
Weekly Market Compass European stock markets surge as US stock market sags
European nations prepare to invest in defense and infrastructure, while the US faces the possibility of recession brought on by government spending cuts.
Stay up to date with the latest twists and turns of global markets and macroeconomic news and views from our global market strategists and investment teams.
European nations prepare to invest in defense and infrastructure, while the US faces the possibility of recession brought on by government spending cuts.
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.
Bond markets generally performed well in February, although there were varying outcomes across different regions. Read our latest thoughts on how fixed income markets fared during the month and what we think you should be looking out for in the near term.
Join David Aujla, portfolio manager as he provides a monthly recap of the financial markets. Looking at market trends political developments, the macroeconomic landscape and the impact it has a market volatility stay ahead with expert commentary.
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.
Discover current insights from Invesco's latest fixed income webinar. Read our 9 key takeaways and watch the full replay for expert perspectives on the opportunities and challenges in bonds in 2025.
The US economy appears to be slowing quickly as consumers brace for tariffs, higher prices, and a possible government shutdown.
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.
Welcome to Applied philosophy, our view on global equity market model sector allocation.
Each month brings a new, easily digestible instalment. Catch up on all things fixed income in under three minutes.
Unemployment concerns and rising inflation expectations contribute to falling US consumer sentiment, while the German election could be a positive catalyst for European equities.
Catalysts like DeepSeek have sparked a surge in Chinese stocks, while US inflation expectations indicate growing concerns about a resurgence in prices.
Significant focus on the uncertainty of the US macroeconomic backdrop and its potential headwinds on the market remain top of mind for investment opportunities globally. 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 first quarter of 2025 begins.
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
Markets absorbed tariff news, tech company earnings, news from the new US Treasury Secretary, disappointing US inflation-related reports, and more.
BA degree, MBA
BA from Princeton University and PhD from London School of Economics
BSc in Economics from the London School of Economics and a Master of Philosophy in Economics from Oxford