Invesco

William Lam considers questions that clients may be interested in such as: Have we seen the bottom in Asian stock markets? How is the Asian strategy positioned in these uncertain and volatile times? Is the strategy positioned for a rebound? What can we learn from the Asian experience of the virus in terms of how this might play out in other markets?

In this week’s Invesco Podcast Ben Gutteridge, Director of Model Portfolio Services, speaks to William Lam, fund manager of the Invesco Asian Fund (UK).

The coronavirus is certainty having a major impact on equity and bond markets as concerns grow over a global recession. What can the US Federal Reserve do to restore calm?

Last week, it became clear that the financial markets were no longer prepared to overlook the potential global impact of coronavirus. Our initial discussions focused on the short-term risk management of the portfolio and ensuring the diversification in our portfolios remained intact.

After a tough 2018, our Multi Asset team remained focused on their robust ideas-based philosophy aiming for good returns over the longer term with continued low volatility. In 2019, returns for the Invesco Global Targeted Returns Fund (UK) were more in line with their targets.

The coronavirus outbreak which originated in China has brought to a halt the positive market momentum we were seeing going into 2020. This outbreak is obviously concerning, reminiscent of SARS in 2002/03 and MERS in 2015, but this time the Chinese authorities have been swifter and more proactive in their response, even declaring the sort of quarantine only China can realistically engineer.

The search for yield without taking excessive risk is an ongoing challenge in a world of record-low interest rates.

The outlook is bright for UK Smaller Companies.

Unresolved issues prolong uncertainty across the globe.

The election is over and the results are in – a Conservative majority. But what could we expect looking ahead? Graham shares his immediate thoughts.

With the recent launch of streaming services from Apple and Disney and expected launches from AT&T and Comcast in the first half of next year, “The Streaming Wars” are heating up...

In recent years the UK’s fiscal backdrop has been improving, but with both Conservatives and Labour proposing big increases in investment spending, how could this affect the gilt market?

Graham Hook, Invesco’s Head of UK Government Relations and Public Policy sums up the first two weeks of campaigning and looks ahead to the next month’s action.

European Central Bank – end of an era?

Consumer spending continues to rise

US President Donald Trump announced the US and China have agreed in principle to a trade accord. However, China has stopped short of calling this a “deal.” As we assess what we know about the agreement, it seems clear that China has the upper hand in its negotiations with the US. By Kristina Hooper and David Chao

Although the current US business expansion became the longest on record from July 2019 – exceeding the 120 months of the 1991-2001 upswing – it has also been the slowest, with real GDP growth averaging only 1.8% p.a. since 2009.