Weekly Market Compass Market uncertainty ramps up around the world
Despite strong earnings reports, the markets are reflecting some uncertainty and concerns related to geopolitical risks and growing deficits.
Stay up to date with the latest twists and turns of global markets and macroeconomic news and views from our global market strategists and investment teams.
Despite strong earnings reports, the markets are reflecting some uncertainty and concerns related to geopolitical risks and growing deficits.
Myths and half-truths abound in the investing world, particularly in how stocks relate to the economy. But beliefs sometimes don’t reflect reality, and that could impact portfolios.
Earnings season has just begun, and initial calls indicate that the US economy appears to be in good shape, helped by higher income consumers and strong corporate balance sheets.
Welcome to our Tactical Asset Allocation hub. Here you’ll find a selection of the most recent research from Invesco Solutions. Read our latest analysis that covers market strategy and opportunities across various asset classes.
Oil prices, US inflation, stimulus in China and earnings season are among the Top 10 things we’re watching in the fourth quarter.
In our monthly market roundup for September, Invesco experts provide a rundown of a mixed month for global equities and an update on the fixed income markets.
We assess the key differences between Donald Trump’s and Kamala Harris’s policy platforms, and highlight the potential implications for the financial markets.
We examine the normalizing US economy, diverging consumer sentiment in Europe and the UK, easing monetary policy in major Western economies, and encouraging stimulus in China.
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.
The Federal Reserve (Fed) cut interest rates by 0.50% to keep the US economy in good shape and avoid falling behind the curve, but uncertainty lies ahead.
The US presidential race between Kamala Harris and Donald Trump is intensifying. Discover what political strategists had to say about the race in our post-debate US election webinar.
Paul Jackson, Global Head of Asset Allocation Research for EMEA, shares his views on portfolio allocations in the quarter ahead.
As anticipation grows for a Federal Reserve rate cut, the stock market turned in a strong week, led by the technology sector.
Fears about the US economy rippled through the markets last week as recent data fell short of expectations. But the case for a relatively soft landing remains strong.
Welcome to Applied philosophy, our view on global equity market model sector allocation.
BA degree, MBA
BA from Princeton University and PhD from London School of Economics
BSc in Economics from the London School of Economics and a Master of Philosophy in Economics from Oxford