Insights

Economy

Upbeat US economy

By John Greenwood

Strong enough to derail trade war angst?

Economy

Upbeat US economy, policy errors in Europe and trade disruptions in China

By John Greenwood

Will the US economy be derailed by a tariff war and what are the implications for China? Can employment and interest rates return to normal in the eurozone?

Economy

Trade disruptions in China

By John Greenwood

Are trade woes the only headwind facing China?

Markets and Economy

What could the US-Iran conflict mean for investors?

By Kristina Hooper

The situation appears to have de-escalated. But if it worsens, there could be a range of effects on various asset classes.

Markets and Economy

Five issues for investors to watch in January

By Kristina Hooper

As 2020 begins, some of the issues we’re watching remain the same as last year, and others are just beginning to take shape.

Markets and Economy

A holiday gift for markets: Increased economic policy certainty

By Kristina Hooper

Weekly Market Compass: The UK election and US-China trade deal promise to provide more clarity for businesses next year.

ESG and responsible investing

Invesco leads ESG initiative in bank loans

Invesco has independently rated over 650 corporate issuers globally against ESG criteria.

ESG and responsible investing

A perspective on active engagement

By Cathrine de Coninck-Lopez

Socially responsible investing was once a fringe movement. In the past two decades however, the concept of responsible investment, or ESG investing, has grown significantly. Today it is a mainstream strategy within the professional asset management world.

ESG and responsible investing

Environmental disruption: friend or foe?

By Cathrine de Coninck-Lopez

The way that companies are responding to disruptive trends is becoming increasingly important in determining their long-term performance.

Factor Investing

Is value back in favour?

By Joshua Kothe

The start of September saw a rapid rotation in equity markets out of momentum stocks into previously shunned value names. Does this recent rally represent the long awaited persistent shift in favour of value?

Factor Investing

Factor investing – 2020 outlook

By Michael Fraikin

Invesco study shows factor investing adoption continues to increase globally

Factor Investing

Factor investing – the 30 year view

By Invesco

As Risk & Reward marks its 30th anniversary, we review Invesco’s long history of factor investing research and look to the future through our association with the Consortium on Factor Investing at Cambridge University.

Factor Investing

Factor investing – 2020 outlook

By Michael Fraikin

Invesco study shows factor investing adoption continues to increase globally

Factor Investing

Factor investing – the 30 year view

By Invesco

As Risk & Reward marks its 30th anniversary, we review Invesco’s long history of factor investing research and look to the future through our association with the Consortium on Factor Investing at Cambridge University.

Research

Central bank reserve asset management whitepaper series

By Arnab Das

Our series of whitepapers co-authored with Jennifer Johnson-Calari, (JJC Advisory, Founder and Former Head of Reserves Advisory and Management Program World Bank) and Adam Kobor (Director of Investments, New York University Endowment Fund), focus on the challenges faced by central bank reserve managers.

Investment outlook

UK equities (equity income) - 2020 outlook

By Mark Barnett

Will 2020 be the year that UK equities return to favour?

Investment outlook

Asia/Emerging markets - 2020 outlook

By William Lam

2020 promises to be a challenging environment, but Ian Hargreaves and William Lam believe Asia and emerging markets can offer opportunities.

Investment outlook

Investment outlook 2020

Our investment teams from around the globe outline their expectations for 2020 to help investors plan for the coming year, wherever the markets take us.

Markets and Economy

Capital market assumptions

By Mark Humphreys

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.

Investment

Taking a cashflow-conscious approach

By Mark Humphreys

Over recent years, the improvement in funding levels for defined benefit (DB) pension plans has amplified the importance of implementing de-risking strategies to hedge liabilities and ultimately bringing plans closer to their goal of securing benefits.

Outcome-based investing

By Mark Humphreys

This whitepaper is the first of a series highlighting the thinking and capabilities of Invesco Investment Solutions.