Capabilities

Equities

We manage both active and passive capabilities that span regions and styles. With decades of experience, we offer a diverse range of strategies to meet your financial goals.

Equities

Equity strategies that suit your needs

Investors count on our proven approach to build highly active equity portfolios. We look for valuation opportunities in mispriced stocks and keep them until the market recognises what they are worth.

We have strategies to match your needs and long-term goals, whether that is growth, value, diversification, income, or total returns.

Rethink possibilities and explore our strategies from fundamental and factor-based equities to innovative exchange-traded funds (ETFs).

Fundamental equities

Fundamental equities

Learn more about our actively managed equities that span regions and styles.

Explore funds

Transcript

Equity ETFs

Equity ETFs

Our exchange-traded funds (ETFs) provide you with access to a wide range of global equity markets, designed to track the performance of leading stock indices.

Explore ETFs

Transcript

Related insights

  • Investment Outlook
    Equities%20investment%20outlook%202025
    Investment Outlook

    Equities: An improving landscape in the year ahead

    By Invesco

    The 2025 equities outlook is improving. Balance sheets look healthy, and many stocks are attractively valued, though geopolitical risks remain. Find out more.

    27 November 2024
  • ETF
    Three%20compelling%20reasons%20to%20consider%20S&P%20500%20Equal%20Weight
    ETF

    Three compelling reasons to consider S&P 500 Equal Weight

    By Invesco

    Discover the potential of equal weight strategies and how they could offer enhanced diversification.

    26 November 2024
  • Equities
    Four%20key%20takeaways%20from%20our%20equities%20outlook%20webinar
    Equities

    Four key takeaways from our equities outlook webinar

    By John Surplice

    Last month we hosted an exclusive equities webinar diving into some of our investment philosophies and processes. John Surplice, answers some of the most interesting questions raised on the day.

    20 November 2024
  • Equities
    UK%20smaller%20companies:%20review%20and%20outlook
    Equities

    UK smaller companies: review and outlook

    By Jonathan Brown

    Markets were relatively volatile during the quarter, with investors being pulled between the negatives of geopolitics and weaker industrial demand, and the potential benefit of lower interest rates.

    19 November 2024
  • Equities
    Equities

    Invesco Global Equity Core Strategy – Video update

    By Invesco

    Andy Hall and Emily Roberts, fund managers, speak to Sid Shah, Product Director, to provide an update on how they are currently positioning the Invesco Global Equity Core Strategy.

    8 November 2024
success failure

How can we help?

Let us know using this form and one of our specialist team will quickly get back to you.

How can we help?

Your contact information.

When you interact with us, we may collect information about you which constitutes personal data under applicable laws and regulations. Our privacy notice explains how we use and protect your personal data.

How can we help?

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Frequently asked questions

They represent ownership of a company in the form of shares that let individuals participate in the firm’s profits and dividends. The prices of equities, also known as stocks, fluctuate on the open market based on the firm’s prospects, earnings, fundamentals, economic trends, and other factors. Stock owners can also typically vote in corporate elections and on other decisions related to the company.

Investors in equities may have several financial objectives, including long-term capital appreciation and attractive dividends. Although stock prices may fluctuate more than other asset classes, such as Treasury bonds, long-term investors hope to be rewarded for the risk with potentially higher returns. Equities are also seen as a way to preserve purchasing power by potentially keeping up with or outperforming inflation. Finally, investors may use equities to diversify a portfolio of other asset classes, including bonds and real estate.

While equities are traditionally seen as an asset class that could potentially generate long-term capital appreciation, investors should consider their risks. These risks include market volatility, declining share prices, economic weakness, and company-specific risks. Investors in equities risk losing part or all their investments based on stock price movements.

Investing in public equity involves publicly traded companies whose shares trade on stock exchanges, and they typically must disclose their earnings and other financial information quarterly. Public equities are generally seen as liquid because they are listed. Private equity, on the other hand, represents an investment in a company that is not publicly traded and may not disclose as much financial information. Private equity investments generally have lower liquidity and higher risk but the potential for higher returns.

When it comes to publicly listed companies, most individuals invest in common stocks, although preferred stocks are another type. Investors can also get exposure to equities through real estate investment trusts (REITs), exchange-traded funds (ETFs), mutual funds, and other managed vehicles.

  • Investment risks

    The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

    Important information

    Data as at 10 October 2023.

    This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.

    Views and opinions are based on current market conditions and are subject to change.

    EMEA3634725/2024