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.
At the mid-way point of 2024, divergence between individual economies has re-emerged as a theme. How will key economic factors play out and what will the impact on markets be?
Mixed economic data raises questions in US and around the world
As data reports deliver mixed messages on the US economy and the US deficit rises, signs across the globe show diverging central banks and the potential for rising prices.
The Big Picture: Global Asset Allocation 2024 Outlook 2024 Q3
Most global assets generated positive returns during the last three months (to end-May) but the gains have slowed versus what was seen in late-2023/early-2024.
2024 midyear outlook: Is it time to rethink, reset and refresh? Takeaways from our webinar
At the midway point of 2024, our Outlook webinar explores whether its time to rethink, reset and reset your investment views for the rest of the year.
As global economies diverge, where are the investment opportunities?
Central banks are on different timelines for rate cuts, political uncertainty is leading to divergence within Europe, and emerging market elections have shown different preferences among voters.
June FOMC Meeting and US May CPI
Weak Core CPI print since August 2021, a less hawkish FOMC and dovish comments by Chair Powell lend upside to US markets.
2024 Midyear Investment Outlook: Anticipating rate cuts
Our midyear outlook focuses on the path of inflation and how global central bankers are weighing the balance of risks as they begin to cut interest rates.
Japanaissance? Japan’s inflation revival and structural transformation
The Japanese asset bubble popped more than three decades ago, beginning a prolonged period of depressed growth and sluggish asset performance.
India election results and investment implications
The Nifty index fell -6 percent after India’s election results came in which showed that the ruling party BJP failed to win a much-expected landslide, let alone secure an outright majority in Parliament.
The outlook for Hong Kong equities following the recent rally
Since reaching a trough in January, the Hang Seng Index is up by nearly a quarter. David Chao, Global Market Strategist, Asia Pacific (ex-Japan) shares why Hong Kong stocks are getting attention.
India election and market outlook
India's general election kicked off today. David Chao, Global Market Strategist, Asia Pacific (ex-Japan) shares what he's looking out for and the resulting investment implications.
China's Q1 GDP growth beat expectations
China’s National Bureau of Statistics reported Q1 GDP data that handily beat expectations and sets the economy on a good starting track to meet the 5 percent target for the year.
Examining Asian market fund flows
For investors on the lookout for opportunities within in the Asian region, Japan and India have undoubtedly caught the spotlight over the past year – though the respective investment narratives couldn’t be more different.
French elections, EU right swing and market implications
With the EU parliamentary results showing a rise in right-wing parties, French President Emmanuel Macron called for snap elections in France for its lower house of parliament.
ECB rate cut signals the beginning of a global easing cycle
The European Central Bank (ECB) and Bank of Canada cut policy rates this week, following the Riksbank (Sweden) and Swiss National Bank (SNB) earlier this Spring – firing off the starting gun of a new global monetary policy cycle.
The economic and investment outlook for Europe and UK
The economic chill has started to thaw in Europe. From a cyclical growth perspective, it seems that the US and the Euro Zone (EZ) / UK are pointing in opposite directions.
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.
Could the 2024 U.S. presidential election affect market performance?
The 2024 presidential election is coming. History suggests that investors likely shouldn't worry about what the results mean for the economy and markets.
Podcast: Investor issues for the 2024 U.S. presidential election
From taxes to retirement to artificial intelligence, these are the issues investors should be following as the 2024 general election ramps up.
A narrow US stock market rally and its implications
On surface, US stocks appear to be outperforming significantly this year – in a weaker late cycle environment where growth is slowing, and the Fed has continued to tighten.
US debt ceiling deal - impact on liquidity and growth
Over the weekend, the White House and House Republicans announced a debt ceiling deal which is expected to be voted upon by Congress later this week.
The US debt ceiling explained
Kristina Hooper answers frequently asked questions about the US debt ceiling and potential ways to resolve the current debate over raising it.
Expert voices from within Invesco and partnering affiliates share thier views on trends, and current and upcoming investment opportunities.
Mixed economic data raises questions in US and around the world
As data reports deliver mixed messages on the US economy and the US deficit rises, signs across the globe show diverging central banks and the potential for rising prices.
Japanaissance? Japan’s inflation revival and structural transformation
The Japanese asset bubble popped more than three decades ago, beginning a prolonged period of depressed growth and sluggish asset performance.
Long-Term capital market assumptions quarterly update
Our CMA valuation building block model considers two critical variables when determining a fair valuation for equities: Inflation expectations, and interest rates, which we then compare to current valuations to determine whether they are likely to expand or contract over our forecast period.
David Chao
Kristina Hooper
Arnab Das
Paul Jackson
András Vig
Brian Levitt
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.