Eyes on 2024
What trajectories can be seen on the horizon? What investment ideas could arise from this for investors? In the coming year and beyond? For 10 years, ‘Eyes on’ has been providing answers to these questions.
What trends are emerging on the horizon? What investment ideas could arise from them for investors—in the coming year and beyond?
Today, we invite you once again: Revisit "Eyes On 2025." We've recorded the presentations and panel discussions of top-tier experts for you—from the Global Macro Outlook to Global Real Estate, Private Credit, ETFs, and Small Caps.
Higher interest rates, reduced basis, and tighter bank regulations are potential positives for commercial real estate (CRE) credit and why we see opportunity.
Our experts unpack the 2025 market outlook on the evolving private credit market. We explore the implications of recent trends on bank loans, distressed credit and direct lending.
Charles Moussier, Head of EMEA Insurance Client Solutions shares his views on the outlook and opportunities for Insurance clients, including why the Insurance team are underweight equities relative to fixed income and may see opportunities for insurers in private credit.
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Data is provided as at the dates shown, sourced from Invesco, unless otherwise stated.
This is marketing material and is not intended as a recommendation to invest in 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.
Where individuals or the business have expressed opinions, they are based on current market conditions. They may differ from those of other investment professionals. They are subject to change without notice and are not to be construed as investment advice.