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Catalysts like DeepSeek have sparked a surge in Chinese stocks, while US inflation expectations indicate growing concerns about a resurgence in prices.
Markets absorbed tariff news, tech company earnings, news from the new US Treasury Secretary, disappointing US inflation-related reports, and more.
In our monthly market roundup for January, Invesco experts provide an overview of a strong month for global equities and offer an update on the fixed income markets.
Recent history has shown that protectionist measures such as tariffs can hinder economic growth in the near term but don't necessarily create a long-term hurdle for markets.
Our experts address the critical questions that arose following the news of DeepSeek’s artificial intelligence model and the market’s volatile reaction. Find out more.
The market greeted a week of economic meetings, executive orders, and important announcements with rising stocks and falling volatility.
Will US inflation rise? Are tariffs a concern? With the new year and a new Trump administration, investors have questions about the economy and markets.
The December US jobs report showed strong growth, prompting market concerns about the economy running too hot and opening the door to more inflation.
Markets around the world rose last year despite geopolitical uncertainty, a trend that I believe seems poised to continue.
A growing trend toward fiscal conservatism, the continued importance of monetary policy, increasing geopolitical risks, and technological innovation could drive global markets in the new year.
Deregulation and tax cuts could potentially provide a boost to US economic and market growth, while tariffs and immigration restrictions could pose challenges.
The potential for significant deregulation and tax cuts has excited many investors, leading US stocks to “climb the wall of worry” despite immigration and tariff risks.
Catalysts like DeepSeek have sparked a surge in Chinese stocks, while US inflation expectations indicate growing concerns about a resurgence in prices.
Significant focus on the uncertainty of the US macroeconomic backdrop and its potential headwinds on the market remain top of mind for investment opportunities globally. 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 first quarter of 2025 begins.
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
Welcome to Applied philosophy, our view on global equity market model sector 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.
Gold kicked off 2025 with a 6.6% gain in January, supported by increasing economic and geopolitical uncertainty particularly related to the impacts of potential trade tariffs. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
Markets absorbed tariff news, tech company earnings, news from the new US Treasury Secretary, disappointing US inflation-related reports, and more.
In our monthly market roundup for January, Invesco experts provide an overview of a strong month for global equities and offer an update on the fixed income markets.
US equity markets were boosted in Q4 by enthusiasm around Trump’s election victory, although enthusiasm was tempered in December by the Fed’s cautious approach to future interest rate cuts. Read our quarterly US equities update to find out more.
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.
Recent history has shown that protectionist measures such as tariffs can hinder economic growth in the near term but don't necessarily create a long-term hurdle for markets.
Our experts address the critical questions that arose following the news of DeepSeek’s artificial intelligence model and the market’s volatile reaction. Find out more.
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