Equities
Why European equities are attractively valued
European equities are trading at attractive valuations compared to other regional equity and fixed interest markets. Find out more.
7 October 2024
Equity insights
Follow our equity investment teams as they navigate the latest trends and news that will drive future alpha opportunities.
ETF
Global equity exposure without the concentration risk
The brief stock market correction in July highlighted how quickly market sentiment can change. Although economic fears have since eased, investors are still seeking optimal portfolio strategies. An equal weight version of the MSCI World Index could offer broad global equity exposure while reducing concentration risk compared to a standard market-cap-weighted approach. Read our latest article to find out more.
9 September 2024
Equities
South Korea: Reforms to resolve the ‘Korea discount’ will improve shareholder returns and valuations
In Korea, corporate governance reforms look set to tackle the ‘Korea discount’ and improve shareholder returns and stock valuations. Find out more.
19 February 2024
Equities
Why invest in the emerging markets without China?
Emerging markets ex China are offering investors substantial opportunities, helping them diversify portfolios and reduce country concentration risk. Find out more.
1 February 2024
Investment Outlook
Equities investment outlook: our equity market predictions for 2024
It’ll be a challenging backdrop for equities in 2024. From an investment perspective, company fundamentals are likely to become more important. Read our investment outlook for more.
4 December 2023
Investment Outlook
CIO outlook: What are the investment opportunities for 2023?
Discover in our CIO outlook what the investment opportunities are for 2023 and why it is a market for fundamentally driven active investors. Find out more.
14 December 2022
Equities
Equities: War, energy shocks and ‘apocalyptic’ inflation – finding opportunities amid uncertainty
War, energy shocks and ‘apocalyptic’ inflation – things have escalated a lot since year-end. But what impact have these crises had on equity markets, and did our views materialise? We share our thoughts.
14 June 2022
Equities
Circular economy: unearthing investment treasures in the trash
The second instalment of our thematic sustainability blog series discusses what a circular economy is. We look into what’s required for it to be successful, and how it can generate unique investment opportunities.
Equity
Don’t give up on earnings in 2022
Markets seem reluctant to believe that earnings in Europe can grow at all in 2022. Our European equities team believes this provides more of an opportunity than anything else. Find out why.
11 January 2022
Equities
Finding opportunities in a digital world
Savvy shoppers tend to scan the high street for essentials, but they also find hidden gems off the beaten path. Taking an active approach to investing in the consumer space allows us a similar flexibility: we can invest in well-established benchmark names, but still have the freedom to search for emerging companies that we believe are set to thrive.
13 September 2021
Markets and Economy
Merits for a dedicated China allocation
The economic success of China presents appealing investment opportunities in a broad range of sectors. Not only that, but efforts to loosen the reigns have enabled much easier access to its financial markets.
10 September 2021
Equities
Style versus substance: Why I’m not concerned about the ‘growth or value’ debate
I often get asked about my team’s outlook, or our thoughts on “What’s the market going to do from here?”.
9 July 2021
China
Why China remains a springboard for electric vehicles
Even as COVID-19 decimated global car sales, China’s EV sales still managed to grow by 12% during 2020, accounting for roughly 50% of EV sales globally.
15 June 2021
Equities
The changing face of retail
The internet has changed the way we shop dramatically...
3 June 2021
Equities
An increasingly connected world
Our work in the Invesco Global Consumer Trends strategy is focused on trying to understand the big changes in consumer behaviour that follow from increased connectivity.
3 June 2021
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