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.
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ETF
Global equity exposure without the concentration risk
The brief stock market correction in July highlighted how quickly market sentiment can change. Although economic fears have since eased, investors are still seeking optimal portfolio strategies. An equal weight version of the MSCI World Index could offer broad global equity exposure while reducing concentration risk compared to a standard market-cap-weighted approach. Read our latest article to find out more.
September 9, 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.
September 6, 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.
September 5, 2024
Fixed Income
Monthly fixed income update
August was another positive month for fixed income markets, with Fed Chairman Powell largely confirming that US rates would be cut in September. Read our latest thoughts on how fixed income markets performed during the month and what we think you should be looking out for in the near term.
September 5, 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.
September 4, 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.
August 26, 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.
August 26, 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.
August 20, 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.
August 19, 2024
Weekly Market Compass
Why the recent market correction may have been an overreaction
Last week saw a big market sell-off that significantly reversed itself, suggesting the happiest investors may be those who ignored it all.
August 14, 2024
Market
Monthly Market Roundup cov. July 2024
In our monthly market roundup for July, Invesco experts give a rundown on a mixed month for global equity markets, as well as an update on fixed income markets.
August 13, 2024
Fixed Income
Emerging market local debt | Monthly macro insights
Catch up on monthly fixed income insights from our emerging market local debt team.
August 13, 2024
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