Global Powell suggests a change to Fed policy
Federal Reserve Chair Jerome Powell’s dovish tone at Jackson Hole last week, had ramifications for rate expectations, tech stocks, and the US dollar.
August 26, 2025
INSIGHTS
Markets & Economy
Capital market insights and outlooks from across our global investment, strategy and solutions teams.
2025 Midyear Investment Outlook: The Global Reset
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.
Global
Global Uncommon truths: Where will we gather new assets?
Our analysis suggests that annual global savings could more than double in real terms over the next 50 years. The US, China, and India are deemed likely to be the sources of the biggest savings pools. Demographics could see the role of Europe diminish (though it will remain important), while boosting the role of Africa (from a low base).
August 26, 2025
Global After Jackson Hole: what’s next?
The Fed signals a potential shift toward policy easing as labor data weakens and inflation expectations remain stable - providing a more supportive backdrop for risk assets.
August 25, 2025
Global Applied philosophy: Price momentum has…momentum
Equity markets seem to have become less sensitive to tariff-related news in recent weeks. With the full impact of higher tariffs yet to come, this may seem complacent.
August 20, 2025
Global Support for stocks builds despite mixed data
Economic signals seem to show a gradual slowdown in the US economy, but not a recession, with many global companies thriving in the trade environment.
August 19, 2025
Global US July CPI and investment implications
US July CPI met expectations, calming fears of tariff-driven inflation. As markets anticipate rate cuts, political tensions—especially around Fed leadership—are fueling volatility and steepening the yield curve. Learn more.
August 14, 2025
Asia Pacific
Asia Pacific China’s biotech breakthrough: from generics to global intellectual property
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.
August 26, 2025
Asia Pacific Japan election update and market implications
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.
July 21, 2025
Asia Pacific From Needs to Wants: The Emotional Turn in Chinese Consumerism
As China pivots toward a consumption-driven economy, a new wave of emotionally driven consumer behavior is reshaping the market. David Chao in Invesco’s GMS office explores the shift in Chinese consumerism—from price sensitivity to personal identity—and how “IP consumption” is becoming a key driver of value in the country’s evolving marketplace.
July 15, 2025
Asia Pacific China’s big bet on robots
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.
May 9, 2025
Asia Pacific Asia markets sell off as investors continue to react to Trump’s tariffs
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.
April 9, 2025
Asia Pacific What’s next for Indian equities following the recent pullback?
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.
February 19, 2025
EMEA
EMEA Europe's resurgence and new cycle of growth
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.
July 24, 2025
EMEA Why European equities in the current macro environment?
European equities could warrant greater attention with secular and structural trends appearing to take shape. Find out more.
March 19, 2025
EMEA French elections, EU right swing and market implications
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.
June 21, 2024
North America
North America An investor’s guide to US Section 899 tax proposals
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.
June 24, 2025
North America 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.
October 3, 2024
North America Will the presidential election affect the stock market?
Presidential elections haven't historically affected the stock market over the long term, so investors probably don't need to worry about November.
September 23, 2024
North America Trump vs. Harris: Election changes course
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.
September 23, 2024
North America 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.
August 23, 2024
North America 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.
March 4, 2024
Suggested Articles
Expert voices from within Invesco and partnering affiliates share thier views on trends, and current and upcoming investment opportunities.
Global Powell suggests a change to Fed policy
Federal Reserve Chair Jerome Powell’s dovish tone at Jackson Hole last week, had ramifications for rate expectations, tech stocks, and the US dollar.
August 26, 2025
Global Uncommon truths: Where will we gather new assets?
Our analysis suggests that annual global savings could more than double in real terms over the next 50 years. The US, China, and India are deemed likely to be the sources of the biggest savings pools. Demographics could see the role of Europe diminish (though it will remain important), while boosting the role of Africa (from a low base).
August 26, 2025
Asia Pacific China’s biotech breakthrough: from generics to global intellectual property
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.
August 26, 2025
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