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.
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.
Falling fertility rates suggest less population growth, which could bring lower GDP expansion and less inflation. Africa appears relatively well placed; Europe, Asia and South America less so.
The Federal Reserve saw two members dissent on rates for the first time in 32 years and countries raced to secure US trade deals before a key tariff deadline.
Our global market strategists examine the Federal Reserve’s July decision to hold interest rates steady amid signs of moderating growth, rising tariff-related risks and emerging inflation pressures. Explore the full analysis for insights into trade dynamics, Fed policy expectations, and key equity market catalysts.
The media sector has been the strongest performer in the last 12 months. This has pushed both absolute and relative valuations to uncomfortably high levels.
As trade deals are struck before Trump’s Aug. 1 deadline, global investors have begun to look past tariff uncertainty and appear to expect an optimistic outcome for the second half of this year.
Sovereign investors explore digital assets for long-term value, with growing interest in blockchain, stablecoins, and central bank digital currencies.
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.
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.
Japan has been undergoing significant institutional governance reforms over the past few years, aimed at creating a more transparent, accountable, and dynamic corporate environment – and in turn fostering economic 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.
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.
As markets continue to overlook the impact of sustained trade frictions, now is the time to adopt a defensive stance and position portfolios for late-cycle risks. Find out more.
As the financial landscape continues to evolve, investors are constantly seeking new opportunities to diversify their portfolios and generate attractive returns. One such investment that has gained significant attention in recent years is Collateralized Loan Obligations (CLO).
Falling fertility rates suggest less population growth, which could bring lower GDP expansion and less inflation. Africa appears relatively well placed; Europe, Asia and South America less so.
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.
