banner
INSIGHTS

Video Channel

Watch the interviews and key market insights from our experts.

  • Asia Pacific Macro Outlook Q1 2024

    Transcript

    Hi, I am David Chao, Global Market Strategist for Invesco Asia Pacific.

    The strong performance of many assets over the past four months reflected more optimism about the state of the global economy.

    Most notably, March delivered a long-awaited broadening in the US equity market to more cyclical sectors and factors such as value and mid- and small-cap stock – and I think this trend is likely to  continue.

    Still, US Equities have performed very well and the potential there is limited. In hunt for better returns of the coming quarter, I am overweight EM equities, and REITs, which have the potential to produce the best returns given low valuations.

    From a fixed income perspective, I think emerging market government bonds and higher quality non-investment grade debt, such as senior loans, private credit are likely to do well.

    Commodities which have lagged and may benefit from an economic upturn. So I'm warming up there. Within currencies, I am underweight the US dollar and overweight the Japanese Yen.

    There continues to be much debate on when the Fed is going to start cutting rates. While our base case remains in June, it’s possible that inflation and interest rates could continue to be elevated.  

    In an increasingly complex global environment, APAC investors are reminded to remain diversified yet adaptive to changing market conditions. 

    Asia Pacific Asset Allocation Outlook Q2 2024

    In an increasingly complex global environment, David Chao reminds APAC investors to remain diversified yet adaptive to the changing conditions. Watch this video to learn more. 

    Asia Pacific Macro Outlook Q1 2024

    Transcript

    For APAC investors in the coming year, we think that assets in the region are attractively priced when compared to developed markets whether it be bonds or equities. 

    Fed easing next year should weaken the USD, which could further help Asian currencies, especially the JPY. Certain EM central banks such as in Lat Am and China have already started to ease. 

    However, US recessions have historically been instrumental in triggering a reset for EM equities. Asian economies tend to be more cyclical and an early cycle asset class and have led the global recovery out of all four previous US recessions since the 1990s.

    Overall, we think EM equities can follow the lead of EM bond outperformance because of stronger GDP and corporate earnings growth in the coming years.  

    Learn more about our APAC and global insights in our 2024 annual investment outlook.  

    Asia Pacific Macro Outlook Q1 2024

    In this video David Chao, Global Market Strategist, Asia Pacific (ex-Japan), shares his asset class outlook for the Asia Pacific region. He thinks EM equities can follow the lead of EM bond outperformance. Watch the video to learn more.  

     

    Video watch time: 1:16 minutes

    Asia Pacific Macro Outlook Q4 2023

    David Chao would not be surprised to see more market volatility in the near term due to policy uncertainty and it makes sense to be cautious and defensively positioned. Watch the latest outlook in this video. 

  • Nasdaq-100 Index: Research and Development (R&D)

    At Invesco, we quantify innovation by looking at a company's commitment to research and development. Learn more from Ryan McCormack and Paul Schroeder in this video. 

    Innovation Answered

    “Innovation Answered” answers the big questions on how innovation can inspire change, create impact, and drive the world forward—with specific stories from Nasdaq-100 companies who are making this a reality.

    What's an ETF?

    Learn how ETFs may offer diversified exposure to focused areas of the market.

  • Investing in transition leadership in China

    What’s the case for transition investing in China? Alexander Chan highlights the opportunities and challenges in this video.

    ESG Explainer Series: Three investment themes of energy transition in Asia

    Asia countries are actively making inroads in climate policies and developing new technologies and infrastructure, such as smart grid, EVs and green hydrogen. Learn more about the related investment themes from Alexander Chan in this video. 

    ESG Explainer Series: Three investment opportunities of decarbonization

    IPCC’s latest report has emphasized the need for emissions reductions across all sectors which require supporting investments to scale and drive transition including in 3 areas of priority.  Alexander Chan discusses the investment opportunities from decarbonization in this video.

    ESG Explainer Series: Four ESG trends to watch

    What is Invesco’s ESG strategy and approach? In this educational video series, Alexander Chan, Head of ESG Client Strategy Asia Pacific will explain our ESG approach with key elements: climate transition, transparency and comparability, corporate engagement and sustainability. 

  •               sssss

    2024 Investment outlook: China equities

    We see two major trends in China’s economic landscape, namely “Reglobalization” and “Greenization”. Raymond Ma shares the China equities outlook for 2024 in this video.

    2023 Mid-Year China Macro Outlook part 1

    Where is China in the stage of economic cycle? David Chao and Thomas Wu from our Global Market Strategy team discussed in this video.

    Video 2023 Mid-Year China Macro Outlook part 2

    What is the broader impact of AI to the market and the latest trend of de-risking from China supply chain? David Chao and Thomas Wu from our Global Market Strategy team share their views in this video.

    What’s driving China’s path to carbon neutrality?

    The recent rise in energy and coal demand has revealed the near-term challenges to China’s decarbonization effort. In spite of this, there are several key drivers supporting China’s journey to net-zero. Andrew Tong, Senior Portfolio Manager in Invesco's China A Investments team discusses in this video.

    What's driving the growth of China's healthcare market?

    Underpinned by long-term themes, such as an ageing population, greater healthcare spending, advances in and adoption of technology, China's healthcare sector is booming, and this trend is set to continue for some time yet.

  •               sssss

    2024 Investment outlook: Asia equities

    We anticipate that Asia will enjoy a relative stability in the economic environment and will be back to normalized growth path. William Yuen shares the Asia equities outlook for 2024 in this video.

                  sssss

    2024 Investment outlook: China equities

    We see two major trends in China’s economic landscape, namely “Reglobalization” and “Greenization”. Raymond Ma shares the China equities outlook for 2024 in this video.

  • Asia Fixed Income Investment Outlook - Quarterly Update (Q2 2024)

    Going into the Q2, Chris Lau expects stable fundamentals and strong technical will continue to support Asia investment grade credit. Norbert Ling believes Asia high yield bond will provide diversified sector exposure and income will remain a core component of total return.

                  sssss

    2024 Investment outlook – Asia fixed income part 3

    Where do we see opportunities in 2024? Yifei Ding, Norbert Ling and Chris Lau uncover the countries and sectors they favor in this video.  

                  sssss

    2024 Investment outlook – Asia fixed income part 2

    What are the major themes and trends in 2024? Yifei Ding, Norbert Ling and Chris Lau have a deep dive into the Asia fixed income outlook in this video. 

                  sssss

    2024 Investment outlook – Asia fixed income part 1

    Looking back to 2023, what’s the performance of different Asian fixed income assets? Yifei Ding, Norbert Ling and Chris Lau discuss in this video. 

    Asia fixed income investment outlook (Q4 2023)

    We see fundamental bright spots within the Asia high yield markets such as Indian renewables, Macau gaming and oil and gas issuers with resilient fundamentals. Watch the video update from Norbert Ling, Credit Portfolio Manager of Invesco Fixed Income.

                  sssss

    2023 mid-year investment outlook: Asia fixed income

    In this video, Chris Lau discusses the bright spots in Asia fixed income that might be under-looked by investors. 

success failure

How can we help?

Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.

How can we help?
How can we help?

By providing your details here you consent to receiving marketing materials which includes our newsletters and information from Invesco globally that we think maybe of interest to you (including direct marketing). You can withdraw your consent at any time by selecting the unsubscribe option in the communication you receive or by contacting your regional sales representative. For further information on how we store and use data, please refer to our Privacy Policy.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.