Capital market insights and outlooks from across our global investment, strategy and solutions teams.
At the mid-way point of 2024, divergence between individual economies has re-emerged as a theme. How will key economic factors play out and what will the impact on markets be?
Part 2: How should investors position ahead of the Fed’s potential first rate cut?
In Part 2 of this two-part series, I examine other assets beyond fixed income that could perform well during the Fed’s rate cutting cycle by looking at the previous cutting cycle.
Stock market jitters and the case for a soft landing
Fears about the US economy rippled through the markets last week as recent data fell short of expectations. But the case for a relatively soft landing remains strong.
Part 1: How should investors position ahead of the Fed’s potential first rate cut?
The recent US stock rally after Fed Chair Powell gave an economic policy speech at the Jackson Hole summit in which he said that “the time has come for policy adjustment” may reflect investor’s perception that stocks go up when interest rates go down.
How will the market react when the Fed cuts interest rates?
The market’s reaction when the Federal Reserve dropped interest rates after the 1994-1995 tightening cycle could be a guide going forward.
Implications of Fed cuts on US money market funds
It was no surprise that Fed Chair Powell pivoted the Fed’s focus at the annual Jackson Hole summit from inflation to employment concerns after a significant downward revision in the payroll employment data and the rise in the unemployment level in July.
Uncommon truths: Raising the temperature
2024 could be the hottest year on record. There may be some temporary factors but the trend looks set for a 3-4ºC change by 2100.
China’s economic outlook for 2H 2024
China’s GDP grew by 5% in 1H 2024 which was in line with market expectations. Q1 growth was above expectations though Q2 growth was below.
Key takeaways from Bank of Japan’s decision
In a move towards greater monetary policy normalization, the Bank of Japan (BOJ) made two distinctly important decisions at its July meeting. We outline the investment implications of the BOJ decisions.
RMB outlook for 2H 2024
We share our outlook for the renminbi in the second half of this year and the potential investment implications.
Japanaissance? Japan’s inflation revival and structural transformation
The Japanese asset bubble popped more than three decades ago, beginning a prolonged period of depressed growth and sluggish asset performance.
India election results and investment implications
The Nifty index fell -6 percent after India’s election results came in which showed that the ruling party BJP failed to win a much-expected landslide, let alone secure an outright majority in Parliament.
The outlook for Hong Kong equities following the recent rally
Since reaching a trough in January, the Hang Seng Index is up by nearly a quarter. David Chao, Global Market Strategist, Asia Pacific (ex-Japan) shares why Hong Kong stocks are getting attention.
Applied philosophy: Strategist from East of the Elbe – Q4 2024
The total returns of assets in Central and Eastern EU member countries (CEE11) have been subdued during Q3 2024 so far, especially in government bonds.
Africa 2024: A continent of investment opportunity
We believe Africa will be the economic and investment story of this 21st century. In our second Africa report, Paul Jackson and members of Invesco’s global market strategy team outline the attractive and solid fundamentals that may define the next two-to-three decades for the continent.
What will Labour’s ‘securonomics’ mean for the UK economy and investments?
With Labour winning the UK election we examine what securonomics mean for the UK economy, wealth management, UK equities and fixed income. Find out more.
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.
US presidential election 2024
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.
How could a Trump or Biden victory impact geopolitics?
A lot has happened geopolitically since the first Trump and Biden matchup. See what the results may mean for US-China relationship, markets, central banks, and the global economy.
Could the 2024 U.S. presidential election affect market performance?
The 2024 presidential election is coming. History suggests that investors likely shouldn't worry about what the results mean for the economy and markets.
Podcast: Investor issues for the 2024 U.S. presidential election
From taxes to retirement to artificial intelligence, these are the issues investors should be following as the 2024 general election ramps up.
A narrow US stock market rally and its implications
On surface, US stocks appear to be outperforming significantly this year – in a weaker late cycle environment where growth is slowing, and the Fed has continued to tighten.
Expert voices from within Invesco and partnering affiliates share thier views on trends, and current and upcoming investment opportunities.
Asia Fixed Income Investment Outlook – Quarterly Update
Chris Lau and Norbert Ling from Invesco's Fixed Income team share their investment outlooks for Asia investment grade and high yield bonds for Q4 2024.
Part 2: How should investors position ahead of the Fed’s potential first rate cut?
In Part 2 of this two-part series, I examine other assets beyond fixed income that could perform well during the Fed’s rate cutting cycle by looking at the previous cutting cycle.
How the Fed and US elections will impact emerging markets
Several EM central banks cut interest rates in the past month, but they maintained a hawkish bias. A US Fed cut in September would likely create a tailwind for further EM cuts.
David Chao
Kristina Hooper
Arnab Das
Paul Jackson
András Vig
Brian Levitt
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.