articles & commentary from Invesco

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Investment news for Financial Advisers and Paraplanners - Invesco: Investment outlooks 2020

Invesco’s investment teams from around the globe outline their expectations for 2020 to help investors plan for the coming year, wherever the markets take us. more...

Investment commentary for Financial Advisers and Paraplanners - Invesco: The Streaming Wars

As competition for streaming services increase, fixed income credit analyst Ed Craven gives his view on the likely winners and losers. more...

Investment news for Financial Advisers and Paraplanners - Invesco: Amid a host of central bank developments, one constant remains

Four central banks revisited policy, plus two new reports pointed to a continued global slowdown. more...

Investment news for Financial Advisers and Paraplanners - Invesco: General Election 2019: What spending promises might mean for gilts

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? more...

Investment News for Financial Advisers and Paraplanners - Invesco: General Election 2019: the first two weeks

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

Investment News for Financial Advisers and Paraplanners - Invesco: US business cycle, Draghi legacy and UK business investment

How healthy is the US economy? European Central Bank – end of an era? How is UK business investment faring amid Brexit uncertainty? more...

Investment news for Financial Advisers and Paraplanners - Invesco: Macro pain, market gain

World trade is weakening and regional economic growth is slowing – so how could this be good news for Asian exposure? more...

Investment videos for Financial Advisers & Paraplanners - Invesco: What investors need to know about the US-China trade accord

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 more...

Investment news for Financial Advisers and Paraplanners - Invesco: US: Facing a slowdown or recession?

The dreaded R word is garnering more attention with the US Federal Reserve in dovish mode and bond markets in a state of flux following the recent inversion of the yield curve. Is the economic data ringing any alarm bells? more...

Investment News for Financial Advisers & Paraplanners - Invesco: Culture clashes and windscreen smashes

The first Chinese ‘A’ share we owned in the Invesco Asian Fund (UK) was a company called Fuyao Glass. Although we no longer own Fuyao, two other Chinese auto parts companies with clear parallels – Huayu and Minth – are currently held in this fund. more...

Investment news for Financial Advisers and Paraplanners - You are invited to the Invesco 2019 Investment Intelligence Seminars - 80 mins structured CPD

Register now for Round 3 of the Invesco 2019 Investment Intelligence Seminars, running from September to December with over 70 venues and dates to chose from. These are amongst the most popular events in the market - spaces go fast, so make sure you sign up! more...

Investment News for Financial Advisers and Paraplanners - Invesco: The Polish economy is bucking the trend – and what this meant for our portfolio

Whilst most European economies are struggling, the Polish economy is defying expectations: it has seen solid growth rates, strong wage growth and an improved current account balance relative to history. more...

Investment video for Financial advisers and paraplanners - Invesco: Flying update: Three things to consider in autumn

119 seconds – Back to school! Lewis Aubrey-Johnson, Head of Fixed Income Products, discusses three things you need to think about when it comes to fixed income portfolios this autumn. more...

Investment News for Financial Advisers and Paraplanners - Invesco: What does the inverted US yield curve tell us?

The US yield curve inverted for the first time since 2007. What is the yield curve’s success in predicting previous US recessions? Is the inversion consistent with US data? What other reasons could be causing the inversion? Fund Manager, Stuart Edwards gives his views on the recent inversion of the yield curve. more...

Investment update for Financial Advisers and Paraplanners - Invesco: Measure twice, cut once: Fed delivers expected cut

Fed Chairman Powell cites weakening global growth, trade policy developments and below-target inflation as impetus for rate cut. What can we expect in the months to come? more...

Investment News for Financial Advisers and Paraplanners - Invesco: Global debt outlook: A more stable second half could stem the tide of slower growth

The Invesco Fixed Income Global Debt team expects a mix of moderate growth and falling inflation to have a positive impact on asset prices. Read more to find out what they expect to see in the third quarter and the implications this has on their portfolios. more...

Investment News for Financial Advisers and Paraplanners - Invesco: Flying update: US interest rates

109 seconds – Lewis Aubrey-Johnson, Head of Fixed Income Products, discusses interest rates following the US Federal Reserve’s meeting. How have markets reacted? What can be expected going forward? more...

Investment webcast for Financial Advisers and Paraplanners - Invesco: Webcall replay: Multi asset Q2 2019 review and macroeconomic outlook

In this webcall, Multi Asset Product Director, Clive Emery covers performance of the multi asset teams fund, any changes made to it during the second quarter of 2019 and the Henley-based macroeconomic outlook for 2019. more...

Investment news for Financial Advisers & Paraplanners - Invesco: Hiding in plain sight…

The European Equities team look at the widening disparity of valuations within the European market and how this impacts risk within portfolios. more...

