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Artikelen van Invesco

Global Investors’ Summit November 2019

Global Investors’ Summit November 2019

🕔15:38, 23.jan 2020

Invesco Fixed Income White Paper Series Over 80 investors gathered in Houston in November to discuss and debate Invesco Fixed Income’s views on global macroeconomic trends. Macro themes play an important role in Invesco Fixed Income’s investment process and our framework of

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The Aristotle List: 10 improbable but possible outcomes for 2020

The Aristotle List: 10 improbable but possible outcomes for 2020

🕔12:39, 21.jan 2020

Uncommon truths It is time to forget central scenarios and think about improbable but possible outcomes. Despite current geopolitical tensions, our surprises display a sense of hope (these hypothetical predictions are our views of what may happen even if they

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2020 outlook: on a wing and a prayer

2020 outlook: on a wing and a prayer

🕔16:54, 20.jan 2020

The Big Picture 2019 has been a good year with strong returns on a broad range of assets. The global economy has decelerated but we hope policy easing will stabilise things during 2020 (the wing and a prayer). Our favoured

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2020 Long-Term Capital Market Assumptions

2020 Long-Term Capital Market Assumptions

🕔16:37, 20.jan 2020

The Strategic Perspective. Looking out into the horizon, we believe the next decade will be vastly different. Extraordinary measures by central banks pulled us out of the Great Recession and encouraged investors to take on excess risk. Global asset prices

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2020 Long-Term Capital Market Assumptions

2020 Long-Term Capital Market Assumptions

🕔16:34, 20.jan 2020

The Strategic Perspective. Looking out into the horizon, we believe the next decade will be vastly different. Extraordinary measures by central banks pulled us out of the Great Recession and encouraged investors to take on excess risk. Global asset prices

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2020 Long-Term Capital Market Assumptions

2020 Long-Term Capital Market Assumptions

🕔14:37, 28.dec 2019

This paper by Invesco’s Investment Solutions team presents their work in developing forecasts for asset class returns, risk, and correlations which are of critical importance in translating portfolio theory into plausible real-world practical solutions for investors. Executive Summary: The Strategic

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Municipal bond market recap and outlook (PDF)

Municipal bond market recap and outlook (PDF)

🕔14:09, 16.dec 2019

US stocks fell in the early part of last week after US President Donald Trump said he has no deadline for reaching a trade deal with China, but later recovered on more optimistic comments and strong US jobs data. With

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Central banks and geopolitics to shape the course of the global economy in 2020

Central banks and geopolitics to shape the course of the global economy in 2020

🕔13:00, 22.nov 2019

Key takeaways Some major central banks have become more accommodative, while geopolitical disruption continues to cast a shadow over growth. All told, we forecast global economic growth of about 3% for 2020. Regionally, we expect the lowest growth from Japan,

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Invesco Global Factor Investing Study 2019

Invesco Global Factor Investing Study 2019

🕔14:40, 5.nov 2019

Factor investing adoption continues at pace as asset owners pursue a long-term approach Some 59% of existing global factor investors plan to increase their allocations to factor investing strategies, and 66%-70% of respondents reported their factor investing strategies met or

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Strategic Sector Selector Are we there yet?

Strategic Sector Selector Are we there yet?

🕔13:33, 16.okt 2019

Economic indicators may have deteriorated, but equity markets in the US and Europe have not moved a great deal in the third quarter, despite some volatility in August. We are none the wiser as to whether we are in a

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Using artificial intelligence to power the retirement savings plan of the future

Using artificial intelligence to power the retirement savings plan of the future

🕔18:29, 30.sep 2019

Who Should Read this White Paper and Why? Trustees, plan sponsors and other responsible parties associated with oversight for retirement savings plans seeking to understand how innovation-and specifically artificial intelligence (AI) – can be used to improve plan design, increase

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Could ‘helicopter money’ help Europe’s economy take flight?

Could ‘helicopter money’ help Europe’s economy take flight?

🕔07:34, 26.sep 2019

ECB President Mario Draghi made it clear last week that governments need to step up fiscal stimulus. But what if they don’t? While “helicopter money” certainly has its drawbacks, the concept of becoming a "spender of last resort" may be

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Pushed into risky assets

Pushed into risky assets

🕔16:46, 25.sep 2019

The Big Picture The global economy has decelerated but central banks are easing and there are signs/hopes of stabilisation. More importantly, government bond yields are now so low that we are driven to reduce our exposure (to further Underweight), even

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Primer on municipal bonds: What investors need to know

Primer on municipal bonds: What investors need to know

🕔09:01, 19.sep 2019

Bond yields have nose-dived once more this summer in light of renewed geopolitical tensions and a decelerating global economy. GAM Investments’ Bogdan Manescu believes that fixed income investors can still find value and attractive yields in emerging market (EM) sovereign,

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A factor-based approach to diversifying oil exposure

