Market

Capital Market Assumptions

Invesco’s Capital Market Assumptions are designed to guide strategic asset allocations. For each asset class, we develop assumptions for expected return, volatility and correlation.

Trailblazer China

China is likely to emerge as a dominant growth engine of the world over the next decade.

Internal and external vulnerabilities

Structural imbalances are key, not the unforeseen pandemic cyclical shock.

Emerging markets outlook

The Covid-19 crisis has put a considerable strain on all economies but which ones are likely to emerge as winners?

Where do stocks and bonds go from here?

The monetary and fiscal response to the coronavirus crisis so far has resulted in a mixed outlook.

Coronavirus impact and response: A global view

What can we learn from the hardest-hit countries, and what does this all mean for markets Weekly?

Assessing the globe’s three-pronged policy response to coronavirus

Health care, monetary, and fiscal policy will all play critical roles in combating this crisis.

Europe: Assessing things calmly

European equity fund managers Jeff Taylor and John Surplice share their thoughts on the recent coronavirus related sell-off, as well as discussing what Europe’s growing green agenda and the transition to clean energy means for the oil majors.

A rebound for emerging markets in the 2020s?

Laying the foundations for a more successful decade following a challenging ‘teen’ period.

Could the surge in market volatility signal the end of the current market cycle?

Markets sell off over continued coronavirus concerns and new pressure on oil pricing

As markets struggle, where do global economies go from here?

Where do economies go from here as the coronavirus outbreak spreads? It varies by region, but we believe Q2 will be brighter for China, and we do not expect a substantial impact on the global economy beyond 2020.

Coronavirus-related news and statistics released over the last few days are troubling

With Coronavirus news and statistics impacting global markets, I still hold out hope that this contagion will be short-lived. I will be closely following upcoming data releases in China, Japan, the US, and the eurozone.