2022 Mid-Year Investment Outlook
While COVID-19’s remarkable effects on economies and policies remain top of mind, a new set of uncertainties has entered the picture.
14 June 2022
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The US presidential race between Kamala Harris and Donald Trump is intensifying. Discover what political strategists had to say about the race in our post-debate US election webinar.
Quarterly Global Asset Allocation Portfolio Outlook | Q4 2024
Paul Jackson, Global Head of Asset Allocation Research for EMEA, shares his views on portfolio allocations in the quarter ahead.
Market prepares for likely Federal Reserve rate cut
As anticipation grows for a Federal Reserve rate cut, the stock market turned in a strong week, led by the technology sector.
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.
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.
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.
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.
Applied philosophy – Strategist from East of the Elbe
Welcome to Applied philosophy, our view on global equity market model sector allocation.
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.
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.
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.
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.
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*Assets under management as at 31 December 2021