Insights - Equity
Insights - Equity
At Invesco, we believe that high-quality results begin with specialized insight. We share our views and experience with clients via thought leadership materials.
17 September 2019 | Chang Hwan Sung
A look at how Invesco analyzes and constructs long-term asset class forecasts for China A shares.
09 September 2019 | Justin Leverenz
In the second part of this series, Justin Leverenz explains why it is companies, not countries, that may deliver equity returns in emerging markets.
23 August 2019 | Kevin Chen
Despite the China A share market’s reputation as being dominated by retail investors’ sentiment, the median active manager has been able to capture alpha and outperform the benchmark. We explore how it’s done.
16 August 2019 | Kevin Chen
China’s getting more representation on global equity indices and global portfolio allocations should see some adjustments – but we think that’s not the full picture. We analyze the benefits of a dedicated exposure to China A shares.
16 August 2019 | Justin Leverenz
Fintech can bring tremendous benefits to emerging markets but mimicking China’s success in the space might be unwise
02 August 2019 | Ruiwen Yang and Cheng Zhan
Initial observations from Invesco Great Wall about China’s new tech board.
26 July 2019 | Justin Leverenz
The concept of a growing, homogenous emerging market middle class is a fallacy – except in China.
14 June 2019 | Justin Leverenz and Tan Van Nguyen
China is responsible for the vast majority of EM debt growth, and it is on stable footing.
10 June 2019 | Ruiwen Yang and Cheng Zhan
There are no Chinese tech firms among Shanghai Stock Exchange’s 10-biggest listings. Here’s why Invesco Great Wall thinks the new board will give China’s tech sector – and its capital markets – a big boost.
28 May 2019 | Invesco Asian Investment Team
With speculation mounting that US President Trump might launch a trade war with the EU, Henley Investment Centre’s European Equities Team looks at what that could look like, and explains why they believe this is materially different to the US-China situation.
24 May 2019 | Invesco Asian Investment Team
Invesco’s Asian equities team looks at what’s driving consumption in Asia and the related investment themes that result from these drivers.
15 April 2019 | Cathrine De Coninck-Lopez, Amy Kelly and John Pellegry
We believe that active ownership goes hand in hand with active investing.
02 April 2019 | Mike Shiao
Chinese companies in the consumer sector are tapping into lower-tier cities’ potential, thereby driving China’s consumption upgrade.
14 January 2019 | Kevin Chen
Prospects are bright for China’s economy and corporate fundamentals, which would boost the long-term performance of A shares amid structural changes are underway in the market. We analyze how.
18 December 2018 | Clas Olsson
A brighter outlook for international earnings
21 August 2018 | Invesco Asian Investment Team
Chinese companies will emerge as long-term winners on the back of structural opportunities
17 May 2018 | Invesco Asian Investment Team
Indian equities are supported by solid fundamentals and offer attractive bottom-up opportunities following structural reforms
24 April 2018 | Daiji Ozawa
Concerns about structural challenges in Japan have resulted in discounted equity valuations that do not account for recent positive developments
26 March 2018 | Invesco Asian Investment Team
We expect the increasing uncertainty over trade policies will lead to negative sentiment and resulting volatility of equity markets in the short term
06 March 2018 | Mike Shiao
Earnings growth, valuations and liquidity remain accommodative in Asia but the impact of external uncertainty requires monitoring
2018 Outlook: 2018 growth may moderate, but reforms and innovation bode well for the longer term in China
01 December 2017 | Mike Shiao
For 2018, we are expecting a moderation of growth. That said, there are several encouraging signs that may support better quality growth in the long term.
01 December 2017 | Dean Newman
Favourable prospects for emerging markets are built on strong foundations
01 December 2017 | Mike Shiao
Bottom-up opportunities are arising from Asia’s stable backdrop
01 December 2017 | Jeffrey Taylor
We expect healthy domestic fundamentals to enhance the performance of European equities over the long term
01 December 2017 | Nick Mustoe
It’s unclear how global markets might react should interest rates rise and quantitative easing end faster than expected
01 December 2017 | Daiji Ozawa
After years of Abenomics, the Japanese economy and equity market have begun to respond.
21 November 2017 | Mike Shiao and William Yuen
On a cumulative basis, southbound flows via Stock Connect reached US$78 billion since the initial launch of the program in November 2014
05 June 2017 | Invesco Asian Investment team
We believe China A-shares inclusion is now much closer, and could realistically begin this year. Both China and MSCI have been very constructive, showing efforts on both sides to make this a reality.
23 April 2017 | Invesco Asian Investment team
2017 so far has seen equity markets in Asia off to a positive start, and as a result, global investors are gaining more confidence in their outlooks.
09 February 2017 | Stuart Parks
Economic uncertainty provides fertile ground for stock pickers with many Asian companies looking to grow their earnings. Invesco’s Head of Asian Equities Stuart Parks talks opportunities and challenges in his outlook for Asia in 2017.
09 January 2017 | Jeff Taylor
Misperceptions generate opportunities for European equities in 2017 with projected growth, political reform and evolution of the European Union ahead. Invesco’s Jeff Taylor, Head of European Equities remains positive compared to many in the market.
09 January 2017 | Mark Barnett
UK equity valuations face four main challenges in 2017 according to Invesco’s Head of UK Equities Mark Barnett. He thinks bottom-up opportunities for the long-term investor have started to emerge and remaining vigilant about valuation is the most important discipline in 2017.
19 August 2016 | Invesco Quantitative Strategies
Effects of Rising Interest Rates on Market Neutral Equity Strategies