Global Stocks sell off and dollar spikes after Fed cut
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.
December 20, 2024
INSIGHTS
Markets & Economy
Capital market insights and outlooks from across our global investment, strategy and solutions teams.
2025 Investment Outlook
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.
Global
Global Fiscal conservatism and other global economic themes for 2025
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.
December 18, 2024
Global Applied philosophy: Strategist from East of the Elbe – Q1 2025
The total returns on assets in Central and Eastern EU member countries (CEE11) have diverged within equities and have been subdued in government bonds during Q4 2024 so far.
December 16, 2024
Global Uncommon truths 2024: a year in review
The central bank easing cycle started in 2024, helping to make the year rewarding for many investors. If only the same could be said for my Aristotle List of 10 surprises.
December 16, 2024
Global The four Trump policies most likely to impact economic growth
Deregulation and tax cuts could potentially provide a boost to US economic and market growth, while tariffs and immigration restrictions could pose challenges.
December 10, 2024
Global Uncommon truths: How will we know AI is delivering?
AI is a frequent topic of investor questions, usually concerning the price of AI related stocks. But it may also be interesting to consider how we will know it is delivering broader gains. We are watching productivity, inflation, jobs and margins.
December 9, 2024
Asia Pacific
Asia Pacific India equity market outlook
We believe that the recent pullback could be opportunity to buy the dip and to snap up some Indian equities.
December 10, 2024
Asia Pacific What are the market implications of Korea's latest political turmoil?
Korean stocks fell on the news and the Korean won initially weakened 3% against the dollar. Martial law hasn’t been in place in South Korea since 1980 and so the declaration came as an unwelcome surprise.
December 5, 2024
Asia Pacific US election results and impact on Asia
A Trump 2.0 White House and potential Republican sweep would be good for the US economy but less so for the rest of the world because of the new government’s proposed tax and trade policies.
November 11, 2024
Asia Pacific What do Fed rate cuts mean for Asian markets?
The Fed cut rates by an outsized 50 bps in September and stocks in the US have continued to rally.
October 30, 2024
Asia Pacific Unpacking the investment implications of China's latest monetary stimulus
China fired off a meaningful monetary stimulus salvo this morning, ushering in trillions in RMB of liquidity to the market.
September 25, 2024
Asia Pacific China’s economic outlook for 2H 2024
China’s GDP grew by 5% in 1H 2024 which was in line with market expectations. Q1 growth was above expectations though Q2 growth was below.
August 19, 2024
EMEA
EMEA Applied philosophy: Strategist from East of the Elbe – Q4 2024
The total returns of assets in Central and Eastern EU member countries (CEE11) have been subdued during Q3 2024 so far, especially in government bonds.
September 9, 2024
EMEA Africa 2024: A continent of investment opportunity
We believe Africa will be the economic and investment story of this 21st century. In our second Africa report, Paul Jackson and members of Invesco’s global market strategy team outline the attractive and solid fundamentals that may define the next two-to-three decades for the continent.
July 30, 2024
EMEA What will Labour’s ‘securonomics’ mean for the UK economy and investments?
With Labour winning the UK election we examine what securonomics mean for the UK economy, wealth management, UK equities and fixed income. Find out more.
July 9, 2024
North America
North America US presidential election 2024
2024 is an election year in the US, and ritual obliges that we offer our views on the global economy and global financial markets based on the potential outcomes.
October 3, 2024
North America Harris versus Trump: What do political strategists think? Takeaways from our webinar
The US presidential race between Kamala Harris and Donald Trump is intensifying. Discover what political strategists had to say about the race in our post-debate US election webinar.
October 2, 2024
North America Will the presidential election affect the stock market?
Presidential elections haven't historically affected the stock market over the long term, so investors probably don't need to worry about November.
September 23, 2024
North America Trump vs. Harris: Election changes course
Voters, party leaders, and down-ballot candidates have had to quickly shift gears from a Trump-Biden rematch to a Trump-Harris showdown in the 2024 presidential election.
September 23, 2024
North America US presidential election update: What could Kamala Harris mean for Asia?
Ever since the first presidential debate, markets had been convinced of a Trump victory in the race for the Oval Office. However, tables have turned after Kamala Harris emerged as the expected Democratic presidential nominee and substantially narrowed the polls.
August 23, 2024
North America How could a Trump or Biden victory impact geopolitics?
A lot has happened geopolitically since the first Trump and Biden matchup. See what the results may mean for US-China relationship, markets, central banks, and the global economy.
April 26, 2024
Suggested Articles
Expert voices from within Invesco and partnering affiliates share thier views on trends, and current and upcoming investment opportunities.
Global Stocks sell off and dollar spikes after Fed cut
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.
December 20, 2024
Multi Asset Risk and Reward Quarterly Update
We use our quarterly journal, Risk & Reward, to present innovative and timely analysis from our quantitative investment teams.
December 19, 2024
Global Fiscal conservatism and other global economic themes for 2025
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.
December 18, 2024
Meet our experts
Global Market Strategist, Asia Pacific (ex-Japan) David Chao
Chief Global Market Strategist, Invesco Kristina Hooper
Global Market Strategist, EMEA Arnab Das
Global Head of Asset Allocation Research, Global Thought Leadership Paul Jackson
Multi-Asset Strategist András Vig
Global Market Strategist, North America Brian Levitt
How can we help?
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.