Global Debating the state of US exceptionalism for stock investors
The economies, markets, and currencies of other countries may begin to catch up to the US, but it has unique qualities that sets it apart.
July 8, 2025
INSIGHTS
Markets & Economy
Capital market insights and outlooks from across our global investment, strategy and solutions teams.
2025 Midyear Investment Outlook: The Global Reset
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.
Global
Global FX Pulse quarterly update
Paul Jackson in Invesco’s GMS Office shares his quarterly outlook on the currency markets. Find out more.
July 7, 2025
Global Five trends to watch as US stocks hit a new high
An expectation for improved trade policy clarity and continued spending on artificial intelligence helped boost the S&P 500 Index to a new all-time high.
July 1, 2025
Global Oil moves on Middle East tensions, but other markets stay the course
The Middle East dominated the news, but beyond oil and gas, most markets haven’t yet reacted heavily. Central banks remain in somewhat of a wait-and-see mode.
June 24, 2025
Global Applied philosophy: Are US corporate investment grade spreads unusually tight?
Corporate investment grade bonds in the United States are not necessarily the most exciting assets at this moment, but perhaps that is just as well (we are Neutral within our Model Asset Allocation).
June 23, 2025
Global Putting markets into perspective as Middle East tensions escalate
Geopolitical uncertainty immediately triggered a flight to "safe haven” assets, but the US dollar was largely unaffected.
June 17, 2025
Asia Pacific
Asia Pacific China’s big bet on robots
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.
May 9, 2025
Asia Pacific Asia markets sell off as investors continue to react to Trump’s tariffs
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.
April 9, 2025
Asia Pacific What’s next for Indian equities following the recent pullback?
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.
February 19, 2025
Asia Pacific Taking stock of Japan’s institutional governance reform
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.
February 19, 2025
Asia Pacific What's next for China AI after DeepSeek's debut?
The dust is starting to settle after Chinese start-up DeepSeek’s debut roiled US tech stocks last week. We delve into the investment implications and share our outlook for China AI.
February 5, 2025
Asia Pacific What's on the horizon for China's economy?
Chinese equity markets have faced some headwinds since the start of the year. It is worth point out that historically, the first two months of the year have been volatile for Chinese stocks. Find out more.
January 10, 2025
EMEA
EMEA Why European equities in the current macro environment?
European equities could warrant greater attention with secular and structural trends appearing to take shape. Find out more.
March 19, 2025
EMEA French elections, EU right swing and market implications
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.
June 21, 2024
EMEA ECB rate cut signals the beginning of a global easing cycle
The European Central Bank (ECB) and Bank of Canada cut policy rates this week, following the Riksbank (Sweden) and Swiss National Bank (SNB) earlier this Spring – firing off the starting gun of a new global monetary policy cycle.
June 7, 2024
North America
North America An investor’s guide to US Section 899 tax proposals
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.
June 24, 2025
North America US presidential election 2024
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.
October 3, 2024
North America Will the presidential election affect the stock market?
Presidential elections haven't historically affected the stock market over the long term, so investors probably don't need to worry about November.
September 23, 2024
North America Trump vs. Harris: Election changes course
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.
September 23, 2024
North America US presidential election update: What could Kamala Harris mean for Asia?
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.
August 23, 2024
North America Could the 2024 U.S. presidential election affect market performance?
The 2024 presidential election is coming. History suggests that investors likely shouldn't worry about what the results mean for the economy and markets.
March 4, 2024
Suggested Articles
Expert voices from within Invesco and partnering affiliates share thier views on trends, and current and upcoming investment opportunities.
Multi Asset Tactical Asset Allocation - July 2025
Despite rising concerns of US fiscal sustainability, US Treasury markets remain resilient, and bond yields continue to decline. In our opinion, US dollar depreciation remains the path of least resistance and the most likely macro adjustment to address US external funding requirements.
July 10, 2025
Global Debating the state of US exceptionalism for stock investors
The economies, markets, and currencies of other countries may begin to catch up to the US, but it has unique qualities that sets it apart.
July 8, 2025
Global FX Pulse quarterly update
Paul Jackson in Invesco’s GMS Office shares his quarterly outlook on the currency markets. Find out more.
July 7, 2025
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