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.

A unified approach to investing in Chinese equities

28 November 2019 | Mike Shiao

Differences between onshore and offshore Chinese equities can open up different investment opportunities. We explore the implications here.

2020 Outlook: Active ownership has been taking root in Japan

19 November 2019 | Daiji Ozawa

Chief Investment Officer Daiji Ozawa talks about how corporate governance could support Japanese equities in 2020.

2020 Outlook: Pro-growth policies to take effect for Asian equities

19 November 2019 | Mike Shiao

Chief Investment Officer Mike Shiao analyzes how Asian equities could benefit from pro-growth policies.

2020 Outlook: Navigating the known uncertainties for Chinese equities

19 November 2019 | Mike Shiao

Chief Investment Officer Mike Shiao analyzes how Chinese equities could fare amidst known uncertainties.

2020 Outlook: Which ETF strategies could help with expected challenges?

19 November 2019 | Dan Draper

We look through the fog of geopolitical disruption to highlight a few convictions to guide ETF portfolio positioning going into 2020.

India is not the next China

04 November 2019 | Justin Leverenz

But there is an abundance of investment opportunity there, nonetheless.

5G: A multi-faceted opportunity

21 October 2019 | Petra DeLeo

5G is poised to revolutionize a diverse array of industries around the world. Is a new global economy on the horizon?

Capital market assumption: China A Share methodology

17 September 2019 | Chang Hwan Sung

A look at how Invesco analyzes and constructs long-term asset class forecasts for China A shares.

Be wary of the market leadership rotation

13 September 2019 | Krishna Memani

Investors, tired of the current hot button issues, have shifted their focus to a potential regime change. But they may be jumping the gun

False narratives: The myth of ‘superior’ emerging market growth

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.

Fundamentally speaking: Active investing is key to capturing alpha in China A shares

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.

Dispelling false analogs in emerging market fintech

16 August 2019 | Justin Leverenz

Fintech can bring tremendous benefits to emerging markets but mimicking China’s success in the space might be unwise

Taking the “A” out from “EM”: Making sense of a dedicated China A share exposure

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.

Hold on for the ride: China’s STAR Market sees bumpy start to market-oriented reforms

02 August 2019 | Ruiwen Yang and Cheng Zhan

Initial observations from Invesco Great Wall about China’s new tech board.

False narratives: Rise of the emerging market middle class

26 July 2019 | Justin Leverenz

The concept of a growing, homogenous emerging market middle class is a fallacy – except in China.

Dispelling myths about emerging market debt growth

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.

China’s Science and Technology Innovation Board a bold step forward for capital-market reforms

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.

Europe vs US: A whole new ball game?

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.

Investment themes to note amid Asia’s consumption boom

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.

What’s wrong, what’s right and where next?

16 May 2019 | Jeff Taylor

We look at why quality/growth has done so well for European equities, what could change, and why the investment team is still comfortable with their approach and positioning.

A perspective on active engagement

15 April 2019 | Cathrine De Coninck-Lopez, Amy Kelly and John Pellegry

We believe that active ownership goes hand in hand with active investing.

China’s lower-tier cities step up in consumption upgrade

02 April 2019 | Mike Shiao

Chinese companies in the consumer sector are tapping into lower-tier cities’ potential, thereby driving China’s consumption upgrade.

China A-share market to thrive on economic growth and market improvements

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.

2019 Outlook: Global equities

27 December 2018 | Nick Mustoe

A decade after the global financial crisis, a mixed bag of growth

2019 Outlook: Emerging Markets equities

27 December 2018 | Ian Hargreaves and William Lam

Emerging markets should be able to withstand a challenging environment in 2019

2019 Outlook: European equities

27 December 2018 | Jeff Taylor

European equities 2019 outlook

2019 Outlook: Japanese equities

24 December 2018 | Daiji Ozawa

The Japanese economy is on track for strong long-term economic growth

2019 Outlook: US Growth Equities

18 December 2018 | Juliet Ellis

Change is the fuel for growth

2019 Outlook: US Value Equities

18 December 2018 | Kevin Holt

Energy tops our list of 2019 opportunities

2019 Outlook: A brighter outlook for international earnings

18 December 2018 | Clas Olsson

A brighter outlook for international earnings

2019 Outlook: Asia ex Japan equities

10 December 2018 | Mike Shiao

Will optimism return to Asian equities in 2019?

2019 Outlook: Chinese equities

10 December 2018 | Mike Shiao

What is in store for Chinese equities in 2019?

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

How have bond markets reacted to the weakness in equity markets?

06 February 2018 | Alister Brown

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: 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: Emerging markets can extend their winning ways in 2018

01 December 2017 | Dean Newman

Favourable prospects for emerging markets are built on strong foundations

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: 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.

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.

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.

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.