There are 8 item(s) tagged with the keyword "outlook".
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There have been two standout themes in global equities in 2023: the outperformance of the so called 'magnificent seven' US mega-cap tech stocks (without which US indices would have underperformed), and the Japanese stock market. There were also two standout underperformers - China and the UK. Will these trends continue in 2024?
As abhorrent as recent events in the Middle East have been, financial markets have, for now, taken these events in their stride, with some flight to safety in public markets, but fairly mild reactions overall.
Portfolio Manager James de Bunsen argues why holding investments that can show resilience in the face of multiple, meaningful headwinds, from market volatility to potential stagflation, should give investors confidence in 2023.
Amid a volatile macroeconomic backdrop, investment vehicles incorporating environmental, social, and governance (ESG) considerations typically underperformed non-ESG peers in 2022. This has galvanised sceptics and led to questions around the validity of ESG. Paul LaCoursiere and Bhaskar Sastry outline three reasons why ESG will remain a crucial consideration for investors.
John Pattullo and Jenna Barnard, Co-Heads of Global Bonds, believe the confluence of attractive yields and an inflection point in rates should make 2023 an opportune year for high quality investment grade and government bonds.
The next 12 months are poised to be a comeback year for fixed income, says Gene Tannuzzo, with a focus on quality and credit selection critical to achieving the desired outcomes.
Even though 2022 has begun with an abrupt change in the macro narrative, stoked by the Fed, we hold the line on our bullish outlook for risk assets.
Watch Stephen Anness and Andrew Hall, managers of the Invesco Perpetual Global Opportunities Fund, reflect on their first five years of stewardship. They discuss the contrarian investment philosophy set out in 2013 and how this has contributed to stock selection during their tenure so far.
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