Invesco

Head of Global Equities, Stephen Anness, believes dividends are an important consideration when investing for the long-term. Here he shares why he thinks they might become a bigger part of shareholder returns going forward.

We share our scenario analysis to help clients navigate an uncertain landscape. Our base case is that inflation has peaked – in which case we favour high yield credit and emerging market assets. Should inflation prove more persistent, with a deeper recession on the cards, then cash and government bonds are the order of the day. Read on for details – and for why we favour investment grade credit in both scenarios.

Investors are starting to consider China as a standalone allocation as the country is poised to become the largest economy in the world. 

Jakarta’s infamous traffic is back, buzzing at pre-pandemic congestion levels. Over three days in Indonesia’s capital, Fund Managers Ian Hargreaves and Fiona Yang met with banks, real estate developers and conglomerates, as well as some entrepreneurial founders of companies in the fintech and EV industries.

After a savage bond selloff in 2022, investment grade corporate bonds are offering good income opportunities at attractive valuations for the first time since the global financial crisis. We discuss the asset class with our investment experts.

Politics had a significant impact on the market once again this quarter, with Rishi Sunak’s government retreating on many of the decisions taken by his predecessor.

We share our analysis of the fund’s performance in 2022 amid challenging conditions – and look forward to what could happen in 2023.

In what’s been a volatile year for equity markets, performance has varied greatly month to month. Things could be looking up though. We share our Outlook for 2023.

After a tough year for fixed income investors, yields and valuations now look more attractive than they have for a long time. We share our outlook for 2023.

Continued lockdowns in China have severely dented consumer confidence and impacted supply chains. However, recently we have seen several waves of positive news flow in China too. Fund Manager Fiona Yang shares her thoughts on Chinese equity markets and how she is thinking about portfolio positioning.

Despite the headwinds that the UK economy currently faces, it is in a far stronger position than during the Global Financial Crisis of 2008, says Robin West. Watch his latest video update on the UK smaller companies sector.

Rishi Sunak’s ‘coronation’ by Conservative MPs marks a return to economic orthodoxy. But further political instability may lie ahead . We look at what’s next for the economy including a Halloween budget and fiscal restraint.

Over the last ten years, income funds have not looked so attractive. But things are changing. If you look back over time, a pattern emerges. In periods of macro uncertainty and inflation, cash flows today are preferable to uncertain capital gains tomorrow.

Fund Managers Ian Hargreaves and Fiona Yang recently sat down with David Kimberley from Kepler Trust Intelligence for a deep-dive discussion on investing in Asia; from how they pick their investments to their engagement with Asian companies around Environmental, Social and Governance (ESG), and more.

In a piece published earlier this week on Kwasi Kwarteng’s mini budget, our Director of Macro Research Ben Jones noted that UK fiscal and monetary policy were pulling in opposite directions. This was cemented further on Wednesday when the Bank of England (BoE) stepped in to calm markets, pledging to buy £65 billion of government bonds. What do the recent developments mean for markets? Our ETF, fixed income, multi asset and UK equity experts share their views.

We look back at Arthur Burns and Paul Volcker’s stints chairing the Federal Reserve in the 70s and 80s. There are some key lessons on how to deal – and not deal – with inflation.

The UK equity market has been cheap for quite some time, but Jonathan Brown and Robin West think there’s particular opportunity in the small cap sector.

This year, the Bank of England, the Federal Reserve and even the European Central Bank have moved to raise interest rates in an effort to get inflation down. It has created challenges for investors. But we are finally seeing more yield in bond markets. Rhys Davies shares his thoughts on the high yield market. And all in under five minutes.