Fixed Income Asia Fixed Income Investment Outlook – Quarterly Update
Chris Lau, Norbert Ling and Yifei Ding from Invesco's Fixed Income team share their investment outlooks for Asia investment grade, high yield and emerging market bonds for 2025.
We expect growth to continue to slow in the near term, followed by a reacceleration through 2025, which should foster a favorable environment for risk assets globally.
Invesco Solutions is proud to present our 2025 Capital Market Assumptions providing the long-term estimates for over 170 major asset classes to aid in strategic and tactical asset allocation decisions.
Chris Lau, Norbert Ling and Yifei Ding from Invesco's Fixed Income team share their investment outlooks for Asia investment grade, high yield and emerging market bonds for 2025.
Looking ahead to 2025, we expect domestic demand in Asia to strengthen as the effects of earlier monetary tightening wane. From a valuation perspective, Asia ex-Japan equities currently appear attractive. Find out more.
Since market expectations are currently subdued, we believe there is substantial room for growth in 2025 and we are constructive on Chinese equities in the next 12 months. Find out more.
With the easing cycle underway, fixed income is seeing material inflows. Now is the time to lock in income for the long term. Capture market potential with Invesco fixed income capabilities.
Uncovering the potential of Private Credit starts with gaining access to them. It’s a world of opportunity – and we have the expertise and the network you need to unlock it.
Tapping into the potential of Real Estate starts with gaining access to it. It’s a world of opportunity – and we have the expertise and the network you need to unlock it.
The Fed has joined the easing party and we expect it to ease more aggressively than other central banks over the next 12 months. Meanwhile, we think BOJ tightening will make JPY the strongest among major currencies.
A rise direct lending has led to the rapid expansion of the private credit opportunity set. We are seeing growing interest in infrastructure and real estate debt. Find out more.
With recent shifts in central bank policies to reduce interest rates and continued evolution of bank lending, now's a good time to revisit our outlook for private CRE credit.
How does portfolio manager manage a passive fixed income ETFs or index strategy? In the third episode of the “Rethinking Possibility” podcast series, Tom Digby and Hannah Mazur have a deep dive into the usage and adoption of fixed income ETFs and the challenges of managing fixed income ETFs portfolio.
Tom Digby and Matthew Tagliani from Invesco’s ETF team discuss the latest trends in exchange traded funds (ETFs) and potential drivers of future growth. Find out more.
Investors can utilize ETFs to efficiently adjust their fixed income portfolio sleeves and position them to capture opportunities whilst also managing for risk as we gradually enter a lower interest rate environment.
The drivers of asset prices and how to unlock their potential
David Chao and Thomas Wu in Invesco’s GMS Office outline the investment implications of the Fed's hawkish December rate cut. Find out more.
We use our quarterly journal, Risk & Reward, to present innovative and timely analysis from our quantitative investment teams.
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.
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.