Asset allocation Where do we find value in Emerging Market equities in 2025?
Welcome to Applied philosophy, our view on global equity market model sector allocation.
February 12, 2025
Market insights
Stay up to date with the latest twists and turns as our global market strategists and investment teams share their views on the latest market news and developments.
Weekly Market Compass Tariffs, tech earnings, and inflation concerns test markets
Markets absorbed tariff news, tech company earnings, news from the new US Treasury Secretary, disappointing US inflation-related reports, and more.
February 11, 2025
Market Monthly Market Roundup
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.
February 6, 2025
Weekly Market Compass Tariffs rattle stock markets, but what’s the long-term impact?
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.
February 4, 2025
Market Market experts take a deep dive into DeepSeek
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.
January 30, 2025
Weekly Market Compass Government debt and inflation talk highlight a busy market week
The market greeted a week of economic meetings, executive orders, and important announcements with rising stocks and falling volatility.
January 29, 2025
Weekly Market Compass Inflation, tariffs, and other investor questions answered
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.
January 22, 2025
Weekly Market Compass A new year begins, and geopolitical instability continues
Markets around the world rose last year despite geopolitical uncertainty, a trend that I believe seems poised to continue.
January 7, 2025
Weekly Market Compass The four Trump policies most likely to impact economic growth
Deregulation and tax cuts could potentially provide a boost to US economic and market growth, while tariffs and immigration restrictions could pose challenges.
December 11, 2024
Weekly Market Compass US, European stocks rise despite looming risks
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.
December 3, 2024
Weekly Market Compass 2025 investment outlook: After the landing
We expect significant monetary policy easing to push global growth higher in 2025, fostering an attractive environment for risk assets as central banks achieve a “soft landing.”
November 26, 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.
November 6, 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.
October 29, 2024
Weekly Market Compass Stock market myths: Investors’ beliefs don’t always reflect reality
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.
October 22, 2024
Market 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.
October 7, 2024
