2024 midyear investment outlook: opportunities amidst divergence
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?
Allow our global network of experts and external partners to provide the inspiration you need to stay ahead of markets and industry trends
Gold rose 4.2% in October, once again setting new records, despite the US Dollar and Treasury bond yields rising in the month, which would typically be headwinds to the yellow metal. The more powerful drivers were geopolitical, especially further escalation in the Middle East conflict and uncertainty ahead of the US Presidential election. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
Based on his campaign pledges, here are some things we’ll be watching from President-elect Donald Trump and what they may mean for the economy and markets.
In our regularly updated macroeconomic analysis we offer an outlook for interest rates and currencies – and look at which fixed income assets are favoured across a range of market environments.
Thematics funds provide diversified exposure to specific themes or trends, regardless of traditional sector classifications. Discover more in our latest article.
Senior secured loans offer investors a unique source of income potential, but they’re often misunderstood. We highlight the myths and realities of this asset class.
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.
Alternative Opportunities is a quarterly report from Invesco Solutions. In each new edition, we look at the outlook for private market assets.
A global and US real estate recovery with transaction activity re-accelerating and the start of a new real estate value cycle is close in our view.
European ETFs raised $68.6 billion in the third quarter, the strongest quarter ever recorded in the EMEA ETF industry in terms of net new assets and taking YTD NNA to $175.2 billion. A combination of robust flows and market performance gains of 7.1%, boosted AUM for the EMEA ETF industry by 10.5% during this quarter, up to $2.3 trillion.
As we enter the final quarter of the year, our experts look back at the ‘year of the bond market’ and share their thoughts on the outlook for Fixed Income assets going forward.
Discover how climate-conscious investors use Carbon Budget Divergence (CBD) and Implied Temperature Rise (ITR) to build Paris-aligned portfolios. Find out more
We assess the key differences between Donald Trump’s and Kamala Harris’s policy platforms, and highlight the potential implications for the financial markets.