2024 midyear investment outlook: opportunities amidst divergence
At the mid-way point of 2024, divergence between individual economies has re-emerged as a theme. How will key economic factors play out and what will the impact on markets be?
Insights
Allow our global network of experts and external partners to provide the inspiration you need to stay ahead of markets and industry trends
Editor's choice
Latest insights
Fixed Income
Monthly fixed income update
August was another positive month for fixed income markets, with Fed Chairman Powell largely confirming that US rates would be cut in September. Read our latest thoughts on how fixed income markets performed during the month and what we think you should be looking out for in the near term.
4 October 2024
Private credit
Why complement direct lending with real estate debt?
Private credit, including real estate debt and direct lending, may offer diversification and lower volatility, making it potentially an attractive option for investors seeking optimized portfolios.
27 September 2024
Factor Investing
Risk & Reward - 3rd issue 2024
This edition of Risk & Reward explores a novel NLP-driven controversy screening tool that complements traditional ESG assessments by effectively identifying financially material controversies through abnormal news flow indicator.
23 September 2024
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.
20 September 2024
Asset allocation
Quarterly Global Asset Allocation Portfolio Outlook | Q4 2024
Paul Jackson, Global Head of Asset Allocation Research for EMEA, shares his views on portfolio allocations in the quarter ahead.
18 September 2024
Market
Monthly Market Roundup
In our monthly market roundup for August, Invesco experts provide a rundown of a positive month for global equities and an update on the fixed income markets.
11 September 2024
Fixed Income
Global Fixed Income Strategy Monthly Report
In our regularly updated macroeconomic analysis we offer an outlook for interest rates and currencies – and look at which fixed income assets are favoured across a range of market environments.
5 September 2024
Alternatives
Yields remain attractive and may maintain positive relative value
Significant focus on the uncertainty of the US macroeconomic backdrop and its potential implications on the market remain top of mind for investment opportunities. Against this cautious outlook, we asked the experts from Invesco’s bank loan, direct lending and distressed credit teams to share their views as the third quarter of 2024 wraps up.
26 August 2024
ETF
US Equities monthly update
The month started out in familiar territory, with tech-driven momentum helping both the Nasdaq-100 and S&P 500 set new record highs after seven straight sessions of gains. However, the Nasdaq-100 gave back those early gains plus more, eventually ending July down 1.6%.
20 August 2024
Private credit
Private credit: A case for senior loans
As we continue in 2024, there has been a significant focus on the uncertainty of the US macroeconomic backdrop and its potential implications for the senior secured bank loan market. Despite these challenges, we see three compelling reasons to consider investing in senior secured loans now.
20 August 2024
ETF
Does swap-based replication offer an advantage?
Any debate over whether physical or synthetic replication is the best way to track an index has been all but laid to rest, with both methods now appreciated for their potential benefits. Discover more.
13 August 2024
ETC
Monthly gold update
The gold price rose 5.2% in July, setting a new record month-end price. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
6 August 2024
Explore further insights
How can we help?
Let us know using this form and one of our specialist team will quickly get back to you.