A factor-based approach to diversifying oil exposure

🕔18:35, 9.sep 2019

The idea of a country establishing an investment portfolio with the proceeds of a temporary revenue stream is nothing new. There are, however, different ways in which the accumulated assets can be used by sovereign asset managers

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Capital market assumptions: Q3 19 Outlook Euro

Capital market assumptions: Q3 19 Outlook Euro

🕔18:14, 9.sep 2019

Invesco Investment Solutions develops capital market assumptions (CMAs) that provide long- term estimates for the behavior of major asset classes globally. The team is dedicated to designing outcome-oriented, multi-asset portfolios that meet the specific goals of investors. The assumptions, which

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The Survivability of the Euro

The Survivability of the Euro

🕔18:05, 9.sep 2019

Part I: Reform, Relevance and Robustness The Survivability of the Euro, the second white paper in our Future of Europe series, offers a framework for assessing efforts begun in the past decade to strengthen the euro. The paper is presented

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Municipal bond market recap and outlook (PDF)

Municipal bond market recap and outlook (PDF)

🕔09:03, 6.sep 2019

The Netherlands has set ambitious targets with regards to reducing carbon emissions and moving towards a large share of renewable energy. The aim is to achieve 16% of renewable energy share by 2023. This means more than doubling the current

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Market Flash: Will the inverted yield curve lead to recession? (PDF)

Market Flash: Will the inverted yield curve lead to recession? (PDF)

🕔15:41, 23.aug 2019

 Historically, this has often been the case. But this time may be different. By Kristina Hooper, Brian Levitt and Timothy Horsburgh The US Treasury yield curve, specifically the spread between the 10-year US Treasury rate and the 2-year US Treasury

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Beyond the yield curve: Other economic indicators to watch

Beyond the yield curve: Other economic indicators to watch

🕔10:41, 22.aug 2019

Last week, the US Treasury yield curve, specifically the spread between the 10-year US Treasury rate and the 2-year US Treasury rate, briefly inverted. An inverted yield curve is considered to be a good predictor of recession, and so markets

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Mid-year outlook: The more things change, the more they stay the same

Mid-year outlook: The more things change, the more they stay the same

🕔08:45, 15.aug 2019

U.S. Treasury yields declined again last week, with the yield difference between the 3-month T-bill and the 10-year Treasury note inverted further. Market expectations for a Federal Reserve (Fed) rate cut at the September meeting are high. However, the magnitude

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Brexit scenarios

Brexit scenarios

🕔08:45, 13.aug 2019

The Brexit process drags on; a “no-deal” exit looks increasingly likely and UK financial markets are unlikely to welcome that. Nothing is certain, so we present three scenarios but fear the worst. In a sign of investor anxiety, sterling and

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It’s too late to get bearish

It’s too late to get bearish

🕔17:35, 9.aug 2019

Equity Outlook Equity allocation views – After significantly outperforming at the end of last year, China and the emerging markets (EM) have significanly underperformed the US and devloped markets (DM) since December. 

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Mid-year outlook: The more things change, the more they stay the same (PDF)

Mid-year outlook: The more things change, the more they stay the same (PDF)

🕔13:07, 9.aug 2019

Letter to Investors – This summer marks the 10th anniversary of the US economic expansion that began in June 2009. The current cycle is now officially the longest, no small feat considering that economists have been dating business cycles since 1854.

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Strategic Sector Selector The moment before the penalty kick

Strategic Sector Selector The moment before the penalty kick

🕔09:41, 29.jul 2019

US and European equity markets continued upward during the second quarter of 2019, albeit at a more moderate pace. Expectations of monetary easing by major central banks provided a short-term boost but leaves us with little visibility of what comes

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Zoek

Twitter

De best gelezen #research bij @Opinio_Pro:

#1 7-Year Asset Class Real Return Forecasts #GMO

#2 2020 Long-Term Capital Market Assumptions @InvescoEMEA

#3 What the heart already knew @TriodosIM @TriodosNL

#4 From TINA to FOMO @DWS_Group

-> https://www.opiniopro.com/

Global Asset Allocation Views Q1 2020 -> https://www.opiniopro.com/2020/01/jp-morgan/global-asset-allocation-views-q1-2020/ #AssetAllocation #credit #equites #Equities #FixedIncome via @JPMorganAM

Economic resilience, Fed and elections to drive US markets in 2020 -> https://www.opiniopro.com/2020/01/amundi/economic-resilience-fed-and-elections-to-drive-us-markets-in-2020-2/ #consumption #election #monetarypolicy via @Amundi_ENG

The US federal reserve’s ‘whatever it takes’ moment has arrived -> https://www.opiniopro.com/2020/01/ubp/the-us-federal-reserves-whatever-it-takes-moment-has-arrived/ #AssetAllocation #centralbank #credit #ECB #Equities #FED #USA

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