An investor’s guide to the US presidential election
We assess the key differences between Donald Trump’s and Kamala Harris’s policy platforms, and highlight the potential implications for the financial markets.
Insights
2024 Investment Outlook
As we move into 2024, we expect the global economy to slow marginally and inflation to gradually subside — clearing the way for central banks to begin cutting interest rates around mid-year.
Commodities: The Final Frontier of Climate Investing
Commodities can play several roles in a portfolio with the potential for diversification, inflation hedging and growth opportunities. Find out more from the commodities and investment experts at Invesco and Bloomberg.
Most read
Market Monthly Market Roundup
In our monthly market roundup for October, Invesco experts provide a rundown of a negative month for global equities and an update on the fixed income markets.
13 November 2024
Asset allocation The Aristotle List: 10 improbable but possible outcomes for 2024
Each year, in his Aristotle list, Paul Jackson seeks those, unlikely-but-possible, out-of-consensus ideas for 2024 that he believes have at least some chance of happening. From possibilities of recession to emerging market outperformance and even the winner of the upcoming Euro 2024 tournament in football. Read the full list here.
19 January 2024
Asset allocation Elections and Fed rate cuts: the perfect recipe?
In Uncommon Truths, Invesco experts Paul Jackson and Andras Vig’s provide a regular in-depth look at the big topics impacting markets.
24 October 2024
Latest insights
Market US election webinar: Trump wins. What do the results mean for investors? Our takeaways
Trump has won the race to the White House. Discover what this means for investors in the last of our three-part webinar series on the US election.
19 November 2024
Market Monthly Market Roundup
In our monthly market roundup for October, Invesco experts provide a rundown of a negative month for global equities and an update on the fixed income markets.
13 November 2024
Weekly Market Compass Politics, central banks, and what matters most to markets
Despite an eventful week in politics, monetary policy from central banks still matters more to markets and economies over the long term.
12 November 2024
ETC Monthly gold update
Gold rose 4.2% in October, once again setting new records, despite the US Dollar and Treasury bond yields rising in the month, which would typically be headwinds to the yellow metal. The more powerful drivers were geopolitical, especially further escalation in the Middle East conflict and uncertainty ahead of the US Presidential election. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
11 November 2024
Asset allocation Tactical asset allocation
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.
11 November 2024
Weekly Market Compass What are markets telling us about Trump’s decisive victory?
Markets got the clarity they crave with Donald Trump’s decisive victory in the presidential election. Now the focus shifts to taxes, deficits, tariffs, immigration and more.
7 November 2024
Asian and emerging market equities A shift in perspective: Why emerging markets deserve a second look
Our Henley-based Asian & EM Equities Team discuss the opportunities of emerging markets and why a shift in perspective is required.
7 November 2024
Market What Trump’s win may mean for the markets and economy
Based on his campaign pledges, here are some things we’ll be watching from President-elect Donald Trump and what they may mean for the economy and markets.
6 November 2024
Fixed Income 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.
5 November 2024
Private credit Private credit: A case for senior loans
As the 3rd quarter comes to a close, 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.
4 November 2024
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.
29 October 2024
ETF US Equities Quarterly update
Q3 2024 was certainly eventful, with the replacement of Biden as Democratic presidential candidate, a sharp sell-off in July extending into August and an interest rate hike by the Bank of Japan, to name a few. Read our quarterly US equities update to find out more.
25 October 2024
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