US-Iran de-escalation: A positive shift, but not a final resolution
The apparent US-Iran memorandum of understanding reduces a major geopolitical tail risk and improves the near-term macro backdrop, especially through lower oil prices.
June 17, 2026
Global The Big Picture: Resilience endures
Despite rising energy prices and central banks becoming less dovish as a result of the war with Iran, the global economy appears resilient.
June 16, 2026
Global Weekly market insights: Monetary policy, not rockets
The SpaceX IPO isn’t what may drive the stock market. Policy, inflation expectations, and easing geopolitical uncertainty may matter more.
June 16, 2026
Global 2026 midyear outlook: A world disrupted? Resilience endures.
In a time of immense disruption, we believe resilience endures and provides a favourable investment environment for the rest of the year.
June 15, 2026
Global Middle East conflict: 100 days on
Weekly update on the Iran conflict: assessing ceasefire developments, Strait of Hormuz trade flows, and global market reactions. Explore key scenarios, economic implications, and strategic insights for investors navigating ongoing geopolitical risks.
June 12, 2026
Asia Pacific
Asia Pacific Volatility in Asian stock markets
Asian tech stocks are off to a turbulent start of the week following a sell-off that started in the US after a large US semiconductor company missed revenue expectations and provided no upgrade to AI guidance.
June 22, 2026
Asia Pacific Trump-Xi: Managing rivalry, signalling calm
President Trump’s 2026 Beijing visit highlights US‑China relations, trade talks, AI chip access, rare‑earths, and energy security.
May 18, 2026
Asia Pacific China economy and markets update – Q1 2026
China’s Q1 GDP hits 5.0 percent on record trade and resilient “new economy” output, while March PPI turns positive after 41 months—supporting margins, confidence, and potential inflows into China equities and bonds.
April 22, 2026
Asia Pacific Middle-East Update: A tentative ceasefire
The US and Iran declared a tentative 14-day ceasefire early Wednesday before Asia markets opened. Investors cheered the news; stocks in Asia rallied, Brent oil fell precipitously and the USD eased.
April 13, 2026
Asia Pacific Measuring inflation impacts on China from higher oil prices
Rising oil prices reshape China’s inflation outlook, with limited pass through, resilient energy security, and potential for a gradual reflation cycle.
March 26, 2026
Asia Pacific Japan election results: LDP landslide victory signals bullish outlook for markets
Japan’s LDP secures a historic 68% Lower House supermajority, strengthening Prime Minister Takaichi’s mandate and boosting the outlook for Japanese equities, reform, and fiscal policy.
February 10, 2026
EMEA
EMEA UK’s Keir Starmer resigns: Burnham’s fast-track to No. 10
Sir Keir Starmer has resigned as Labour leader, setting the stage for the 7th UK prime minister since the Brexit referendum almost exactly a decade ago.
June 23, 2026
EMEA Europe's resurgence and new cycle of growth
After nearly two decades of relative underperformance, Europe is re-entering into the spotlight. With still-reasonable valuations, a strengthening euro, and a decisive shift toward proactive fiscal and defense policies, the investment case for European assets is more compelling than it has been in years.
July 24, 2025
EMEA Why European equities in the current macro environment?
European equities could warrant greater attention with secular and structural trends appearing to take shape. Find out more.
March 19, 2025
North America
Global Kevin Warsh nominated to serve as next Fed chair
Trump nominates Kevin Warsh as Fed chair in a hawkish surprise. Here’s what it means for rates, markets, and investors.
February 2, 2026
North America US midterm election preview
Preview the US midterm elections, with Democrats favored to retake the House, Republicans likely holding the Senate, and limited constraints on Trump’s policy agenda.
January 28, 2026
North America What are the investment implications of the latest US-Venezuela geopolitical developments?
Explore the investment implications of recent US-Venezuela geopolitical developments. Learn how these events impact oil markets, precious metals, fixed income, and Asian assets, with insights from David Chao, Global Market Strategist.
January 6, 2026
North America An investor’s guide to US Section 899 tax proposals
This is a guide to the Section 899 tax proposals and its potential implications for foreign investors and businesses investing in certain US assets. Find out more.
June 24, 2025
North America Will the presidential election affect the stock market?
Presidential elections haven't historically affected the stock market over the long term, so investors probably don't need to worry about November.
September 23, 2024
North America US presidential election update: What could Kamala Harris mean for Asia?
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.
August 23, 2024
Suggested Articles
Expert voices from within Invesco and partnering affiliates share thier views on trends, and current and upcoming investment opportunities.
EMEA UK’s Keir Starmer resigns: Burnham’s fast-track to No. 10
Sir Keir Starmer has resigned as Labour leader, setting the stage for the 7th UK prime minister since the Brexit referendum almost exactly a decade ago.
June 23, 2026
Asia Pacific Volatility in Asian stock markets
Asian tech stocks are off to a turbulent start of the week following a sell-off that started in the US after a large US semiconductor company missed revenue expectations and provided no upgrade to AI guidance.
June 22, 2026
Global Warsh takes his Chair
Kevin Warsh begins his Fed tenure, with policy continuity expected but more volatility, shifting communication, and uncertainty around rates.
June 18, 2026
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