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.
The global economy is gaining momentum as financial conditions ease, economic signals improve, real wages rise, and policy remains supportive across major economies.
AI has certainly delivered for investors in the enablers but what about users? Unemployment is trending up in some countries, US productivity growth is rising and profits have been strong.
Some investors may be skeptical, but easing inflation, lower rates, and strong earnings may mean markets could still have room to run.
Weekly update on the Iran conflict: assessing ceasefire developments, Strait of Hormuz trade flows, and global market reactions. Explore key scenarios, economic implications, and strategic insights for investors navigating ongoing geopolitical risks.
The mild pull-back in global equities during Q1 2026 was driven by the US-Iran conflict, while AI-related disruption simmered in the background.
From gold to artificial intelligence, central banks and sovereign investors are adapting to the changing financial landscape as geopolitical tensions rise.
Rising gold prices over the past few years are a signal that long-term investors should rethink diversification in a more fragmented and politicised world.
President Trump’s 2026 Beijing visit highlights US‑China relations, trade talks, AI chip access, rare‑earths, and energy security.
China’s Q1 GDP hits 5.0 percent on record trade and resilient “new economy” output, while March PPI turns positive after 41 months—supporting margins, confidence, and potential inflows into China equities and bonds.
The US and Iran declared a tentative 14-day ceasefire early Wednesday before Asia markets opened. Investors cheered the news; stocks in Asia rallied, Brent oil fell precipitously and the USD eased.
Rising oil prices reshape China’s inflation outlook, with limited pass through, resilient energy security, and potential for a gradual reflation cycle.
Japan’s LDP secures a historic 68% Lower House supermajority, strengthening Prime Minister Takaichi’s mandate and boosting the outlook for Japanese equities, reform, and fiscal policy.
Japanese government bond yields jump amid PM Takaichi’s tax-cut plans. David Chao analyzes the impact on Japanese equities, bonds, and the yen, with key investment implications.
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.
Trump nominates Kevin Warsh as Fed chair in a hawkish surprise. Here’s what it means for rates, markets, and investors.
Preview the US midterm elections, with Democrats favored to retake the House, Republicans likely holding the Senate, and limited constraints on Trump’s policy agenda.
Explore the investment implications of recent US-Venezuela geopolitical developments. Learn how these events impact oil markets, precious metals, fixed income, and Asian assets, with insights from David Chao, Global Market Strategist.
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.
Presidential elections haven't historically affected the stock market over the long term, so investors probably don't need to worry about November.
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.
Expert voices from within Invesco and partnering affiliates share thier views on trends, and current and upcoming investment opportunities.
Chris Lau and Norbert Ling from Invesco's Fixed Income team share their investment outlooks for Asia investment grade and high yield bonds for 2H 2026.
Asia high yield enters 2H 2026 with income driving returns as a shrinking market makes selectivity and higher-quality BB bonds more important.
Asia investment grade credit is expected to remain resilient in 2H 2026 as high yields, carry and selectivity help investors navigate volatility.
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.