Investment News for Financial Advisers and Paraplanners - A new helmswoman at the ECB: “Creativity takes courage”

Christine Lagarde, Managing Director of the IMF and former French Finance Minister, has been proposed as the successor of Mario Draghi at the end of his term this autumn. What does this mean for the ECB? more...

Investment news for Financial Advisers & Paraplanners - Invesco: India: Asian US dollar bond market: A new asset class

Asian US dollar bonds typically offer a yield advantage over comparable US and European bonds. But what else does the asset class have to offer? more...

Investment news for Financial Advisers & Paraplanners - Invesco: The Fed opens the door to easing policy

The Fed’s latest meeting marks a significant shift in its thinking. What does this mean for the bond market and our duration positioning? more...

Investment news for Financial Advisers & Paraplanners - Invesco: India: Modi’s new mandate opens the way for more structural reforms

Modi has been sworn in for a second term as Prime Minister. What does it mean for the Indian economy? more...

Investment News for Financial Advisers & Paraplanners - Invesco: LatAm equity health check

Where are the equity opportunities within Latin America, and what are the key concerns? Can imminent political reforms improve the outlook? more...

Investment News for Financial Advisers & Paraplanners - Invesco: Flying update: Govt bond yields lower still

111 seconds – government bond yields have fallen even further (to record lows in some cases). Lewis Aubrey-Johnson, Head of Fixed Income Products shares his thoughts from our Henley Investment Centre. more...

Investment News for Financial Advisers & Paraplanners - Invesco: Europe vs US: A whole new ball game?

Speculation has been mounting that once President Trump concludes trade negotiations with China, Europe will be next on his agenda. In this article, the European Equities Team look at what a potential US-EU trade war could look like and explain why we believe this is materially different to the US-China situation.Speculation has been mounting that once President Trump concludes trade negotiations with China, Europe will be next on his agenda. In this article, the European Equities Team look at what a potential US-EU trade war could look like and explain why we believe this is materially different to the US-China situation. more...

Investment News for Financial Advisers & Paraplanners - Invesco: Diversification benefits for emerging Europe

Read more to find out why Fund Manager, Nicholas Mason thinks that the emerging equity markets, underrepresented in many global portfolios, could appeal for investors looking to diversify away from the traditional equity products. more...

Investment News for Financial Advisers & Paraplanners - Invesco: India's growth trajectory not contingent on election result

Is India likely to remain a good source of opportunities? Find out the impacts of India’s election result as Ian Hargreaves, Co-Head of Asian and Emerging Market Equities discusses the team’s long-term view and where they are finding opportunities in the region. more...

Investment News for Financial Advisers & Paraplanners - Invesco: Brexit from a European perspective

Jeffrey Taylor, Head of European Equities provides readers with the facts behind EU27 / Eurozone trade with the UK and the measures put in place by the EU to reduce the fall-out from a no-deal Brexit. more...

Investment News for Financial Advisers & Paraplanners - Invesco: Ten questions that investors are asking me

Mark Barnett, head of UK Equities responds to recent investor questions, sharing his thoughts on topical issues, from the outlook for the UK economy, to tobacco regulation and life for UK companies after Brexit. more...

Investment news for Financial Advisers & Paraplanners - Invesco: India – a story of change

Modi is now nearing the end of his current tenure as prime minister and is seeking re-election in what is to be the world’s largest democratic exercise. Read more on Modi and the Bharatiya Janata Party (BJP). more...

Investment news for Financial Advisers & Paraplanners - Invesco: Beyond Brexit – UK equity market

As the Brexit deadline looms, Mark Barnett, Head of UK Equities shares his thoughts on the current state of the UK equity market. Are investors being too pessimistic? more...

Investment news for Financial Advisers & Paraplanners - Invesco: Where now for bonds?

What are the prospects for bond markets for the rest of the year and where are the opportunities? the Henley Fixed Interest team give their view on recent market developments and where they are seeing value in this Q&A. more...

Investment News for Financial Advisers and Paraplanners - Invesco: A contrarian view on Europe

The European Equities team look at what is driving investor sentiment, how recent economic data will impact long-term growth, and which areas of the market look most attractive. more...

Investment news for Financial Advisers & Paraplanners - Invesco: Beyond Brexit: sourcing sustainable income and alpha opportunities

Mark Barnett, Head of UK Equities speaks about the UK equity market and how it is an attractive place for the long-term investor. Read more about, opportunities in domestic stocks, and his long-term investment approach. more...

Investment news for Financial Advisers & Paraplanners - Invesco: Five issues to watch this week

Last week brought disappointing data from several countries. This week, Kristina Hooper Global Market Strategist expects the FOMC meeting minutes to be the most important event for markets. more...

