Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.
Capital market insights and outlooks from across our global investment, strategy and solutions teams.
For the first half of 2025, shifting policies and trade dynamics have stirred market uncertainty. But amidst turmoil comes opportunity. Discover what’s ahead for the rest of the year.
The Middle East dominated the news, but beyond oil and gas, most markets haven’t yet reacted heavily. Central banks remain in somewhat of a wait-and-see mode.
Corporate investment grade bonds in the United States are not necessarily the most exciting assets at this moment, but perhaps that is just as well (we are Neutral within our Model Asset Allocation).
Geopolitical uncertainty immediately triggered a flight to "safe haven” assets, but the US dollar was largely unaffected.
While policy and economic uncertainty are high, we are confident in our base case that non-US assets are increasingly attractive.
We think the global economy will accelerate over the next 12 months as central banks ease and real wages grow. However, we think some market valuations understate the risks to the US economy.
While the recent US dollar selloff has been historic, we believe this doesn’t necessarily reflect a structural shift away from the currency. Find out more.
We believe China’s humanoid robot industry is poised to succeed because the technology receives policy support, presents a solution for an aging population, and harnesses the strength of the country’s manufacturing sector. Find out more.
Asian equity markets opened sharply lower on Monday April 7 exacerbated by Trump’s comments over the weekend, indicating that the reciprocal tariffs are here to stay. Find out more.
India’s economy is experiencing a bit of a slowdown which has taken the shine off the local stock market. David Chao and Thomas Wu in Invesco's GMS office share what’s next for Indian equities following the recent pullback.
Japan has been undergoing significant institutional governance reforms over the past few years, aimed at creating a more transparent, accountable, and dynamic corporate environment – and in turn fostering economic growth.
The dust is starting to settle after Chinese start-up DeepSeek’s debut roiled US tech stocks last week. We delve into the investment implications and share our outlook for China AI.
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.
European equities could warrant greater attention with secular and structural trends appearing to take shape. Find out more.
With the EU parliamentary results showing a rise in right-wing parties, French President Emmanuel Macron called for snap elections in France for its lower house of parliament.
The European Central Bank (ECB) and Bank of Canada cut policy rates this week, following the Riksbank (Sweden) and Swiss National Bank (SNB) earlier this Spring – firing off the starting gun of a new global monetary policy cycle.
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.
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.
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.
The 2024 presidential election is coming. History suggests that investors likely shouldn't worry about what the results mean for the economy and markets.
Expert voices from within Invesco and partnering affiliates share thier views on trends, and current and upcoming investment opportunities.
David Chao and Thomas Wu in Invesco’s GMS Office share their macro outlook for 2H 2025. They believe precise estimates of where tariff rates will settle, the timing of interest rate changes, and detailed inflation and growth forecasts, are heavily dependent on a more consistent sense of US policy direction.
Jaijit Kumar, Invesco’s Head of Asia Insurance Solutions shares his Q2 2025 case study on adopting a multi-alternatives strategy to enhance insurer’s portfolios.
China’s new consumerism fueled by the young generation: Part 1 Meta desc: The Hong Kong stock market is one of the best performing equity markets year-to-date. The rally has partly been fueled by investors chasing the theme of “China’s new consumerism”, which has seen Chinese intellectual properties (IPs) becoming very popular among the younger generation.
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.
