Global Uncommon truths 2025: a year in review
Despite the angst about tariffs, 2025 was a good year for most global assets, especially metals and equities. The performance of my my Aristotle List of 10 surprises was more nuanced.
Capital market insights and outlooks from across our global investment, strategy and solutions teams.
We believe the market can continue to rise in the new year, and we expect new opportunities to be unlocked as market leadership evolves.
On the positive side, we think the global economy could accelerate (despite a slowing US economy) and that the Fed is about to embark on rapid easing.
Despite the angst about tariffs, 2025 was a good year for most global assets, especially metals and equities. The performance of my my Aristotle List of 10 surprises was more nuanced.
For investors looking to diversify their mega-cap technology exposure, improving growth and falling interest rates may be good reasons.
The Fed cut rates by 25bps to 3.5–3.75%, signaling caution on future easing. Chair Powell highlights labor softness, tariff risks and political pressure ahead of 2026.
President Trump, in the first year of his second term, has pushed forward the most aggressive and maximalist executive agenda in recent history.
A rate cut, which markets are pricing in despite Fed member differences, and an expected improving economy in 2026, could support stocks.
Though unpopular in the media, the recent UK budget seemed to calm financial markets. It also helped UK bank share price performance and may shed light on the popular themes of gold and AI.
Japan’s 10-year government bond yield climbs to 1.95%, its highest since 2007, as markets anticipate a BOJ rate hike in December amid weak GDP data and stimulus plans.
Discover how China’s affordable, accessible AI strategy, powered by open-source innovation and strong policy support, is driving global adoption and reshaping industries.
Discover why Japanese bond yields are climbing and the yen is weakening, driven by stimulus plans, fiscal concerns, and shifting market dynamics.
India continues to demonstrate strong and resilient economic momentum, supported by a series of positive developments that reinforce its long-term growth story, particularly driven by domestic strength.
China’s biotech industry is rapidly evolving from generics to global innovation, reshaping pharma dynamics and establishing itself as a leader in high-value intellectual property.
In Japan’s Upper House election on July 20, the ruling coalition of the Liberal Democratic Party (LDP) and Komeito secured 47 seats, a sharp decline from the 66 they previously held. This update analyzes the implications of the election results on Japan’s political stability, fiscal policy, and monetary outlook.
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.
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.
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.
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.