Macro

Capital market insights and outlooks from across our global investment, strategy and solutions teams.

China’s annual legislative meeting will preview fiscal and policy responses to COVID-19 recovery

All eyes are on Beijing as Chinese leaders sit down on Friday 22nd May for the annual meeting held by China’s national legislature, the National People’s Congress (NPC). After being postponed for more than two months due to COVID-19, this highly-anticipated meeting will be chaired by Premier Li Keqiang, who will deliver a work report that contains a blueprint for the path forward for China’s economy in 2020.

May 21, 2020

Macro

US-China tensions could be the biggest risk to US stocks this year

By Kristina Hooper

I am convinced that rising US-China tensions are behind the recent volatility and weakness in stocks. A massive policy response has helped to bolster stocks against the economic impact of COVID-19, but I don’t believe stocks could easily shrug off a reignition in the US-China tariff war.

May 18, 2020

Macro

Portfolio managers examine the impact of COVID-19

By Kristina Hooper

We share three diverse views on asset allocation strategy, US municipal bonds, and global equities

May 14, 2020

Macro

Low-wage job losses fuel the US stimulus debate

By Kristina Hooper

Amidst all the terrible data in the April US jobs reports, there was one obvious and glaring takeaway: Job losses were concentrated among low-wage workers. I believe Congress needs to help American households remain solvent through further stimulus.

May 11, 2020

Macro

What China and Hong Kong's recent consumer data could mean for post-coronavirus recovery

By David Chao

The first economies to emerge from a lockdown have just released important retail and consumer data. A post-lockdown economic outlook is starting to take some shape.

May 6, 2020

Macro

Global markets: What to watch for in May

By Kristina Hooper

Some countries and states are easing lockdowns, while politicians debate what to do next.

May 4, 2020

Macro

Portfolio managers discuss investment possibilities in real estate, equities and credit

By Kristina Hooper

The level of opportunity will vary greatly by location and sector

April 30, 2020

Macro

The oil market continued to experience significant volatility

By David Chao

Despite recent volatility, the plunge in oil prices yesterday still raised eyebrows. David Chao analyzes.

April 28, 2020

Macro

As the US passes more stimulus, disagreements loom on what comes next

By Kristina Hooper

Congress readies for negotiations over the next stimulus bill, while governors decide when and how to re-open state economies

April 28, 2020

Macro

Policies, performance and prognosis beyond pandemic pandemonium and panics

By Arnab Das

April 24, 2020

US crude oil futures plunged into negative territory for the first time in history. We examine the implications.

Macro

What does negative oil price mean to investors?

By David Chao

US crude oil futures plunged into negative territory for the first time in history. We examine the implications.

April 21, 2020

Macro

Tracking China’s recovery and a dire US earnings season

By Kristina Hooper

What does the data tell us about the potential outcomes for China’s economy and for US stocks?

April 20, 2020

At Invesco, we believe that high-quality results begin with the specialized insights.

Macro

Macro
As earnings season looms, portfolio managers look for long-term opportunity

Kristina Hooper

April 17, 2020
Macro

Macro
Trade, stimulus, and politics: What matters to markets this week

Kristina Hooper

April 14, 2020
Macro

Macro
Even with massive stimulus, inflation may not even feature in post-pandemic world

John Greenwood

April 7, 2020
Macro

Macro
Six things for investors to watch in April

Kristina Hooper

April 6, 2020
Macro

Macro
Where do portfolio managers see opportunities in today’s environment?

Kristina Hooper

April 3, 2020
Macro

Macro
Where do stocks and bonds go from here?

Kristina Hooper

March 30, 2020
Macro

Macro
Uncommon truths: Is oil cheap at US$20?

Paul Jackson

March 29, 2020
Fixed Income

Fixed Income
IFI weekly update: Market correction and Fed action create potential opportunity in high quality bonds

Rob Waldner

March 27, 2020
Macro

Macro
A new dashboard to consider for signs of a new market cycle

Brian Levitt

March 26, 2020
Macro

Macro
Global Market Strategist Asia Pacific outlook: Q2 2020

David Chao

March 26, 2020
Macro

Macro
Coronavirus impact and response: A global view

Kristina Hooper

March 24, 2020
Macro

Macro
Assessing the globe’s three-pronged policy response to coronavirus

Kristina Hooper

March 17, 2020
Macro

Macro
The Fed cut its benchmark interest rate and instituted largescale asset purchases

David Chao

March 16, 2020
Macro

Macro
Coronavirus Update: Sell-off in risk assets and investment implications

David Chao

March 13, 2020
Macro

Macro
Could the surge in market volatility signal the end of the current market cycle?

Kristina Hooper

March 10, 2020
Macro

Macro
Coronavirus: was the Fed cutting rates the right thing to do?

John Greenwood

March 6, 2020
Macro

Macro
Fed cuts rates in surprise move

Rob Waldner

March 4, 2020
Macro

Macro
Assessing the unknowns as coronavirus spreads

Rob Waldner

March 3, 2020
Macro

Macro
As markets struggle, where do global economies go from here?

Kristina Hooper

March 3, 2020
Macro

Macro
Invesco Asia Pacific official statement regarding Coronavirus relief

Invesco

February 27, 2020
Macro

Macro
Recent data reveal the economic impact of coronavirus

Kristina Hooper

February 25, 2020
Macro

Macro
Health check: the coronavirus’s impact on Asian economies and markets

David Chao

February 20, 2020
Macro

Macro
The market impact of coronavirus has begun to spread

Kristina Hooper

February 19, 2020
Macro

Macro
The coronavirus could have a global impact

Kristina Hooper

February 11, 2020
Macro

Macro
Uncommon truths: Viruses, nuclear disasters and financial markets

Paul Jackson

February 7, 2020
Macro

Macro
Forging ahead in China

Andrew Lo

February 6, 2020
Macro

Macro
Five issues for investors to watch in January

Kristina Hooper

January 7, 2020
Macro

Macro
Market update on the coronavirus's impact

David Chao

February 2, 2020
Macro

Macro
Assessing the market impact of the Wuhan coronavirus

Kristina Hooper

January 28, 2020
Macro

Macro
The US-China trade deal presents a paradox for markets

Kristina Hooper

January 22, 2020
Macro

Macro
Asia outlook 2020 – part 2

David Chao

January 17, 2020
Macro

Macro
Asia outlook 2020 – part 1

David Chao

January 17, 2020
Macro

Macro
What could the US-Iran conflict mean for investors?

Kristina Hooper

January 14, 2020
Macro

Macro
Five issues for investors to watch in January

Kristina Hooper

January 7, 2020
Macro

Macro
The China position: Gauging investor confidence – an infographic

November 11, 2019