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.
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 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.
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.
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.
In Uncommon Truths, Invesco experts Paul Jackson and Andras Vig’s provide a regular in-depth look at the big topics impacting markets.
Despite strong earnings reports, the markets are reflecting some uncertainty and concerns related to geopolitical risks and growing deficits.
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.
In Uncommon Truths, Invesco experts Paul Jackson and Andras Vig’s provide a regular in-depth look at the big topics impacting markets.
The Indian equity market is poised for significant growth, and we believe performance will be supported by strong corporate earnings and GDP figures. Find out more.
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.
Alternative Opportunities is a quarterly report from Invesco Solutions. In each new edition, we look at the outlook for private market assets.
As we enter the final quarter of the year, our experts look back at the ‘year of the bond market’ and share their thoughts on the outlook for Fixed Income assets going forward.
In our quarterly analysis, Invesco experts track major trends and structural issues that investors may want to consider when making asset allocation decisions. Read our latest analysis that covers market strategy and opportunities across various asset classes.
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.
Discover how climate-conscious investors use Carbon Budget Divergence (CBD) and Implied Temperature Rise (ITR) to build Paris-aligned portfolios. Find out more
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.
Gold rose 5.2% in September, continuing to set new records, supported by the Fed interest rate cut, stimulus measures in China and escalation in the wars particularly in the Middle East. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
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