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
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.
Most read
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
Asset allocation
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.
19 January 2024
Asset allocation
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.
19 August 2024
Latest insights
Asset allocation
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.
11 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
Weekly Market Compass
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.
10 September 2024
Asset allocation
Applied philosophy – Strategist from East of the Elbe
Welcome to Applied philosophy, our view on global equity market model sector allocation.
9 September 2024
ETC
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.
6 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
Weekly Market Compass
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.
4 September 2024
Weekly Market Compass
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.
26 August 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
ETC
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.
22 August 2024
Weekly Market Compass
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.
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
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