Capabilities

Alternative investments

Innovation that leverages Invesco’s global resources to uncover diversified sources of return across public and private markets.

View of high rise buildings from below

Why institutional investors partner with us

With one of the industry’s largest and most diverse alternative investment platforms, we provide institutional investors access to differentiated strategies across real estate, private equity, private credit, risk parity, and hedge, macro, and commodity strategies.

Transcript: Transcript

Q&A with Kristina Hooper

Within the alternatives space, what are your thoughts on real estate? 

 

Answer (footage of Kristina)

What's really interesting about real estate is that a lot of it is not cyclical. I think many investors don’t necessarily realize that at first blush. It can include student housing, it can include medical buildings, self-storage, a whole variety of areas that are not tied to the economic cycle. So, for me, what we're hearing and seeing right now is, is there's a lot of interest in real estate for the income it generates, and I think that makes sense. 

 

Question (words show on screen): 

Q&A with Kristina Hooper

Are there any other alternative asset classes you’re watching closely?

 

Answer (footage of Kristina) 

Another area of opportunity is floating rate loans. Of course, they can benefit from a rising rate environment.

And because economies like the US have been quite resilient, credit quality is good. So, this is a very attractive area and one that can offer diversification benefits for those with a core fixed income portfolio. 

 

 

Important Information:

All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed.  This is not to be construed as an offer to buy or sell any financial instruments and should not be relied upon as the sole factor in an investment making decision. As with all investments there are associated inherent risks. This should not be considered a recommendation to purchase any investment product. This does not constitute a recommendation of any investment strategy for a particular investor. Investors should consult a financial professional before making any investment decisions if they are uncertain whether an investment is suitable for them. Please obtain and review all financial material carefully before investing. Past performance is not indicative of future results. There is no guarantee that the investment objectives of the strategy will be achieved.

 

The opinions expressed are those of the author as of May 2023, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals. These comments should not be construed as recommendations, but as an illustration of broader themes. Forward-looking statements are not guarantees of future results. They involve risks, uncertainties and assumptions; there can be no assurance that actual results will not differ materially from expectations.

 

Invesco® and all associated trademarks are trademarks of Invesco Holding Company Limited, used under license. Invesco Advisers, Inc. is an investment adviser; it provides investment advisory services to individual and institutional clients and does not sell securities.

 

Published: August 2023

Exploring alternatives in a rising rate environment

Chief Global Market Strategist Kristina Hooper shares her views on why real estate and floating rate loans could be attractive areas of opportunity despite rising rates. What could these alternative asset classes mean for income generation and portfolio diversification?

Featured capabilities

Explore our alternative strategies across public and private markets.

As one of the world’s largest real estate managers, we invest in direct property and publicly traded real asset securities. Invesco Real Estate offers investors a proven track record of investing across the risk/return spectrum, across the globe, and throughout the capital stack.

Strategies include:

  • Global Direct Real Estate (GDRE)
  • Regional Core
  • Regional Value Add and Opportunistic
  • Income – Debt and Equity

Global Listed Real Assets

Invesco Private Credit is one of the leading financiers to global private equity with over $25 billion of capital outstanding to over 200 sponsors. For decades, our veteran Direct Lending team has served as a reliable, long-term partner to premiere private equity sponsors seeking middle market debt solutions.4

Since 1981, Invesco Private Capital has been investing in early-stage venture, growth, buyout, and private equity funds, as well as making select direct investments or co-investments.

Invesco Private Credit is one of the world’s largest and longest-tenured private credit managers. We leverage a consistent, conservative fundamental credit process to pursue opportunities across broadly syndicated loans, direct lending, distressed debt and special situations.

Related insights

  • Markets and Economy
    Hand%20of%20a%20person%20casting%20a%20vote%20into%20the%20ballot%20box%20during%20elections
    Markets and Economy

    Trump vs. Harris: Election changes course

    By Andy Blocker

    Voters, party leaders, and down-ballot candidates have had to quickly shift gears from a Trump-Biden rematch to a Trump-Harris showdown in the 2024 presidential election.

    August 29, 2024
  • Markets and Economy
    Low%20angle%20view%20of%20dove%20flying%20against%20trees
    Markets and Economy

    When doves yell: Fed loudly signals a September rate cut

    By Kristina Hooper

    Minutes from the July FOMC meeting were surprisingly dovish, and Federal Reserve Chair Jay Powell suggested a likely policy shift in comments from Jackson Hole.

    August 27, 2024
  • Markets and Economy
    Markets and Economy

    Reversal of fortune

    By Kristina Hooper

    After the sharp decline bottomed on August 5, new data drove a strong US and global stock rally for one of the best weeks this year. We still believe the US will avoid a recession.

    August 20, 2024
  • Markets and Economy
    Bank%20of%20Japan,%20Osaka%20Branch
    Markets and Economy

    Why the recent market correction may have been an overreaction

    By Kristina Hooper

    Last week saw a big market sell-off that significantly reversed itself, suggesting the happiest investors may be those who ignored it all.

    August 13, 2024
  • Markets and Economy
    A%20person%20looks%20at%20a%20chart%20on%20their%20mobile%20device.
    Markets and Economy

    US recession fears prompt global market sell-off

    By Kristina Hooper

    Market corrections usually come from policy uncertainty and/or surprising weakness in the economy. But today’s recession worries seem like an overreaction.

    August 6, 2024

Footnotes

  • 1

    US Dollars.

  • 2

    As of Dec. 31, 2023

  • 3

    *AUM of $1,662.7 billion as of March 31, 2024

  • 4

    As of December 31, 2023 Invesco Senior Secured Management, Inc platform assets.

success failure

Start the conversation.

When you’re ready for a partner, not just a provider, we can connect you with a team focused on your investment challenges and opportunities.

Start the conversation.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Start the conversation
Connect with a team focused on your specific investment challenges and opportunities.