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.
Opportunities and challenges in a post-coronavirus Japan
After four months since the start of the coronavirus outbreak, Japan lifted its state of emergency - restrictions to curb COVID-19’s spread – was fully lifted on May 25.
Is determining the shape of the global economic recovery much ado about nothing?
Deciding whether the recovery is V, U, W or any other shape may depend on where you look and may not matter much for the markets
Mid-year outlook: A slow, uneven economic recovery in the second half
It’s a challenge to craft a six-month outlook during a pandemic, but tumultuous times call for a focus on what we have historically learned about market and business cycles. Our base case is that the global economic recovery in its initial stages will be slow and uneven, and that there will be increased volatility for a variety of assets.
Asia Pacific outlook – Q3 2020
As China lifts its COVID-19 lockdown, what will its economic recovery look like? What does this mean for other economies? David Chao shares his global market outlook in this video.
Economic data shows improvement, but infection rates prove difficult to control
We continue to receive positive economic news as developed world economies progress in their re-openings, but I’m also keeping an eye on some negative signs that could cause disruption. I evaluate the positive and negative signs we’ve seen recently and what they may mean for markets.
Portfolio managers discuss consumer trends, energy use as lockdowns ease
E-commerce takes greater hold among food shoppers, while energy demand starts to recover
Five key takeaways from the Fed’s press conference
Last week saw a massive sell off for stocks globally. The initial trigger seems to have come from US Federal Reserve Chair Jay Powell’s press conference following the June 9-10 meeting of the Federal Open Market Committee (FOMC). Below, I summarize five key points from that press conference and the key takeaways I heard while “reading between the lines.
Burgeoning ‘green shoots’ bring hope for an economic recovery
May brought encouraging signs of economic recovery in the US, Canada, Europe and China. I believe fiscal stimulus needs to continue, or else the situation could change and these “green shoots” could quickly wilt and die.
Beijing’s restrained COVID-19 response at annual meeting keeps gunpowder dry
Beijing’s targeted measures introduced at its recently-concluded annual legislative meeting were seen as the first responses to COVID-19 lockdowns. David Chao analyzes the macro outlook.
Nations pledge trillions in fiscal stimulus to boost their economies
The European Union, Japan, and China propose a variety of spending initiatives to help businesses and workers
US-China relations sour amid COVID-19’s spread
Relations between the two countries may be going through a rough patch and stoking market volatility, but David Chao sees some positive outcomes for markets.
Extraordinary times, extraordinary measures – linking epidemiology and economies
Based on our COVID-19 conversations worldwide, we come up with five conclusions that link epidemiology and our economic analysis. We also explore what might come next after the first wave of infections.
by David Chao
China’s annual legislative meeting will preview fiscal and policy responses to COVID-19 recovery
US-China tensions could be the biggest risk to US stocks this year
Portfolio managers examine the impact of COVID-19
Low-wage job losses fuel the US stimulus debate
What China and Hong Kong's recent consumer data could mean for post-coronavirus recovery
Global markets: What to watch for in May
Portfolio managers discuss investment possibilities in real estate, equities and credit
As the US passes more stimulus, disagreements loom on what comes next
Policies, performance and prognosis beyond pandemic pandemonium and panics
Three scenarios for the Covid-19 outlook
As earnings season looms, portfolio managers look for long-term opportunity
Trade, stimulus, and politics: What matters to markets this week
Even with massive stimulus, inflation may not even feature in post-pandemic world
Six things for investors to watch in April
Where do portfolio managers see opportunities in today’s environment?
Where do stocks and bonds go from here?
Uncommon truths: Is oil cheap at US$20?
IFI weekly update: Market correction and Fed action create potential opportunity in high quality bonds
A new dashboard to consider for signs of a new market cycle
Global Market Strategist Asia Pacific outlook: Q2 2020
Coronavirus impact and response: A global view
Assessing the globe’s three-pronged policy response to coronavirus
The Fed cut its benchmark interest rate and instituted largescale asset purchases
Coronavirus Update: Sell-off in risk assets and investment implications
Could the surge in market volatility signal the end of the current market cycle?
Coronavirus: was the Fed cutting rates the right thing to do?
Fed cuts rates in surprise move
Assessing the unknowns as coronavirus spreads
As markets struggle, where do global economies go from here?
Invesco Asia Pacific official statement regarding Coronavirus relief
Recent data reveal the economic impact of coronavirus
Health check: the coronavirus’s impact on Asian economies and markets
The market impact of coronavirus has begun to spread
The coronavirus could have a global impact
Uncommon truths: Viruses, nuclear disasters and financial markets
The US-China trade deal presents a paradox for markets
Forging ahead in China
Five issues for investors to watch in January
Market update on the coronavirus's impact
Assessing the market impact of the Wuhan coronavirus
Asia outlook 2020 – part 2
Asia outlook 2020 – part 1
What could the US-Iran conflict mean for investors?
Five issues for investors to watch in January
The China position: Gauging investor confidence – an infographic
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.
