Industry news and views from Panacea and our partners.
Invesco
Invesco: Bitesized bonds: catch up on fixed income in under three minutes
Each month brings a new, easily digestible instalment. Catch up on all things fixed income in under three minutes.
Invesco: Stock market jitters and the case for a soft landing
Fears about the US economy rippled through the markets last week as recent data fell short of expectations. But the case for a relatively soft landing remains strong.
Invesco: How will the market react when the Federal Reserve cuts interest rates?
The market’s reaction when the Federal Reserve dropped interest rates after the 1994-1995 tightening cycle could be a guide going forward.
Invesco: A closer look at the proposed Value for Money framework for DC workplace pensions
Explore expert insights as Michael O’Shea discusses the FCA’s proposed Value for Money (VfM) framework for default DC pensions.
Invesco: Asian and emerging market equities: Where next for investing?
Asian and emerging market equities offer investors diversification benefits, with our strategies focused on ideas in unloved areas of the market.
Invesco: Competing forces in the high yield bond market
Rhys Davies, fund manager, explores why his fund's exposure to B-rated and lower bonds is at historic lows, citing good yields in higher rated bonds and the risks with lower credit bonds.
Invesco: The big headlines Q2
In this regular piece, we summarise the key headlines from the quarter that have impacted investment performance. Feel free to download and share it directly with your clients or read our interpretation for further commentary.
Invesco: A look at the first 100 days of the new Labour government
Labour Party has won the UK general election, securing 412 seats. Michael O'Shea looks at Labour's first 100 days in government, covering the milestones and expected policy changes.
Invesco: Global Fixed Income Strategy Monthly Report
In our regularly updated macroeconomic analysis we offer an outlook for interest rates and currencies – and look at which fixed income assets are favoured across a range of market environments.
Invesco: Mixed economic data raises questions in US and around the world
As data reports deliver mixed messages on the US economy and the US deficit rises, signs across the globe show diverging central banks and the potential for rising prices.
Invesco: UK Labour party: Four things a Sir Keir Starmer win will need to contend with
We look at the top things to know about a future UK Labour government - the challenges, and the policies. Find out more.
Invesco: Monthly Market Roundup cov. May 2024
In our Monthly market roundup for May, Invesco experts give a rundown on a positive month for global equity markets, as well as an update on fixed income markets.
Invesco: Our 2024 investment outlook
The economic battle between the resilience of growth and the stickiness of inflation will be front and centre in 2024. Read more here to find out how we believe it will play out.
Invesco: What would a Labour government mean for the UK?
In Uncommon Truths, Invesco experts Paul Jackson and Andras Vig’s provide a regular in-depth look at the big topics impacting markets.
Invesco: Bond markets: the impact of monetary policy and how we are positioning our portfolios
As we approach the mid-point of another volatile year in markets, we sat down with Mike Matthews, Co-Head of Invesco’s fixed income team in Europe. He shared his thoughts on bond market performance so far in 2024, delving into some of the key headwinds that investors have had to navigate.
Invesco: The cash trap: Why doing nothing with your money can cost you
When interest rates are higher holding cash can have appeal and feel comfortable, due to its low risk approach. But could too much comfort be preventing you from building your wealth to its potential over the long term?
INvesco: How investors can participate in the AI Boom
James McDermottroe looks at some of the latest trends in AI and how stocks in the portfolio are placed to take part in this Megatrend.
Invesco: Stagflation? Sticky inflation? Seven reasons for investors to be positive
Higher-than-expected inflation has prompted questions about stagflation and when the Federal Reserve will cut interest rates. I discuss seven reasons for investors to be positive.
Invesco: Unfixing income: How we have started positioning for tighter market conditions
In tighter market conditions, we share how we have started positioning our fixed income portfolios with our flexible approach to asset allocation. Capital at risk. Marketing communication
Invesco: Asset allocation opportunities and market strategy | Spring fatigue
By Paul Jackson, András Vig In our quarterly analysis, Invesco experts track major trends and structural issues that investors may want to consider when making asset allocation decisions. Read our latest analysis that covers market strategy and opportunities across various asset classes.
Invesco: The big headlines of quarter 1 2024
In this regular piece, we summarise the key headlines from the quarter that have impacted investment performance. Feel free to download and share it directly with your clients or read our interpretation for further commentary.
Invesco: Quarterly Global Asset Allocation Portfolio Outlook | Q2 2024
Paul Jackson, Global Head of Asset Allocation Research, EMEA, provides insights into the growth outlook for Q2 2024, discussing potential central bank interest rate cuts and addressing the question of whether the outcome of US elections affects financial markets.
Invesco: Finding victories in a confusing first quarter for global markets
“Central bank speak” caused confusion and led to some first-quarter market swings, but global markets experienced some “little victories” that may have been easy to overlook.
Invesco: Global Fixed Income Strategy Monthly Report
In our regularly updated macroeconomic analysis we offer an outlook for interest rates and currencies – and look at which fixed income assets are favoured across a range of market environments.
Invesco: How could a Trump or Biden victory impact geopolitics? Takeaways from our webinar
Discover how a Trump or Biden victory could impact geopolitics in the first of our three-part webinar series on the policies, the politics and the results of the US presidential election.
Invesco UK Opportunities Fund (UK): Q4 2023 Manger review and outlook
Martin shares his thoughts on the challenges of the last quarter and his outlook for UK Equities.
Invesco: 10 investment takeaways from our global equities outlook webinar
In our equities outlook webinar, experts from Invesco's equities teams' facilitated a wide-ranging discussion about their investment outlook as well as their investment process.
Invesco: Could the 2024 US presidential election affect market performance?
The 2024 US presidential election is coming. History suggests that investors likely don’t need to worry about what the results mean for the economy and markets. If you’re a professional investor, find out from our global market strategist, Brian Levitt, why markets don’t care about elections.
Invesco: Why invest in the emerging markets without China?
Emerging markets ex China are offering investors substantial opportunities, helping them diversify portfolios and reduce country concentration risk.