Offering investors a broad range of actively managed equities through a diversified global platform.
Our fundamental equities platform manages US$270+ billion in client assets.
125 investment professionals located in offices across Europe, North America, and Asia.
We offer a broad range of client solutions across 75 different strategies.
Invesco has been a trusted partner in fundamental equity investing for over 75 years. Offering investors:
Comprehensive range of equity strategies, including income, total return, large and small cap investments, alongside UK and Luxembourg registered funds.
Invesco has been a trusted partner and leader in global investing for more than 50 years. Our array of product offerings, including global, international, and emerging market equities, is designed to meet a diverse set of investor needs.
Embrace the growth potential of the world's fastest-advancing economies. Home to the vast majority of the world's population, Asia and the emerging markets offer investors a world of untapped potential.
Our thematic strategies look for opportunities in companies reshaping the future. Our world is constantly evolving, and we seek to invest in some of the most powerful trends driving change.
Discover how we find value in mispriced opportunities.
US Equities Quarterly update
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.
Invesco Global Equity Income – video update
Key things impacting the outlook for global equities in 2025: Donald Trump, artificial intelligence (AI) and ‘hangover stocks’.
UK equities: Q4 2024 market review and outlook
In this video, fund manager Martin Walker shares his thoughts on the challenges of the last quarter and his outlook for UK Equities.
Three compelling reasons to consider S&P 500 Equal Weight
Discover the potential of equal weight strategies and how they could offer enhanced diversification.
European equities: Insights into 2025 – A conversation with John Surplice
John Surplice, Head of EMEA Equities and UK & European Equities Fund Manager, discusses the 2024 performance and 2025 projections for European equities in a detailed conversation with Product Director, Georgina Millar.
Fundamental equity strategies typically focus on the health of a company’s business when investing in individual stocks. Systematic equity strategies, meanwhile, employ structured, rules-based quantitative models and algorithms to make investment decisions.
It involves analyzing a company’s fundamental strength through earnings, profit margins, intangible assets, competitive moat, and other factors. In other words, a company’s fundamentals determine which stocks are the most attractive for investing.
Yes, value is one of the oldest, well-known fundamental approaches to investing. Value investors typically look for undervalued companies by examining fundamental metrics like the price-to-earnings (P/E) ratio.
Other approaches that typically fall under fundamental equity investing include investing in companies with high growth, revenue, cash flow, and dividends. Growth investors usually focus on companies with higher P/E ratios that are growing revenue quickly. While income investors who want exposure to more stable, mature companies may target the strategy’s dividend aspect.
The value of investments and any income will fluctuate. This may partly be the result of exchange rate fluctuations. Investors may not get back the full amount invested.
All information is provided as at 31 March 2024, sourced from Invesco unless otherwise stated.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. Views and opinions are based on current market conditions and are subject to change.
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