How to use thematic ETFs to capture targeted long-term growth opportunities
Thematics funds provide diversified exposure to specific themes or trends, regardless of traditional sector classifications. Discover more in our latest article.
Our fundamental equities platform manages US$270+ billion in client assets.
125 investment professionals located in offices across Europe, North America, and Asia.
We offer a broad range of client solutions across 75 different strategies.
Invesco has been a trusted partner in fundamental equity investing for over 75 years. Offering investors:
Capturing investment opportunities from across Europe. All our European equity funds share a common approach that is grounded in valuation-driven, active management.
Invesco has been a trusted partner and leader in global investing for more than 50 years. Our array of product offerings, including global, international, and emerging market equities, is designed to meet a diverse set of investor needs.
Embrace the growth potential of the world's fastest-advancing economies. Home to the vast majority of the world's population, Asia and the emerging markets offer investors a world of untapped potential.
Our thematic strategies look for opportunities in companies reshaping the future. Our world is constantly evolving, and we seek to invest in some of the most powerful trends driving change.
Discover how we find value in mispriced opportunities.
How to use thematic ETFs to capture targeted long-term growth opportunities
Thematics funds provide diversified exposure to specific themes or trends, regardless of traditional sector classifications. Discover more in our latest article.
Indian equities: Investment opportunities in a market poised for growth
The Indian equity market is poised for significant growth, and we believe performance will be supported by strong corporate earnings and GDP figures. Find out more.
Global equity exposure without the concentration risk
The brief stock market correction in July highlighted how quickly market sentiment can change. Although economic fears have since eased, investors are still seeking optimal portfolio strategies. An equal weight version of the MSCI World Index could offer broad global equity exposure while reducing concentration risk compared to a standard market-cap-weighted approach. Read our latest article to find out more.
Finding investment opportunities in global equities
Investing in global equities gives investors a simple way to build a diversified stock portfolio that can perform in different market conditions. Find out more.
US Equities monthly update
The month started out in familiar territory, with tech-driven momentum helping both the Nasdaq-100 and S&P 500 set new record highs after seven straight sessions of gains. However, the Nasdaq-100 gave back those early gains plus more, eventually ending July down 1.6%.
Fundamental equity strategies typically focus on the health of a company’s business when investing in individual stocks. Systematic equity strategies, meanwhile, employ structured, rules-based quantitative models and algorithms to make investment decisions.
It involves analyzing a company’s fundamental strength through earnings, profit margins, intangible assets, competitive moat, and other factors. In other words, a company’s fundamentals determine which stocks are the most attractive for investing.
Yes, value is one of the oldest, well-known fundamental approaches to investing. Value investors typically look for undervalued companies by examining fundamental metrics like the price-to-earnings (P/E) ratio.
Other approaches that typically fall under fundamental equity investing include investing in companies with high growth, revenue, cash flow, and dividends. Growth investors usually focus on companies with higher P/E ratios that are growing revenue quickly. While income investors who want exposure to more stable, mature companies may target the strategy’s dividend aspect.
The value of investments and any income will fluctuate. This may partly be the result of exchange rate fluctuations. Investors may not get back the full amount invested.
All information is provided as at 31 March 2024, sourced from Invesco unless otherwise stated.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. Views and opinions are based on current market conditions and are subject to change.
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