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.
Indian financial sector rout: concerns for now
27 September 2018 | Invesco Asian Investment Team
A debt crisis at a conglomerate sparked the decline in Indian financial names, but contagion risk seems unlikely.
Asian equities: an emerging buying opportunity
19 September 2018 | Invesco Asian Investment Team
Despite concerns over contagion from emerging-market crisis, our Asian Investment team is optimistic about Asia’s long-term stock performance
Dragon code - Chinese equities remain our top choice in Asia
21 August 2018 | Invesco Asian Investment Team
Chinese companies will emerge as long-term winners on the back of structural opportunities
Why Asian banks?
24 July 2018 | Stuart Parks
The Asian banking sector is becoming more attractive to the wider stock market, with asset quality a consideration
Evaluating risk mitigation strategies
17 July 2018 | Invesco Quantitative Strategies team
Increasing risk to meet return targets makes strict risk management vital for investors
Asian equities: embracing rising volatility
26 June 2018 | Invesco Asian Investment Team
Opportunities exist for investors who look at the fundamentals of stocks and positive trajectory of economies in Asia ex. Japan
Indian equities: positioned for a multiyear upcycle
17 May 2018 | Invesco Asian Investment Team
Indian equities are supported by solid fundamentals and offer attractive bottom-up opportunities following structural reforms
Demystifying Japanese equities in the “Abenomics” era
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
US-China trade tension: is it a concern for Asian equity market?
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
Despite a volatile start, Asia ex Japan remains poised for further strength in 2018
06 March 2018 | Mike Shiao
Earnings growth, valuations and liquidity remain accommodative in Asia but the impact of external uncertainty requires monitoring
2018 Outlook: Why Asia has done well this year?
08 December 2017 | Stuart Parks
Our regional outlook is based on positive trends in domestic consumption, global economic growth, interest rates and infrastructure spend
2018 Outlook: Can stability in the region extend Asia's outperformance?
01 December 2017 | Mike Shiao
Bottom-up opportunities are arising from Asia’s stable backdrop
2018 Outlook: Plenty of scope for active managers to add value
01 December 2017 | Jeffrey Taylor
We expect healthy domestic fundamentals to enhance the performance of European equities over the long term
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.
2018 Outlook: The synchronised economic expansion: How much further to run?
01 December 2017 | Nick Mustoe
It’s unclear how global markets might react should interest rates rise and quantitative easing end faster than expected
2018 Outlook: Can structural changes lead to sustained growth for Japan?
01 December 2017 | Daiji Ozawa
After years of Abenomics, the Japanese economy and equity market have begun to respond.
2018 Outlook: Emerging markets can extend their winning ways in 2018
01 December 2017 | Dean Newman
Favourable prospects for emerging markets are built on strong foundations
Southbound liquidity is a structural positive for H-shares+
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
MSCI votes ‘yes’ to include China A-shares
20 June 2017 | Invesco Asian Investment team
MSCI announced today their decision to include China A-shares in their Emerging Markets Index. Both China and MSCI have been very constructive, showing efforts on both sides to make this a reality.
Edging Closer: MSCI's Inclusion of China A-Shares
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.
Old wine, new cork
21 May 2017 | Erik Esselink
Innovation is of keen interest to Invesco Perpetual's European Equities investment team - particularly when it's a new take on an old industry.
Asian Insights: Profitability, Policy and the Reflation myth
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.
Economic uncertainty provides fertile ground for stock pickers
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.
UK equity valuations face four main challenges in 2017
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.
Misperceptions generate opportunities
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.
The Benefits of Contrarian Investing
09 January 2017 | Invesco Perpetual
The Benefits of Contrarian Investing
The State of Value Investing Today
02 September 2016 | Kevin Holt
The State of Value Investing Today
Low Correlations, High Volatility
01 September 2016 | Michael Fraikin
Low Correlations, High Volatility
Effects of Rising Interest Rates on Market Neutral Equity Strategies
19 August 2016 | Invesco Quantitative Strategies
Effects of Rising Interest Rates on Market Neutral Equity Strategies
Talking Points - Shenzhen-Hong Kong Stock Connect
18 August 2016 | Invesco Asian Investment Team
Talking Points - Shenzhen-Hong Kong Stock Connect