Global Why our long-term bullish thesis for gold remains intact
Discover why gold remains a strong long-term investment despite short-term volatility. Learn how Fed policy, real yields, and central bank demand drive gold prices.
In a time of immense disruption, we believe resilience endures and provides a favourable investment environment for the rest of the year.
Discover why gold remains a strong long-term investment despite short-term volatility. Learn how Fed policy, real yields, and central bank demand drive gold prices.
It is 10 years since the UK voted to leave the European Union. There is evidence that the UK economy has suffered as a result, a conclusion corroborated by financial markets. Opinion polls suggest a more open approach to the EU.
Oil prices dropped dramatically, and inflation breakevens fell, which makes recent talk of a Fed rate hike seem disconnected from the backdrop.
Kevin Warsh begins his Fed tenure, with policy continuity expected but more volatility, shifting communication, and uncertainty around rates.
The apparent US-Iran memorandum of understanding reduces a major geopolitical tail risk and improves the near-term macro backdrop, especially through lower oil prices.
Despite rising energy prices and central banks becoming less dovish as a result of the war with Iran, the global economy appears resilient.
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.
China’s Q1 GDP hits 5.0 percent on record trade and resilient “new economy” output, while March PPI turns positive after 41 months—supporting margins, confidence, and potential inflows into China equities and bonds.
The US and Iran declared a tentative 14-day ceasefire early Wednesday before Asia markets opened. Investors cheered the news; stocks in Asia rallied, Brent oil fell precipitously and the USD eased.
Rising oil prices reshape China’s inflation outlook, with limited pass through, resilient energy security, and potential for a gradual reflation cycle.
Japan’s LDP secures a historic 68% Lower House supermajority, strengthening Prime Minister Takaichi’s mandate and boosting the outlook for Japanese equities, reform, and fiscal policy.
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.
Expert voices from within Invesco and partnering affiliates share thier views on trends, and current and upcoming investment opportunities.
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.