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.
Expectations diverge for economic recovery in the US and China
Last week, we saw increases in both the Chinese and US stock markets. But that’s where the similarities end — there is currently a meaningful difference in market confidence for the prospects for longer-term economic recovery.
COVID-19 raises new questions in emerging markets, fixed income and ESG
The ripple effects of COVID-19 are impacting a wide variety of markets, and investors have lots of questions. Among them: Will production facilities leave China for other markets? What fixed income opportunities have been created by central bank intervention? And what has the pandemic meant for environmental, social and governance (ESG) investing?
Greater Bay Area can be the sandbox for China’s next stage of market liberalization
Andrew Lo, Invesco's CEO for Asia-Pacific, shares with the World Economic Forum on why believes that China's Greater Bay Area (GBA) – a plan encompassing Guangdong province, Hong Kong and Macao – could take the lead to help transform China’s economic future. Read more
China asset management at an inflection point – a World Economic Forum special report
Invesco shared its views with the World Economic Forum for a sepcial insight report on how China's asset-management industry is at an inflection point. While the industry is about to undergo a major transformation, this process will also affect society more broadly. Find out more.
US jobs were a bright spot for June, but rising infections threaten long-term progress
How long can economic data improve while infections continue to spread?
Opportunities and challenges in a post-coronavirus Japan
After four months since the start of the coronavirus outbreak, Japan lifted its state of emergency - restrictions to curb COVID-19’s spread – was fully lifted on May 25.
Is determining the shape of the global economic recovery much ado about nothing?
Deciding whether the recovery is V, U, W or any other shape may depend on where you look and may not matter much for the markets
Mid-year outlook: A slow, uneven economic recovery in the second half
It’s a challenge to craft a six-month outlook during a pandemic, but tumultuous times call for a focus on what we have historically learned about market and business cycles. Our base case is that the global economic recovery in its initial stages will be slow and uneven, and that there will be increased volatility for a variety of assets.
Asia Pacific outlook – Q3 2020
As China lifts its COVID-19 lockdown, what will its economic recovery look like? What does this mean for other economies? David Chao shares his global market outlook in this video.
Economic data shows improvement, but infection rates prove difficult to control
We continue to receive positive economic news as developed world economies progress in their re-openings, but I’m also keeping an eye on some negative signs that could cause disruption. I evaluate the positive and negative signs we’ve seen recently and what they may mean for markets.
Portfolio managers discuss consumer trends, energy use as lockdowns ease
E-commerce takes greater hold among food shoppers, while energy demand starts to recover
Five key takeaways from the Fed’s press conference
Last week saw a massive sell off for stocks globally. The initial trigger seems to have come from US Federal Reserve Chair Jay Powell’s press conference following the June 9-10 meeting of the Federal Open Market Committee (FOMC). Below, I summarize five key points from that press conference and the key takeaways I heard while “reading between the lines.
by David Chao
Burgeoning ‘green shoots’ bring hope for an economic recovery
Beijing’s restrained COVID-19 response at annual meeting keeps gunpowder dry
Extraordinary times, extraordinary measures – linking epidemiology and economies
China’s annual legislative meeting will preview fiscal and policy responses to COVID-19 recovery
US-China tensions could be the biggest risk to US stocks this year
Portfolio managers examine the impact of COVID-19
Low-wage job losses fuel the US stimulus debate
What China and Hong Kong's recent consumer data could mean for post-coronavirus recovery
Global markets: What to watch for in May
Portfolio managers discuss investment possibilities in real estate, equities and credit
As the US passes more stimulus, disagreements loom on what comes next
Policies, performance and prognosis beyond pandemic pandemonium and panics
Three scenarios for the Covid-19 outlook
As earnings season looms, portfolio managers look for long-term opportunity
Trade, stimulus, and politics: What matters to markets this week
Even with massive stimulus, inflation may not even feature in post-pandemic world
Six things for investors to watch in April
Where do portfolio managers see opportunities in today’s environment?
Where do stocks and bonds go from here?
Uncommon truths: Is oil cheap at US$20?
IFI weekly update: Market correction and Fed action create potential opportunity in high quality bonds
A new dashboard to consider for signs of a new market cycle
Global Market Strategist Asia Pacific outlook: Q2 2020
Coronavirus impact and response: A global view
Assessing the globe’s three-pronged policy response to coronavirus
The Fed cut its benchmark interest rate and instituted largescale asset purchases
Coronavirus Update: Sell-off in risk assets and investment implications
Could the surge in market volatility signal the end of the current market cycle?
Coronavirus: was the Fed cutting rates the right thing to do?
Fed cuts rates in surprise move
Assessing the unknowns as coronavirus spreads
As markets struggle, where do global economies go from here?
Invesco Asia Pacific official statement regarding Coronavirus relief
Recent data reveal the economic impact of coronavirus
Health check: the coronavirus’s impact on Asian economies and markets
The market impact of coronavirus has begun to spread
The coronavirus could have a global impact
Uncommon truths: Viruses, nuclear disasters and financial markets
The US-China trade deal presents a paradox for markets
Forging ahead in China
Five issues for investors to watch in January
Market update on the coronavirus's impact
Assessing the market impact of the Wuhan coronavirus
Asia outlook 2020 – part 2
Asia outlook 2020 – part 1
What could the US-Iran conflict mean for investors?
Five issues for investors to watch in January
The China position: Gauging investor confidence – an infographic
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.
