Our 2023 Stewardship Report highlights our commitment to sustainable growth and responsible asset management, reinforcing our mission to prioritise long-term value.
Kevin Grundy, Managing Director, Fund Management, Europe, Invesco Real Estate, discusses the broader market environments in the region and where he is finding the most compelling investment potential for value-add and opportunistic strategies.
The second instalment of our thematic sustainability blog series discusses what a circular economy is. We look into what’s required for it to be successful, and how it can generate unique investment opportunities.
1 day-long event, made up of over 13 sessions in four languages, all covering key topics and ideas around sustainability
Significant focus on the uncertainty of the US macroeconomic backdrop and its potential implications on the market remain top of mind for investment opportunities. 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 third quarter of 2024 wraps up.
Recent climate data suggests that the pathway to limiting global warming to 1.5OC is narrowing – and narrowing quickly. In this short video, Invesco’s Global Debt Team discusses the role climate adaptation will play in addressing this challenge, before delving into the opportunities for investors.
We share our scenario analysis to help clients navigate an uncertain landscape. Our base case is that inflation has peaked – in which case we favour high yield credit and emerging market assets. Should inflation prove more persistent, with a deeper recession on the cards, then cash and government bonds are the order of the day. Read on for details – and for why we favour investment grade credit in both scenarios.
Government bonds tend to perform well in turbulent times and can help diversify risk in multi asset portfolios. Often viewed as a possible buffer for volatile equity and other riskier markets, government bonds serve as a core allocation for investors.
Private Credit is an all-weather asset class for a diversified portfolio that works in a variety of economic environments, offering historically attractive current income.
After a dramatic market reset in 2022, the high yield market is now living up to its name.
Explore the key risks and benefits, as well as some case studies from our investment teams.
Discover why emerging market local debt can potentially outperform over the next couple years after the asset class sold off in 2022. Find out more.
Interest rate hikes have been used to combat inflation in emerging markets. But will the different approaches adopted by central banks lead to opportunities?
Tapering, tightening and transitory inflation. As we enter the home stretch of an eventful 2021, these are some of topics that are generating questions from clients right now. Matt Brill shares his views on how these issues may impact core fixed income portfolios.
Join us on the latest stretch of our world tour! Wim Vandenhoeck and Gerald Evelyn arrive in the Czech Republic and chat all things inflation.
US inflation is running at a high level. Some of this price pressure is likely to be transitory, reflecting the bounce-back in economic activity as the world reopened. But there is considerable evidence of persistent price rises too. We examine the clearest example of this: shelter.
Our experts unpack the 2025 outlook on the evolving real estate market. We explore the implications of recent trends and ESG considerations on the market.
Our experts unpack the 2025 market outlook on the evolving private credit market. We explore the implications of recent trends on bank loans, distressed credit and direct lending.
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.
Alternative Opportunities is a quarterly report from Invesco Solutions. In each new edition, we look at the outlook for private market assets.
Private credit, including real estate debt and direct lending, may offer diversification and lower volatility, making it potentially an attractive option for investors seeking optimized portfolios.
This edition of Risk & Reward explores a novel NLP-driven controversy screening tool that complements traditional ESG assessments by effectively identifying financially material controversies through abnormal news flow indicator.
There is a compelling opportunity for investors to invest in bank loans for those who may be looking for potentially high returns in a liquid asset class and possible diversification away from traditional fixed income.
Kevin Grundy, Managing Director, Fund Management, Europe, Invesco Real Estate, discusses the broader market environments in the region and where he is finding the most compelling investment potential for value-add and opportunistic strategies.
Global demographic shifts, like a declining, growing, or an aging population, in tandem with macroeconomic factors tend to generate real estate investment opportunities.
The crypto market is preparing for the next Bitcoin halving. What does the halving mean and what are the longer-term prospects for investors in Bitcoin?
Cryptocurrencies have grown rapidly but are poorly understood. In this updated piece, we explore cryptocurrencies from their birth during the global financial crisis to today’s approx. $1.0 trillion market cap.
The time may be right for investing real estate credit - higher yield potential, reduced basis, and opportunities for alternative lenders due to proposed capital requirements for banks signal potential positive outcomes.
Looking ahead, we do see the light at the end of the tunnel and the eventual normalization of economies from the disruption of Covid-19. However, the ‘brave new world’ that awaits us post-pandemic is probably going to be very different from the world we’ve left behind.
Supply chains can be considered the “Eighth Wonder of the World”. Today's historically unprecedented level of prosperity, which is enjoyed by more and more people all around the globe is highly dependent on functioning supply chains. Incidents like COVID-19 or the Suez Canal blockage have shown this in an impressive way.
I often get asked about my team’s outlook, or our thoughts on “What’s the market going to do from here?”.
We believe Asian consumer demand represents one of the most exciting consumer stories in investment history. Supported by a large population base and fast economic growth, Asia’s consumer economy is simply massive.
Discover why emerging market local debt can potentially outperform over the next couple years after the asset class sold off in 2022. Find out more.
Interest rate hikes have been used to combat inflation in emerging markets. But will the different approaches adopted by central banks lead to opportunities?
Join us on the latest stretch of our world tour! Wim Vandenhoeck and Gerald Evelyn arrive in the Czech Republic and chat all things inflation.
We believe Asian consumer demand represents one of the most exciting consumer stories in investment history. Supported by a large population base and fast economic growth, Asia’s consumer economy is simply massive.
