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?
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Fixed Income
Monthly fixed income update
June saw a resurgence in political risks with a snap election called in France, the upcoming general election for the UK, and the first televised debate between Trump and Biden ahead of the presidential election in the US. Read our latest thoughts on how fixed income markets performed during the month and what we think you should be looking out for in the near term.
8 July 2024
ETC
Monthly gold update
The gold price was little changed in June, down just 0.2% despite a pause in gold purchases by the People’s Bank of China and surprisingly strong non-farm payrolls data. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
8 July 2024
Private credit
Invesco Private Credit’s bank loans investing platform
There is a compelling opportunity for investors to invest in bank loans for those who may be looking for potentially high returns in a liquid asset class and possible diversification away from traditional fixed income.
1 July 2024
Asset allocation
Capital market assumptions
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
20 June 2024
Fixed Income
The case for municipal bonds
US municipal bonds are worth considering for European investors portfolios as they may provide a source of diversification and for their relative value compared to Euro corporate bonds.
14 June 2024
Alternatives
Yields maintain record highs and offer positive relative value
Invesco’s bank loans, direct lending and distressed credit teams to share their views as the second quarter of 2024 wraps up.
12 June 2024
Fixed Income
Global Fixed Income Strategy Monthly Report
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.
12 June 2024
Market
2024 midyear outlook: Is it time to rethink, reset and refresh? Takeaways from our webinar
At the midway point of 2024, our Outlook webinar explores whether its time to rethink, reset and reset your investment views for the rest of the year.
12 June 2024
Equities
India equities post-election outlook
The Indian election was narrowly won by Narendra Modi's Bharatiya Janata Party (BJP), but what are the investment implications. Find out more.
11 June 2024
Fixed Income
Euro Corporate Bonds: how we’re positioning portfolios in the current market
Julien Eberhardt, Fund Manager, in the Invesco Fixed Income Europe team shares his thoughts on the key headwinds that have impacted bond market performance in 2024. Find out why he is more positive on rates in Europe than the US and in cautious on credit risk and how this is influencing his management of the Invesco Euro Corporate Bond Fund in our Q&A.
10 June 2024
Fixed Income
Unfixing income: How we have started positioning for tighter market conditions
In tighter market conditions, we share how we have started positioning our fixed income portfolios with our flexible approach to asset allocation.
7 June 2024
Real estate
Opportunity or caution? The outlook for European real estate
Kevin Grundy, Managing Director, Fund Management, Europe, Invesco Real Estate, discusses the broader market environments in the region and where he is finding the most compelling investment potential for value-add and opportunistic strategies.
31 May 2024
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