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.
On the positive side, we think the global economy could accelerate (despite a slowing US economy) and that the Fed is about to embark on rapid easing.
The UK government is under a lot of pressure, not least in the budgetary realm. With an OBR forecast that net debt will be above 270% of GDP in the early 2070’s, the situation looks dramatic. Our own forecasts suggest the UK is not alone and that many governments will struggle to avoid such debt ratios as populations decelerate and age.
The market environment is challenging, but growth and earnings data remained resilient. We expect markets to resume their climb of the “wall of worry.”
Markets remain composed despite geopolitical and policy uncertainties. Fed rate cuts, resilient credit demand, and selective equity opportunities support a diversified investment approach heading into Q4.
With the Federal Reserve cutting rates and recent US economic data showing resiliency, the environment may be conducive to an end-of-year rally.
On the positive side, we think the global economy could accelerate (despite a slowing US economy) and that the Fed is about to embark on rapid easing.
Economic and earnings data continued to point to a relatively Goldilocks backdrop for stocks and other risk assets.
India continues to demonstrate strong and resilient economic momentum, supported by a series of positive developments that reinforce its long-term growth story, particularly driven by domestic strength.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Presidential elections haven't historically affected the stock market over the long term, so investors probably don't need to worry about November.
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.
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.
The 2024 presidential election is coming. History suggests that investors likely shouldn't worry about what the results mean for the economy and markets.
Expert voices from within Invesco and partnering affiliates share thier views on trends, and current and upcoming investment opportunities.
Asia IG credit enters Q4 with resilience but rich valuations. With easing trade tensions and supportive technicals, investors should stay defensive and selective on quality. Fed and external risks remain key.
Extreme weather is reshaping economies. Governments and investors are ramping up climate resilience efforts, with adaptation and sustainable investing gaining momentum.
The UK government is under a lot of pressure, not least in the budgetary realm. With an OBR forecast that net debt will be above 270% of GDP in the early 2070’s, the situation looks dramatic. Our own forecasts suggest the UK is not alone and that many governments will struggle to avoid such debt ratios as populations decelerate and age.
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.
