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?
2024 Investment Outlook
As we move into 2024, we expect the global economy to slow marginally and inflation to gradually subside — clearing the way for central banks to begin cutting interest rates around mid-year.
Commodities: The Final Frontier of Climate Investing
Commodities can play several roles in a portfolio with the potential for diversification, inflation hedging and growth opportunities. Find out more from the commodities and investment experts at Invesco and Bloomberg.
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.
The Aristotle List: 10 improbable but possible outcomes for 2024
Each year, in his Aristotle list, Paul Jackson seeks those, unlikely-but-possible, out-of-consensus ideas for 2024 that he believes have at least some chance of happening. From possibilities of recession to emerging market outperformance and even the winner of the upcoming Euro 2024 tournament in football. Read the full list here.
Rotating markets and politics
In Uncommon Truths, Invesco experts Paul Jackson and Andras Vig’s provide a regular in-depth look at the big topics impacting markets.
Market prepares for likely Federal Reserve rate cut
As anticipation grows for a Federal Reserve rate cut, the stock market turned in a strong week, led by the technology sector.
Tactical asset allocation
Welcome to our Tactical Asset Allocation hub. Here you’ll find a selection of the most recent research from Invesco Solutions. Read our latest analysis that covers market strategy and opportunities across various asset classes.
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.
Stock market jitters and the case for a soft landing
Fears about the US economy rippled through the markets last week as recent data fell short of expectations. But the case for a relatively soft landing remains strong.
Applied philosophy – Strategist from East of the Elbe
Welcome to Applied philosophy, our view on global equity market model sector allocation.
Monthly gold update
The gold price rose 2.3% in August, breaking through US$2,500 an ounce as the market prepares for the first Fed interest rate cut. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
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.
How will the market react when the Federal Reserve cuts interest rates?
The market’s reaction when the Federal Reserve dropped interest rates after the 1994-1995 tightening cycle could be a guide going forward.
When doves yell: Fed loudly signals a September rate cut
Minutes from the July FOMC meeting were surprisingly dovish, and Federal Reserve Chair Jay Powell suggested a likely policy shift in comments from Jackson Hole.
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.
Monthly commodities update
Find out how commodities performed in July, with insights into the key macro events and what we think you should be keeping an eye on in the near term with our latest commodities update.
Reversal of fortune
After the sharp decline bottomed on August 5, new data drove a strong US and global stock rally for one of the best weeks this year. We still believe the US will avoid a recession.
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