Fixed Income
Investment implications of Asia’s 2024 elections
We summarize the expected market implications of electoral results for six Asian sovereign issuers in the J.P.Morgan Asia Credit Index (JACI) universe holding elections in 2024.
Chris Lau and Norbert Ling from Invesco's Fixed Income team share their investment outlook for Asia investment grade and Asia high yield for Q2 2024.
This newsletter brings the latest topics impacting insurers, aimed to help those managing investment portfolios while considering an insurer’s business, regulatory and solvency needs.
Investment implications of Asia’s 2024 elections
We summarize the expected market implications of electoral results for six Asian sovereign issuers in the J.P.Morgan Asia Credit Index (JACI) universe holding elections in 2024.
Could the 2024 U.S. presidential election affect market performance?
The 2024 presidential election is coming. History suggests that investors likely shouldn't worry about what the results mean for the economy and markets.
Signposts for China’s economic recovery
The Chinese market shows a positive recovery trend year-to-date, We believe that two significant signposts, including export data and electricity consumption, can provide insights into the momentum and growth of the Chinese economy.
In episode 4 of “Investing in the new possible” podcast series, Tom Digby and Kunhee Park highlight how ETFs can get their liquidity and the importance of understanding the mechanism.
Digital assets have become a major asset class for potential returns and diversification. Access cryptocurrency and blockchain exposure with ETF simplicity.
The drivers of asset prices and how to unlock their potential
Alternative Opportunities quarterly update
In this quarterly outlook we cover the opportunities in the alternatives space, focusing on the four areas of private credit, private equity, real assets and commodities.
Real estate pricing: Short-term view needs long-term perspective
To determine what current pricing, expected fundamentals, and capital spending mean for future returns, the long-term view on real estate cap rates provides perspective.
Private markets through an outcome-oriented lens: Real return
In our final piece in this series on enhancing portfolios outcomes through private markets, we focus on real return-generating investments.
Invesco Solutions is proud to present our 2024 Capital Market Assumptions (CMAs). We hope the insights and data presented in this publication assist in your asset allocation process as you begin to rebalance portfolios in the coming months.
A momentous week for monetary policy bodes well for markets
Japan ended its negative interest rate policy and the Swiss became the first developed central bank to cut rates this cycle. I expect to see a small cascade of developed central banks begin to enact rate cuts in 2024.
APAC real estate investment bright spots in 2024
In this Q&A we speak to Catherine Chen, Asia Pacific Investment Strategist at Invesco Real Estate on what’s driving demand for APAC real estate and some investment bright spots in 2024.
Asia Fixed Income Investment Outlook – Quarterly Update
Chris Lau and Norbert Ling from Invesco's Fixed Income team share their investment outlook for Asia investment grade and Asia high yield for Q2 2024.
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.