Investment news for Financial Advisers & Paraplanners - Invesco: Staying focused after a tough 2018

Product Director, Clive Emery and Portfolio Manager, Danielle Singer look at performance in 2018 and explain why they’re looking ahead with optimism. more...

Investment news for Financial Advisers and Paraplanners - Invesco: Reshuffling the deck

After a challenging 2018, Fund Manager’s Stephen and Andrew outline the factors which impacted them the most along with their plans for 2019 and new additions to the portfolio. more...

Investment webcast for Financial Advisers & Paraplanners - Invesco Global Targeted Returns Fund (UK) – Q4 2018 review

Listen to Clive Emery Multi Asset Product Director discuss the Invesco Global Targeted Returns Fund (UK)’s* performance in Q4 2018, new ideas in the fund, changes to the strategy and the Henley-based Multi Asset team's macroeconomic outlook for 2019. more...

Investment & Brexit news for Financial Advisers & Paraplanners - Invesco: What’s next for Brexit?

After the dramatic defeat of the UK Prime Minister’s EU withdrawal plan, we believe the chances have risen for a softer version of Brexit or perhaps even no Brexit at all. Read more to find out the five scenarios for the future EU-UK relationship. more...

Investment news for Financial Advisers & Paraplanners - Invesco: 2019 investment outlook – European equities

European equities have been heavily sold, are things that bad? Jeffrey Taylor head of European Equities focuses his outlook on the importance of taking a fundamental long-term approach to European equities, how domestic demand drives the European economy, and attractive valuations across many sectors. more...

Investment news for Financial Advisers & Paraplanners - Invesco: John Greenwood’s annual economic outlook 2019

What are the prospects for the global economy? With record low rates of unemployment in many major economies, will inflation take off in 2019? Read Chief Economist John Greenwood’s economic outlook for 2019. more...

Investment news for Financial Advisers & Paraplanners - Invesco: Long term opportunity in domestic value

Fund manager Ciaran Mallon speaks about his long-term investment approach: investing in companies with strong fundamentals and using stock selection as the central tenet of his approach whilst still considering periods that drive down the valuation of good quality companies. more...

Investment news for Financial Advisers & Paraplanners - Invesco: High Yield – a stock picker’s market

After the strong returns of 2016 and 2017, this year has so far been a more testing time for the high yield bond market. What has been happening and what does this mean for investors in the asset class? more...

Investment news for Financial Advisers and Paraplanners - Invesco: Japan’s core strength and stability

Paul Chesson, Head of Japanese Equities focuses on the outlook for Japan’s economy. Corporate Japan looks set to follow up a very strong year to March 2018 more...

Investment News for Financial Adviser and Paraplanners - Invesco Global Factor Investing Study 2018

This study draws on insights from 300 face-to-face interviews with institutional and retail factor investors from across Europe, North America and Asia Pacific. Some wide range themes will include: existing factor adoption and allocations, perceived barriers to adoption and future intentions for their factor investing strategy. more...

Investment news for Financial Advisers and Paraplanners - Invesco: The midterm results are in, but what do they mean for the markets?

The results of the US midterms have had an initially supportive effect on US markets. In this commentary, we examine four key implications for global markets, these include: US politics, fiscal/monetary policy, domestic policy and foreign economic policy. more...

Investment news for Financial Advisers and Paraplanners - Invesco: End of cycle mentality alive and kicking

Rising interest rates, tightening liquidity conditions and trade protectionism remained evident in Q3. We also observed runs on a number of emerging market currencies which caused a degree of contagion to all other emerging market currency and stock markets. Read more on this from Stephen Anness and Andrew Hall, Global Equities Fund Managers. more...

Investment news for Financial Advisers and Paraplanners - Invesco: Webcall replay: Invesco Global Targeted Returns Fund (UK) – Q3 2018 review

In this webcall, Clive Emery took a look at the performance of the fund and any changes made to it during the third quarter of 2018. more...

Investment commentary for Financial Adviser and Paraplanners - Invesco: John Greenwood’s quarterly economic outlook: Q4 2018

With problems in emerging markets continuing to grab headlines and an escalation of the tariff wars between the US and China, how concerned is John about the potential impacts on the global economy? more...

Investment commentary for Financial Adviser and Paraplanners - Invesco: Brazil election special

Brazil is out of recession but the economy is still not firing on all cylinders. What is holding it back and do we expect this period of sluggishness to continue? Nicholas Mason, Emerging Market Equities Fund Manager discusses. more...

Investment commentary for Financial Adviser and Paraplanners - Invesco: What’s happening in Italy?

Stuart Edwards, Fixed Interest Fund Manager, Invesco Henley Investment Centre, comments on recent events in Italy and what it means for bond markets. more...

