Invesco

Find out why Asia is on the road to recovery and why the region can weather any potential macroeconomic headwinds in Invesco’s mid-year outlook.

Against a challenging backdrop, high yield bonds have outperformed investment grade and sovereign bonds so far this year. But what are the key themes influencing markets? And what are Rhys Davies’ thoughts going forwards?

Virtually everybody has been exposed to digital payments by now. Perhaps you pay your bills online or use Zelle, or Venmo to split the cost of a meal, or even perhaps to settle a bet. It may seem that this shift away from physical money has come all at once, but it really hasn’t.

While Asian equity markets are trading at their biggest discount to world markets in over a decade, there are big valuation discrepancies between and within markets and sectors. As active investors with a contrarian approach, this gives us scope to lean into areas of excessive pessimism, while avoiding frothy areas of the market.

Is a recession around the corner, or will the Fed manage to engineer a soft landing? Lewis Aubrey-Johnson shares his thoughts. And all in under three minutes.

The Fed tightened rates last night by 50bps, as anticipated. Will 2022 turn out to be the most aggressive year of Fed tightening since the late 70s?

Discover the investment opportunities that have emerged since the mapping of the human genome and why it is a Big Bang moment in medicine. 

Rising inflation, interest rate hikes, market volatility. What does this all mean for bond markets, and specifically high yield bonds? Can opportunities be found within this sector?

Having set ambitious national climate targets, the UK has been largely content to follow the EU’s lead regarding the Green Taxonomy, but there are divergences. Unlike the Europeans, British policymakers have put nuclear and hydrogen at the centre of their plans. There is further divergence at both the corporate and investment product levels.

As the Russia-Ukraine crisis evolves, we depart from our monthly video schedule to bring you a special episode of ‘Bitesized bonds’. Lewis Aubrey-Johnson discusses the impact the crisis is having on fixed income markets. And all in under three minutes.

It’s the week of Valentine’s Day and I’m reflecting on some of the stocks I’ve had long-term relationships with. But I’m also turning my attention to some companies which are experiencing a distinct lack of love from the market.

Invesco’s Mike Shiao looks at the investment opportunities in China over 2022 and what a new era of common prosperity means for the country. Find out more.

Sovereign bond markets had a bad year in 2021. Are valuations in a better place as we start 2022, or is a defensive approach the order of the day? In this month’s video from the Henley Fixed Interest Team, Stuart Edwards addresses this question, before introducing the three main factors influencing markets. And all in under three minutes.

High cash levels could contribute to increased consumer confidence and corporate earnings. Margin pressure and stretched multiples may be a headwind, alongside shipping costs and supply chain challenges. Equities look more attractive to us than cash and fixed income over the long-term.

Invesco’s Randall Dishmon talks about what structural trends, he believes will create sustainable growth for global equities in the years ahead.

With a new year fast approaching, we sat down with the Henley Fixed Interest Team to hear their views for 2022. What are they most excited about? What challenges are on the horizon? And what can we expect from markets in the coming months?

Asian and EM equity markets have struggled for much of 2021, with exports growth slowing after a strong recovery and China-related concerns denting investor sentiment. The slow rollout of vaccination programmes in many emerging markets has slowed the recovery, particularly as new Covid variants emerged. Yet, conditions have started to normalise, and looking forward we find reasons to be optimistic.