Global Greater clarity on the main risks to the market
We got some clarity on the two big risks we outlined in our 2026 investment outlook: Federal Reserve independence and an AI bubble.
February 3, 2026
INSIGHTS
Markets & Economy
Capital market insights and outlooks from across our global investment, strategy and solutions teams.
2026 Investment Outlook: Resilience and rebalancing
We believe the market can continue to rise in the new year, and we expect new opportunities to be unlocked as market leadership evolves.
The Big Picture: Global asset allocation 2025 Q4
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.
Global
Global Kevin Warsh nominated to serve as next Fed chair
Trump nominates Kevin Warsh as Fed chair in a hawkish surprise. Here’s what it means for rates, markets, and investors.
February 2, 2026
Global Strategic Sector Selector: Unmoved by uncertainty
The decent returns on global equities during Q4 2025 masked significant volatility as concerns around valuations in the technology sector and the US economy remained in the headlines.
January 30, 2026
Global Four key market signals to watch
Geopolitical risks have risen, but bond spreads, economic and inflation data, and the US dollar haven’t signaled any major stock market issues.
January 27, 2026
Global Applied philosophy: Strategist from East of the Elbe - Q1 2026
The total returns on assets in Central and Eastern EU member countries (CEE11) have been strong within equities and subdued for government bonds in the last three months.
January 21, 2026
Global New year, same story: Geopolitics, tariffs, and resilience
The calendar flipped to a new year, but macro and market trends look largely the same: Resilience in the US economy, geopolitical shifts, and tariff talk.
January 21, 2026
Asia Pacific
Asia Pacific Japan bond yields surge as fiscal risks rise
Japanese government bond yields jump amid PM Takaichi’s tax-cut plans. David Chao analyzes the impact on Japanese equities, bonds, and the yen, with key investment implications.
January 26, 2026
Asia Pacific China’s record trade surplus driven by strong exports, competitive RMB, and global trade shifts
China’s trade surplus reached a record USD 1.2 trillion in 2025, driven by export growth, a competitive RMB, and shifting global trade dynamics.
January 23, 2026
Asia Pacific China outlook for 2026: Growth hits 5 % as AI investment emerges as a key driver
China met its 5% GDP growth target in 2025, led by exports and manufacturing. AI investment and policy support could lift growth and markets in 2026.
January 20, 2026
Asia Pacific Japan bond market volatility and monetary policy outlook
Japan’s 10-year government bond yield climbs to 1.95%, its highest since 2007, as markets anticipate a BOJ rate hike in December amid weak GDP data and stimulus plans.
December 19, 2025
Asia Pacific How China’s affordable, accessible AI strategy is shaping global innovation
Discover how China’s affordable, accessible AI strategy, powered by open-source innovation and strong policy support, is driving global adoption and reshaping industries.
December 11, 2025
Asia Pacific Why Japanese bond yields are rising and the yen is falling
Discover why Japanese bond yields are climbing and the yen is weakening, driven by stimulus plans, fiscal concerns, and shifting market dynamics.
November 28, 2025
EMEA
EMEA Europe's resurgence and new cycle of 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.
July 24, 2025
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
North America
Global Kevin Warsh nominated to serve as next Fed chair
Trump nominates Kevin Warsh as Fed chair in a hawkish surprise. Here’s what it means for rates, markets, and investors.
February 2, 2026
North America US midterm election preview
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.
January 28, 2026
North America What are the investment implications of the latest US-Venezuela geopolitical developments?
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.
January 6, 2026
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
Suggested Articles
Expert voices from within Invesco and partnering affiliates share thier views on trends, and current and upcoming investment opportunities.
Global Greater clarity on the main risks to the market
We got some clarity on the two big risks we outlined in our 2026 investment outlook: Federal Reserve independence and an AI bubble.
February 3, 2026
Global Kevin Warsh nominated to serve as next Fed chair
Trump nominates Kevin Warsh as Fed chair in a hawkish surprise. Here’s what it means for rates, markets, and investors.
February 2, 2026
Global Strategic Sector Selector: Unmoved by uncertainty
The decent returns on global equities during Q4 2025 masked significant volatility as concerns around valuations in the technology sector and the US economy remained in the headlines.
January 30, 2026
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