Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.
Capital market insights and outlooks from across our global investment, strategy and solutions teams.
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.
Gold recently breached $3000, perhaps helped by falling US yields and a weaker dollar. Central bank purchases and geopolitical/economic concerns may also be at work. Enjoy the ride while it lasts.
There are signs of softening global growth prospects and rising economic policy uncertainty, plus a tectonic shift in fiscal stimulus around the globe.
I’m hoping not to find signs of a wilting economy, but recessions have historically been caused by policy mistakes, so it’s important to be vigilant.
The world seems a less certain place but we think falling policy rates and rising real wages will boost global growth. We expect this to favour cyclical assets.
We think the AI competitive landscape is changing, with a renewed focus on efficiency and with more entrants into the market. Value capture from the IP of models may be shifting as open source models become more powerful.
US stocks dropped significantly last week as investors worried about a growth scare as well as the potential for serious tariff wars. Invesco’s GMS Office experts unpack the investment implications of this.
India’s economy is experiencing a bit of a slowdown which has taken the shine off the local stock market. David Chao and Thomas Wu in Invesco's GMS office share what’s next for Indian equities following the recent pullback.
Japan has been undergoing significant institutional governance reforms over the past few years, aimed at creating a more transparent, accountable, and dynamic corporate environment – and in turn fostering economic growth.
The dust is starting to settle after Chinese start-up DeepSeek’s debut roiled US tech stocks last week. We delve into the investment implications and share our outlook for China AI.
Chinese equity markets have faced some headwinds since the start of the year. It is worth point out that historically, the first two months of the year have been volatile for Chinese stocks. Find out more.
We believe that the recent pullback could be opportunity to buy the dip and to snap up some Indian equities.
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.
European equities could warrant greater attention with secular and structural trends appearing to take shape. Find out more.
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.
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.
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.
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.
Presidential elections haven't historically affected the stock market over the long term, so investors probably don't need to worry about November.
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.
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.
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.
Expert voices from within Invesco and partnering affiliates share thier views on trends, and current and upcoming investment opportunities.
David Chao and Thomas Wu in Invesco’s GMS Office share their macro-outlook for Q1 2025. As US policy uncertainty weighs on consumer and business sentiment, they believe regional diversification is key.
The current private credit environment is often described as a “Goldilocks” scenario, supported by high base rates, strong credit fundamentals, and a PE-backed borrower base that increasingly favors private credit over traditional bank financing.
Jaijit Kumar, Invesco’s Head of Asia Insurance Solutions shares his Q1 2025 case study on how to enhance insurer’s portfolios using updated capital market assumptions.
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.