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INSIGHTS

Macro

Capital market insights and outlooks from across our global investment, strategy and solutions teams.

Global Monthly Outlook
Macro

Market Insight - Global Monthly Outlook - September 2020 (covering August 2020)

By Invesco

Stock markets continued to march higher during August with the US tech sector again proving strong enough to provide direction to global indices. As the US Federal Reserve tweaked its inflation targeting to an average of 2% over time. Markets took this to mean that rates were destined to stay lower for even longer. US-China tensions were again in the headlines with President Trump taking aim at yet more Chinese Technology business but the market reaction was muted.

September 18, 2020
Staying on guard against overconfidence
Macro

Staying on guard against overconfidence

By Kristina Hooper

I’m concerned that the strong stock performance we’ve seen since March may lead investors to draw some unwarranted conclusions about the future direction of the market. We can’t become overconfident and assume that the threat of a correction is over, nor should we assume that a correction is imminent. I believe the best antidote for overconfidence bias is to have a long-term investing plan — one that includes being very well-diversified.

August 24, 2020
Global Monthly Outlook
Macro

Market Insight - Global Monthly Outlook - August 2020 (covering July 2020)

By Invesco

In July, global equity markets were lifted higher by US stocks, particularly technology companies, which diverged from other markets where returns were more mixed. Elsewhere, concerns about a second wave of Covid-19 and rising trade tensions between the US and China weighed on sentiment with both UK and European indices falling back. The pick-up in infections may slow the rate of recovery in the second half of the year and make the growth path more uncertain, especially in the US.

August 18, 2020

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