
Global Falling rates and rising earnings may be a potent mix for markets
Economic and earnings data continued to point to a relatively Goldilocks backdrop for stocks and other risk assets.
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Economic and earnings data continued to point to a relatively Goldilocks backdrop for stocks and other risk assets.
Although the labor market began to slow, it isnโt signaling a recession yet. Anchored inflation expectations may mean a rate cut is imminent.
Markets pressed higher despite seasonal weakness, new tariffs, elevated valuations, and noise surrounding the Federal Reserveโs independence.
This newsletter brings the latest topics impacting insurers, aimed to help those managing investment portfolios while considering an insurerโs business, regulatory and solvency needs.
India continues to demonstrate strong and resilient economic momentum, supported by a series of positive developments that reinforce its long-term growth story, particularly driven by domestic strength.
India is rapidly transforming through bold infrastructure investments, rising manufacturing capabilities, and a growing defense sector. This white paper offers essential insights into the countryโs evolving economic landscapeโand why it presents a compelling opportunity for global investors. Explore how strategic bond allocation can unlock long-term value in one of the worldโs fastest-growing economies.
In todayโs environment, we believe properties with income growth thatโs less tied to the business cycle are best positioned to outperform.
South Korea is aging rapidly, with over 20% of its population now over 65 โ a figure set to double by 2050. Yet, senior housing remains underdeveloped, with less than 1% penetration. In this video, Gideon Lee, Head of Acquisitions, Asia Pacific explores the need for quality elder care and how Invesco and Caredoc are stepping in to reshape the future of senior living.
In this episode, Zoe Na, Senior Manager of Asia ETF Capital Markets, and Christopher Hamilton, Head of Client Solutions, explore the strategic role of CLOs in client portfolios and examine how their inclusion can influence overall robustness and resilience.
In our quarterly Gold Report, we review the performance of the gold price and touch upon other asset classes, as well as explore significant macro factors, including bond yields, the US Dollar and inflation expectations.
In August, the NASDAQ-100 Index (NDX) returned 0.92% vs. 2.03% of the S&P 500.
The drivers of asset prices and how to unlock their potential
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.