Video Channel
Watch the interviews and key market insights from our experts.
Asia Pacific Asset Allocation Outlook Q4 2024
David Chao believes macro conditions are ripe for fixed income especially in the US to outperform. Investors would want to be defensively positioned against a slowing macro environment with possible bumps along the way while benefiting from central banks around the world starting their rate cutting cycle. Watch the video to learn more.
Transcript
0:10
Market narratives and investment themes appear to vacillate every three months because of diverging trends in global growth, inflation and monetary policy.
0:20
Global growth is improving, but not evenly.
0:23
The US is slowing, though the eurozone and Asia are accelerating.
0:27
Disinflation continues but more slowly in the US, which is why the Fed could wait until at least September to cut rates.
0:34
More so, the recent elections in Mexico, India and South Africa are a good reminder that political risk can lead to market volatility.
0:44
The mixed economic data coupled with surprising election outcomes could have important implications for financial markets in the months and years ahead, which is why we think having a balanced portfolio makes sense.
0:57
In our Invesco mid year outlook, we focus on opportunities that have been created amidst this divergent.
1:05
While we become more risk tolerant in the second-half of the year as fundamentals improve and rate cuts are in the offing, we think U.S.
1:14
equity valuations are stretched and more opportunities lie in European, Japanese and emerging market equities.
1:21
On the fixed income side, yields and rates remain high, though credit spreads remain tight, which is why we like high quality non investment grade debt such as bank loans, private credit and other alternatives such as real estate.
1:36
Our investment outlook for the second-half of 2024 has become more optimistic, though risks remain and we closely watch geopolitical tensions, US elections and financial fragilities.
To find out more about our Invesco outlook and asset allocation, please visit our website.
2024 Mid-Year and Asset Allocation Outlook ft. David Chao
David Chao believes mixed economic data coupled with surprising election outcomes could have important implications for financial markets in the months and years ahead. Watch his latest video update to learn more.
25 years of ETFs innovation
In this video, Christine and Lisa from the Asia Pacific ETFs team discuss what’s driving the growth of ETFs and the evolution of investor experience in the past 25 years.
Nasdaq-100 Index: Research and Development (R&D)
At Invesco, we quantify innovation by looking at a company's commitment to research and development. Learn more from Ryan McCormack and Paul Schroeder in this video.
Innovation Answered
“Innovation Answered” answers the big questions on how innovation can inspire change, create impact, and drive the world forward—with specific stories from Nasdaq-100 companies who are making this a reality.
What's an ETF?
Learn how ETFs may offer diversified exposure to focused areas of the market.
Investing in transition leadership in China
What’s the case for transition investing in China? Alexander Chan highlights the opportunities and challenges in this video.
ESG Explainer Series: Three investment themes of energy transition in Asia
Asia countries are actively making inroads in climate policies and developing new technologies and infrastructure, such as smart grid, EVs and green hydrogen. Learn more about the related investment themes from Alexander Chan in this video.
ESG Explainer Series: Four ESG trends to watch
What is Invesco’s ESG strategy and approach? In this educational video series, Alexander Chan, Head of ESG Client Strategy Asia Pacific will explain our ESG approach with key elements: climate transition, transparency and comparability, corporate engagement and sustainability.
sssss
2024 Mid-Year Outlook: China equities
Raymond Ma discusses two areas of growth that he is focusing on in China: reorganization of global supply chain and electrical revolution. Watch the video highlight of 2024 Mid-Year Investment Outlook webinar.
sssss
2024 Investment Outlook: China equities
We see two major trends in China’s economic landscape, namely “Reglobalization” and “Greenization”. Raymond Ma shares the China equities outlook for 2024 in this video.
sssss
2024 Mid-Year Outlook: India equities
Shekhar Sambhshivan, Investment Director of Indian Equities shares his view on the interesting investment theme emerging out of the consumption sector. Watch the video highlight of 2024 Mid-Year Investment Outlook webinar.
sssss
2024 Mid-Year Outlook: China equities
Raymond Ma discusses two areas of growth that he is focusing on in China: reorganization of global supply chain and electrical revolution. Watch the video highlight of 2024 Mid-Year Investment Outlook webinar.
What’s next for Asian fixed income?
Yifei Ding thinks it’s unlikely to see Asian central banks to deliver deep interest rate cuts as the inflationary pressures in Asia have not been high in recent years. Watch the video to learn more.
2024 Mid-Year Outlook – Fixed Income
Thomas Moore, Co-Head of IFI Europe thinks European market will be more attractive as the ECB is going to move more than once in 2024. Watch the video highlight of 2024 Mid-Year Investment Outlook webinar.
How can we help?
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.
