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.

Related insights

  • Private credit
    People%20at%20the%20office%20buidling
    Private credit

    Podcast: CLO Market Pulse with Ian Gilbertson

    By Invesco

    Ian Gilbertson, Co-Head of US CLOs and Senior Portfolio Manager, shares his outlook on the CLO market and implications for insurance investors.

    December 2, 2024
  • Fixed Income
    Woman%20walking%20infront%20of%20a%20US%20buidling
    Fixed Income

    Podcast: Bond opportunities in a resilient US economy

    By Brian Levitt

    Matt Brill talks about his expectations for the Federal Reserve, his bullish view of investment grade credit, and opportunities in high yield, emerging markets, commercial real estate, and retail.

    November 18, 2024
  • Private credit
    Opportunity%20in%20real%20estate%20credit
    Private credit

    Opportunity in real estate credit

    By Mike Sobolik

    Higher interest rates, reduced basis, and tighter bank regulations are potential positives for commercial real estate (CRE) credit and why we see opportunity.

    November 14, 2024
  • Real estate
    Woman%20working%20at%20a%20warehouse
    Real estate

    Can remarkable US industrial revenues continue?

    By Mike Sobolik

    Historical increases in US industrial rents have out-performed past trends. Can that run continue? We look at e-commerce and interest rates for an answer.

    November 4, 2024
  • Alternatives
    alternative-opportunities-for-insurers
    Alternatives

    Alternative Opportunities for Insurers

    By Invesco Solutions

    The Invesco Solutions team shares its views on a range of private market asset classes.

    October 29, 2024
success failure

Start the conversation.

If you're looking for an alternative investment partner rather than just a provider, we invite you to connect with one of our alternative specialists.

Start the conversation.

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

When you interact with us, we may collect information about you which constitutes personal data under applicable laws and regulations. Our privacy notice explains how we use and protect your personal data.