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.
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Sign up to our newsletterIn 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.
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.
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.
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.
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.
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.
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.
Thematics funds provide diversified exposure to specific themes or trends, regardless of traditional sector classifications. Discover more in our latest article.
Senior secured loans offer investors a unique source of income potential, but they’re often misunderstood. We highlight the myths and realities of this asset class.
Despite strong earnings reports, the markets are reflecting some uncertainty and concerns related to geopolitical risks and growing deficits.
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.
Discover why senior secured loans offer insurers high income, low risk, and strong fundamentals. Improving returns and reducing capital charges.