Global Higher for longer: What the Fed's latest rate hike means for investors
The September FOMC meeting marks an important shift in the policy cycle. After more than three years without a rate increase, the Fed has resumed tightening.
In a time of immense disruption, we believe resilience endures and provides a favourable investment environment for the rest of the year.
The September FOMC meeting marks an important shift in the policy cycle. After more than three years without a rate increase, the Fed has resumed tightening.
Many central banks are now tightening, and bond yields have risen. However, we believe the global economy remains in expansion mode, which encourages us to continue favouring cyclical assets, if not quite as much as before.
AI concerns have reached a fever pitch in recent months after several high-profile AI safety incidents this year.
Policy uncertainty may trigger market drawdowns, but resilient fundamentals continue to support our view that the structural bull market remains intact.
US Treasury Secretary Bessent believes that long yields have lost touch with economic fundamentals and has sanctioned a doubling of the purchase size allowed in the Treasury’s buyback programme for long-dated bonds.
Tensions in the Middle East have escalated once again, with daily exchanges of strikes between Iran and US assets in the region.
Explore why the Japanese yen and other Asian currencies could strengthen as inflation risks, policy shifts, and reduced carry trades weigh on the US dollar.
China’s low-cost AI strategy is reshaping the race for AI leadership, driven by efficient models, chip innovation and growing enterprise adoption.
China Q2 GDP growth slowed to 4.3 percent, but stronger June data showed resilience across exports, retail sales, and industrial output.
China’s domestic travel boom is boosting consumer spending, supporting tourism-related sectors, and creating a new growth engine for the economy.
Asian tech stocks are off to a turbulent start of the week following a sell-off that started in the US after a large US semiconductor company missed revenue expectations and provided no upgrade to AI guidance.
President Trump’s 2026 Beijing visit highlights US‑China relations, trade talks, AI chip access, rare‑earths, and energy security.
Sir Keir Starmer has resigned as Labour leader, setting the stage for the 7th UK prime minister since the Brexit referendum almost exactly a decade ago.
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.
Trump nominates Kevin Warsh as Fed chair in a hawkish surprise. Here’s what it means for rates, markets, and investors.
Preview the US midterm elections, with Democrats favored to retake the House, Republicans likely holding the Senate, and limited constraints on Trump’s policy agenda.
Explore the investment implications of recent US-Venezuela geopolitical developments. Learn how these events impact oil markets, precious metals, fixed income, and Asian assets, with insights from David Chao, Global Market Strategist.
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.
Presidential elections haven't historically affected the stock market over the long term, so investors probably don't need to worry about November.
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.
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