Stay up to date with the latest twists and turns of global markets and macroeconomic news and views from our global market strategists and investment teams.
Markets absorbed tariff news, tech company earnings, news from the new US Treasury Secretary, disappointing US inflation-related reports, and more.
In our monthly market roundup for January, Invesco experts provide an overview of a strong month for global equities and offer an update on the fixed income markets.
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.
Recent history has shown that protectionist measures such as tariffs can hinder economic growth in the near term but don't necessarily create a long-term hurdle for markets.
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
Will US inflation rise? Are tariffs a concern? With the new year and a new Trump administration, investors have questions about the economy and markets.
The December US jobs report showed strong growth, prompting market concerns about the economy running too hot and opening the door to more inflation.
Markets around the world rose last year despite geopolitical uncertainty, a trend that I believe seems poised to continue.
A growing trend toward fiscal conservatism, the continued importance of monetary policy, increasing geopolitical risks, and technological innovation could drive global markets in the new year.
Deregulation and tax cuts could potentially provide a boost to US economic and market growth, while tariffs and immigration restrictions could pose challenges.
The potential for significant deregulation and tax cuts has excited many investors, leading US stocks to “climb the wall of worry” despite immigration and tariff risks.
We expect significant monetary policy easing to push global growth higher in 2025, fostering an attractive environment for risk assets as central banks achieve a “soft landing.”
Welcome to Applied philosophy, our view on global equity market model sector allocation.
Paul Jackson, Global Head of Asset Allocation Research for EMEA, discusses his insights on portfolio allocations and strategies for the 2025 outlook.
Based on his campaign pledges, here are some things we’ll be watching from President-elect Donald Trump and what they may mean for the economy and markets.
BA degree, MBA
BA from Princeton University and PhD from London School of Economics
BSc in Economics from the London School of Economics and a Master of Philosophy in Economics from Oxford
