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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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Yields remain attractive and may maintain positive relative value
Significant focus on the uncertainty of the US macroeconomic backdrop and its potential implications on the market remain top of mind for investment opportunities. Against this cautious outlook, we asked the experts from Invesco’s bank loan, direct lending and distressed credit teams to share their views as the third quarter of 2024 wraps up.
Private credit: A case for senior loans
As we continue in 2024, there has been a significant focus on the uncertainty of the US macroeconomic backdrop and its potential implications for the senior secured bank loan market. Despite these challenges, we see three compelling reasons to consider investing in senior secured loans now.
Does swap-based replication offer an advantage?
Any debate over whether physical or synthetic replication is the best way to track an index has been all but laid to rest, with both methods now appreciated for their potential benefits. Discover more.
Monthly fixed income update
Fixed income markets in July saw yields rally in response to weaker economic data which brought forward expectations of rate cuts. 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.
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.
Risk & Reward - 2nd issue 2024
The new edition of Risk & Reward showcases the breadth of our research: from querying subjective expectations to examining sophisticated riskmitigation strategies for equities and bonds, ESG and sovereign debt restructuring.
Monthly gold update
The gold price rose 5.2% in July, setting a new record month-end price. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
Impact investing: climate adaptation and transition in a changing world
If we are to live more sustainably by 2030, the Climate Policy Initiative estimates that US $4.3 trillion will be needed annually. Climate adaptation and transition projects are helping, but more finance is needed. Find out more.
Asian and emerging market equities: Where next for investing?
Asian and emerging market equities offer investors diversification benefits, with our strategies focused on ideas in unloved areas of the market. Find out more.
Bringing you the world in one simple ETF
The reason many people invest is to grow their money, so they’ll have enough in the future to spend on some financial goal they have. But how do you do this? Find out more.
How investors can participate in the AI Boom
James McDermottroe, looks at some of the latest trends in AI and how stocks in the portfolio are placed to take part in this Megatrend.
Invesco Global Sovereign Asset Management Study 2024
This year’s study, the twelfth in the series, discusses how these factors are influencing asset allocations, and examines the impact on long-term trends, including rising allocations to private credit, emerging markets, and funding the energy transition.