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

As COVID-19 spreads, global technology sector decouples
Macro

As COVID-19 spreads, global technology sector decouples

By David Chao

In this white paper, we first analyze the two main decoupling forces splintering the global technology sectors: COVID-19’s economic impact and deteriorating US-China relations. Secondly, we categorize which sectors are de-coupling – or diverging – and which ones aren’t, with a case study on 5G – arguably the most significant yet geopolitically sensitive technology development in Asia-Pacific over the next year. We conclude by providing our outlook - assessing the longer-term implications of these pressure points on the Asia-Pacific region.

August 27, 2020
Staying on guard against overconfidence
Macro

Staying on guard against overconfidence

By Kristina Hooper

I’m concerned that the strong stock performance we’ve seen since March may lead investors to draw some unwarranted conclusions about the future direction of the market. We can’t become overconfident and assume that the threat of a correction is over, nor should we assume that a correction is imminent. I believe the best antidote for overconfidence bias is to have a long-term investing plan — one that includes being very well-diversified.

August 24, 2020
market outlook

APAC Market Outlook

by David Chao

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    COVID-19 raises new questions in emerging markets, fixed income and ESG

    Kristina Hooper

    July 10, 2020
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    Macro

    Opportunities and challenges in a post-coronavirus Japan

    Invesco

    June 30, 2020
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    Macro

    Mid-year outlook: A slow, uneven economic recovery in the second half

    Kristina Hooper

    June 29, 2020
  • Macro
    Macro

    Asia Pacific outlook – Q3 2020

    David Chao

    June 23, 2020
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    Macro

    Economic data shows improvement, but infection rates prove difficult to control

    Kristina Hooper

    June 22, 2020
  • Macro
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    Macro

    Portfolio managers discuss consumer trends, energy use as lockdowns ease

    Kristina Hooper

    June 18, 2020
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    Macro

    Five key takeaways from the Fed’s press conference

    Kristina Hooper

    June 15, 2020
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    Macro

    Burgeoning ‘green shoots’ bring hope for an economic recovery

    Kristina Hooper

    June 8, 2020
  • Macro
    Macro

    Beijing’s restrained COVID-19 response at annual meeting keeps gunpowder dry

    David Chao

    June 1, 2020
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    Macro

    Extraordinary times, extraordinary measures – linking epidemiology and economies

    Arnab Das

    May 27, 2020
  • Macro
    Macro

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

    David Chao

    May 21, 2020
  • Macro
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    Macro

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

    Kristina Hooper

    May 18, 2020
  • Macro
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    Macro

    Portfolio managers examine the impact of COVID-19

    Kristina Hooper

    May 14, 2020
  • Macro
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    Macro

    Low-wage job losses fuel the US stimulus debate

    Kristina Hooper

    May 11, 2020
  • Macro
    Macro

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

    David Chao

    May 6, 2020
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    Macro

    Global markets: What to watch for in May

    Kristina Hooper

    May 4, 2020
  • Macro
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    Macro

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

    Kristina Hooper

    April 30, 2020
  • Macro
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    Macro

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

    Kristina Hooper

    April 28, 2020
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    Macro

    Policies, performance and prognosis beyond pandemic pandemonium and panics

    Arnab Das

    April 24, 2020
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    Macro

    Three scenarios for the Covid-19 outlook

    John Greenwood

    April 22, 2020
  • Macro
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    Macro

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

    Kristina Hooper

    April 17, 2020
  • Macro
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    Macro

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

    Kristina Hooper

    April 14, 2020
  • Macro
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    Macro

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

    John Greenwood

    April 7, 2020
  • Macro
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    Macro

    Six things for investors to watch in April

    Kristina Hooper

    April 6, 2020
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    Macro

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

    Kristina Hooper

    April 3, 2020
  • Macro
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    Macro

    Where do stocks and bonds go from here?

    Kristina Hooper

    March 30, 2020
  • Macro
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    Macro

    Uncommon truths: Is oil cheap at US$20?

    Paul Jackson, András Vig

    March 29, 2020
  • Fixed Income
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    IFI weekly update: Market correction and Fed action create potential opportunity in high quality bonds

    Rob Waldner, Matt Brill

    March 27, 2020
  • Macro
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    Macro

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

    Brian Levitt

    March 26, 2020
  • Macro
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    Macro

    Global Market Strategist Asia Pacific outlook: Q2 2020

    David Chao

    March 26, 2020
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    Coronavirus impact and response: A global view

    Kristina Hooper

    March 24, 2020
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    Assessing the globe’s three-pronged policy response to coronavirus

    Kristina Hooper

    March 17, 2020
  • Macro
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    The Fed cut its benchmark interest rate and instituted largescale asset purchases

    David Chao

    March 16, 2020
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    Coronavirus Update: Sell-off in risk assets and investment implications

    David Chao

    March 13, 2020
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    Could the surge in market volatility signal the end of the current market cycle?

    Kristina Hooper

    March 10, 2020
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    Coronavirus: was the Fed cutting rates the right thing to do?

    John Greenwood

    March 6, 2020
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    Fed cuts rates in surprise move

    Rob Waldner

    March 4, 2020
  • Macro
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    Assessing the unknowns as coronavirus spreads

    Rob Waldner

    March 3, 2020
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    Macro

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

    Kristina Hooper, David Chao

    March 3, 2020
  • Macro
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    Macro

    Invesco Asia Pacific official statement regarding Coronavirus relief

    Invesco

    February 27, 2020
  • Macro
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    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
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    Macro

    The market impact of coronavirus has begun to spread

    Kristina Hooper

    February 19, 2020
  • Macro
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    Macro

    The coronavirus could have a global impact

    Kristina Hooper

    February 11, 2020
  • Macro
    Assessing%20the%20market%20impact%20of%20the%20Wuhan%20coronavirus
    Macro

    Uncommon truths: Viruses, nuclear disasters and financial markets

    Paul Jackson, András Vig

    February 7, 2020
  • Macro
    The%20US-China%20trade%20deal%20presents%20a%20paradox%20for%20markets
    Macro

    The US-China trade deal presents a paradox for markets

    Kristina Hooper

    January 22, 2020
  • Macro
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    Macro

    Forging ahead in China

    Andrew Lo

    February 6, 2020
  • Macro
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    Macro

    Five issues for investors to watch in January

    Kristina Hooper

    January 7, 2020
  • Macro
    Market%20update%20on%20the%20coronavirus%27s%20impact
    Macro

    Market update on the coronavirus's impact

    David Chao

    February 2, 2020
  • Macro
    Assessing%20the%20market%20impact%20of%20the%20Wuhan%20coronavirus
    Macro

    Assessing the market impact of the Wuhan coronavirus

    Kristina Hooper

    January 28, 2020
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    Macro

    Asia outlook 2020 – part 2

    David Chao

    January 17, 2020
  • Macro
    Macro

    Asia outlook 2020 – part 1

    David Chao

    January 17, 2020
  • Macro
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    What could the US-Iran conflict mean for investors?

    Kristina Hooper

    January 14, 2020
  • Macro
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    Macro

    Five issues for investors to watch in January

    Kristina Hooper

    January 7, 2020
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    Macro

    The China position: Gauging investor confidence – an infographic

    November 11, 2019
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