Alternatives Private credit quarterly roundup: Liberation Day market responses
Experts from Invesco's bank loan, direct lending and distressed credit teams to share their views from the second quarter of 2025.
9 June 2025
Search for income
Global debt Choosing a different path: divergent interest rate hiking cycles create emerging market opportunities
Interest rate hikes have been used to combat inflation in emerging markets. But will the different approaches adopted by central banks lead to opportunities?
19 November 2021
Search for income The top five questions clients are asking us now
Tapering, tightening and transitory inflation. As we enter the home stretch of an eventful 2021, these are some of topics that are generating questions from clients right now. Matt Brill shares his views on how these issues may impact core fixed income portfolios.
15 November 2021
Global debt EMLD World Tour October 2021: Czech hikes
Join us on the latest stretch of our world tour! Wim Vandenhoeck and Gerald Evelyn arrive in the Czech Republic and chat all things inflation.
9 November 2021
Fixed Income US inflation and dollar duration
US inflation is running at a high level. Some of this price pressure is likely to be transitory, reflecting the bounce-back in economic activity as the world reopened. But there is considerable evidence of persistent price rises too. We examine the clearest example of this: shelter.
27 October 2021
Economics Mind the Gap
A sizeable gap has built up between UK and Euro area interest rates. How does monetary policy differ between their two central banks?
22 October 2021
Real estate Real estate debt’s potential as a secured income alternative
Global markets continue to be impacted by inflation concerns, and with the US Federal Reserve indicating an increase in interest rates by next year, investors are looking for assets that have the potential to offer more resilience to higher inflation income streams with some inflation protection. We believe well executed real estate debt investments could offer just that.
13 October 2021
Global debt EMLD World Tour August 2021: China’s regulatory tightening
We believe recent regulatory tightening in China is not inconsistent with the broader goals of the 14th five-year development plan to build the country into a modern socialist country.
26 August 2021
Global debt EMLD World Tour June 2021: Chile through an ESG lens
The events in Chile since 2019 have underlined the importance of ESG factors for longer-term value creation.
18 June 2021
