Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.
Capital market assumptions and periodical insights from Invesco's global Investment Solutions team.
Uncover the themes shaping the future of official institutions.
Invesco Solutions is proud to present our 2024 Capital Market Assumptions (CMAs). We hope the insights and data presented in this publication assist in your asset allocation process as you begin to rebalance portfolios in the coming months.
Invesco Solutions construct customized, outcome-oriented solutions for our clients. This entails a diversified, comprehensive, “all of the above” approach to portfolio construction, incorporating both public and private markets investments. Chris Hamilton discusses in this video.
The drivers of asset prices and how to unlock their potential.
Maintain defensive portfolio positioning. Overweight fixed income vs. equities, favoring US equities, defensive equity factors, higher duration, and credit quality.
Our Asia Forum 2024: Positioning portfolios for the innovation era navigated the latest trends and opportunities in the investment landscape.
In this article, the authors explore the implications for multi-asset investors of including an allocation to Bitcoin in their portfolios. Find out more.
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.
Our macro framework continues to suggest the global economy is likely to remain in a contraction regime, with growth below its long-term and decelerating.
We use our quarterly journal, Risk & Reward, to present innovative and timely analysis from our quantitative investment teams.
Despite a roundtrip price action, we believe August was a pivotal month for markets going forward, marking a shift from inflation and artificial intelligence to growth and employment as primary drivers of market performance.
Macro conditions are ripe for fixed income, particularly in the US, to outperform. David Chao, Global Market Strategist, Asia Pacific (ex-Japan) shares his outlook for the upcoming quarter.
Jaijit Kumar, Invesco’s Head of Asia Insurance Solutions shares his case study for Q3 2024 which looks at optimizing insurers’ fixed income portfolios.
In recent years, market volatility and shifting asset correlations have highlighted the importance of effective asset allocation.
IQS factors have shown strong returns in the recent past and we find no evidence that these are expected to mean revert.
After several months of stability, economic data around the world are pointing to a softening in growth momentum, particularly in developed markets.
Sort through the noise of volatility by exploring exciting possibilities here.
Expert voices from within Invesco and partnaring affiliates share thier views on trends, and current and upcoming investment opportunities.
As the Fed begins its easing cycle, the potential spread widening will put tight Asia sovereign bonds at risk. Find out more.
Heading into 2025, we continue to favor BB-rated issuers which have robust credit fundamentals and consistent cash generation in the Asia high yield space. Find out more.
We expect significant monetary policy easing to push global growth higher in 2025, fostering an attractive environment for risk assets as central banks achieve a “soft landing.”
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.