Investment news for Financial Advisers and Paraplanners - Invesco: Land reform jitters in South Africa

Debate on expropriation intensifies following latest Trump outburst. Whilst the land question, alongside fiscal and corruption concerns, is real and thorny, it is also being addressed thoughtfully and step-wise by a leadership who are aware of market concerns. more...

Investment news for Financial Advisers and Paraplanners - Invesco: Pharmaceuticals - Good value or a value trap?

The pharmaceutical sector has fallen from investor favour over the past four years. We consider whether now is the time to become more positive on the outlook for the sector more...

Investment news for Financial Advisers and Paraplanners - Invesco: The virtues of Value investing

Given the underperformance of Value investing over the past decade, Martin Walker looks to history to ask; is Value investing dead? Or will high conviction, Value led strategies survive? more...

Investment news for Financial Advisers and Paraplanners - Invesco: Global Equity Income Strategies…When will they stop underperforming the broader market?

With performance for Global Equity Income strategies lagging the MSCI World index for five years now, we listen with interest when we hear the suggestion that income-focused strategies are dead. more...

Investment news for Financial Advisers and Paraplanners - Invesco: Bright outlook for Asia despite crosswinds

Asia faces near-term challenges, but is well positioned given solid fundamentals. The near-term outlook for Asia has become less clear as earnings momentum fades. Key risks include rising interest rates and escalating trade tensions. Medium-term outlook still positive supported by robust fundamentals and capital discipline. more...

Investment news for Financial Advisers and Paraplanners - Invesco: Volatility – an unlikely friend

Income seeking investors have faced headwinds in the aftermath of the global financial crisis. But with demand for income rising, investors may need to cast their nets wider than some of the more traditional income routes. more...

Investment Event for Financial Advisers and Paraplanners - Invesco: Your invitation: Investment Intelligence Seminars 2018 Round 3

You can now sign up for the final round of Invesco Perpetual's 2018 Investment Intelligence Seminars. Make sure you reserve your space at one of the 70+ events! more...

Investment news for Financial Advisers and Paraplanners - Invesco: How does the UK equity market look to a value investor?

As a valuation-orientated investor, Martin Walker's investment style brings valuation at the point of purchase to the foreground, as he seeks to find compelling opportunities in areas of the market that other investors would shun. more...

Investment news for Financial Advisers and Paraplanners - Invesco: Finding opportunity in Financials: alternative lenders

In this article Mark Barnett highlights the investment opportunities he sees within the UK’s alternative finance market. He discusses the opportunities created by disruption to traditional forms of credit following the Global Financial Crisis and why he believes that the growing market for alternative forms of finance offers superior income generation opportunities compared to traditional lender. more...

Investment news for Financial Advisers and Paraplanners - Invesco: Our Thoughts on Italy

Ultimately, we think Italian politics will be constricted by reality, and we therefore want to be involved at the right levels. Hear Lewis Aubrey-Johnson, Head of Fixed Income Products, discuss the team’s thoughts and strategy. more...

Investment news for Financial Advisers and Paraplanners - Invesco: What impact have recent macro events had on global equity markets?

We have witnessed a fractious G7 meeting, rising trade tensions between the US and China, coupled with the rise of a populist government in Italy and cracks in emerging markets. In this video, Nick Mustoe explains what this all means for global equity markets. more...

Investment News for Financial Advisers and Paraplanners - Invesco: Webcall replay: What is our outlook for bond markets?

Watch the replay to hear Lewis Aubrey-Johnson, Head of Fixed Income Products, discuss the current conditions in credit markets and the team's expectations the continued resilience of the US economy. more...

Investment news for Financial Advisers and Paraplanners - Invesco: Currency idea: Japanese yen vs Swiss franc

Currency ideas play an important part in our multi asset portfolios, acting as a source of both return and diversification. more...

Investment news for Financial Advisers and Paraplanners - Invesco: Investing in emerging markets: a political play

Watch two of our most experienced emerging markets investors discuss their outlook for equities and debt and where the risks and opportunities lie. more...

Investment news for Financial Advisers & Paraplanners - Invesco’s Investment Outlooks for 2019

Each New Year brings the promise of a fresh start – but for investors, it’s important to understand the global dynamics that have brought us to this point. Through written commentaries and videos, this 2019 Investment Outlook hub features a range of insights by region and asset class designed to help you prepare for the year ahead. more...

Investment news for Financial Advisers & Paraplanners - Invesco: Brexit? Why we see opportunity in UK smaller companies

Find out more how UK smaller companies have an excellent long-term track record in this environment of political uncertainty that Brexit has driven. Portfolio managers, Jonathon Brown and Robin West discuss how UK smaller companies have outperformed their large-cap counterparts, numerous international rivals and non-equity investments over the past decade. more...