2024 midyear investment outlook: opportunities amidst divergence
At the mid-way point of 2024, divergence between individual economies has re-emerged as a theme. How will key economic factors play out and what will the impact on markets be?
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Sign up to our newsletterMonthly commodities update
Find out how Commodities performed in June, with insights into the key macro events and what we think you should be keeping your eyes on in the near term with our latest commodities update.
Could the Federal Reserve cut interest rates twice in 2024
Recent data shows greater disinflationary progress in the US, which I believe will lead to a Federal Reserve rate cut this quarter, and I see room for more than one rate cut in 2024.
US Equities monthly update – June 2024
US equity markets clawed back all of April’s losses and continued to reach new record highs, before giving up some of those gains in the final days of the month. Reassuring comments from the Fed at the beginning of the month had set markets on their way, while NVIDIA remained one of the biggest catalysts at the stock level.
Alternative opportunities Q2 2024
In each new edition, we look at the outlook for private market assets. In particular, we focus on private credit, private equity, real estate, infrastructure and commodities.
Competing forces in the high yield bond market
Rhys Davies, fund manager, explores why his fund's exposure to B-rated and lower bonds is at historic lows, citing good yields in higher rated bonds and the risks with lower credit bonds.
Reversals of fortune emerge in elections and economies
France and the United Kingdom see a change in political direction in recent elections. What could that mean for investors?
Monthly Market Roundup cov. June 2024
In our Monthly market roundup for May, Invesco experts give a rundown on a positive month for global equity markets, as well as an update on fixed income markets.
Global Fixed Income Strategy Monthly Report
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.
Investing in multi-asset funds can manage UK CGT liability following cuts to annual allowance
Learn how multi-asset funds can help manage UK CGT liability and reduce risk in market uncertainty.
Monthly fixed income update
June saw a resurgence in political risks with a snap election called in France, the upcoming general election for the UK, and the first televised debate between Trump and Biden ahead of the presidential election in the US. Read our latest thoughts on how fixed income markets performed during the month and what we think you should be looking out for in the near term.
Monthly gold update
The gold price was little changed in June, down just 0.2% despite a pause in gold purchases by the People’s Bank of China and surprisingly strong non-farm payrolls data. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
Emerging market local debt | Monthly macro insights
Catch up on monthly fixed income insights from our emerging market local debt team.