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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Sign up to our newsletterFor Asia and emerging markets, we believe taking a contrarian approach can pay dividends
It might seem confusing to buy assets that are out of favour, while selling those that are popular. But if you want to get value out of what you buy, it helps to take a contrarian approach.
When doves yell: Fed loudly signals a September rate cut
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.
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.
Monthly commodities update
Find out how commodities performed in July, with insights into the key macro events and what we think you should be keeping an eye on in the near term with our latest commodities update.
A closer look at the proposed Value for Money framework for DC workplace pensions
Explore expert insights as Michael O’Shea discusses the FCA’s proposed Value for Money (VfM) framework for default DC pensions.
US Equities monthly update
The month started out in familiar territory, with tech-driven momentum helping both the Nasdaq-100 and S&P 500 set new record highs after seven straight sessions of gains. However, the Nasdaq-100 gave back those early gains plus more, eventually ending July down 1.6%.
Reversal of fortune
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.
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.
Rotating markets and politics
In Uncommon Truths, Invesco experts Paul Jackson and Andras Vig’s provide a regular in-depth look at the big topics impacting markets.
EU imposes provisional anti-dumping measures on Chinese EVs and biodiesel
Michael O’Shea examines the EU’s provisional tariffs on Chinese EVs and biodiesel, with final decisions expected in November 2024 and February 2025.
How does a swap-based ETF work?
ETFs replicate benchmark indices in different ways: physically, and synthetically – also known as a swap-based approach. Find out how a swap-based ETF works.
Where you’ll find the cheapest and most expensive stock markets in the world
Find out what regional stock markets look cheap or expensive and learn from our experts about investing opportunities and risks around the world.