Industry news and views from Panacea and our partners.
Invesco
Invesco: Flying update: Three things to consider in autumn
119 seconds – Back to school! Lewis Aubrey-Johnson, Head of Fixed Income Products, discusses three things you need to think about when it comes to fixed income portfolios this autumn.
Invesco: What does the inverted US yield curve tell us?
The US yield curve inverted for the first time since 2007. What is the yield curve’s success in predicting previous US recessions? Is the inversion consistent with US data? What other reasons could be causing the inversion? Fund Manager, Stuart Edwards gives his views on the recent inversion of the yield curve.
Invesco: Measure twice, cut once: Fed delivers expected cut
Fed Chairman Powell cites weakening global growth, trade policy developments and below-target inflation as impetus for rate cut. What can we expect in the months to come?
Invesco: Global debt outlook: A more stable second half could stem the tide of slower growth
The Invesco Fixed Income Global Debt team expects a mix of moderate growth and falling inflation to have a positive impact on asset prices. Read more to find out what they expect to see in the third quarter and the implications this has on their portfolios.
Invesco: Flying update: US interest rates
109 seconds – Lewis Aubrey-Johnson, Head of Fixed Income Products, discusses interest rates following the US Federal Reserve’s meeting. How have markets reacted? What can be expected going forward?
Invesco: Webcall replay: Multi asset Q2 2019 review and macroeconomic outlook
In this webcall, Multi Asset Product Director, Clive Emery covers performance of the multi asset teams fund, any changes made to it during the second quarter of 2019 and the Henley-based macroeconomic outlook for 2019.
Invesco: Hiding in plain sight…
The European Equities team look at the widening disparity of valuations within the European market and how this impacts risk within portfolios.
A new helmswoman at the ECB: “Creativity takes courage”
Christine Lagarde, Managing Director of the IMF and former French Finance Minister, has been proposed as the successor of Mario Draghi at the end of his term this autumn. What does this mean for the ECB?
Invesco: India: Asian US dollar bond market: A new asset class
Asian US dollar bonds typically offer a yield advantage over comparable US and European bonds. But what else does the asset class have to offer?
Invesco: The Fed opens the door to easing policy
The Fed’s latest meeting marks a significant shift in its thinking. What does this mean for the bond market and our duration positioning?
Invesco: India: Modi’s new mandate opens the way for more structural reforms
Modi has been sworn in for a second term as Prime Minister. What does it mean for the Indian economy?
Invesco: LatAm equity health check
Where are the equity opportunities within Latin America, and what are the key concerns? Can imminent political reforms improve the outlook?
Invesco: Flying update: Govt bond yields lower still
111 seconds – government bond yields have fallen even further (to record lows in some cases). Lewis Aubrey-Johnson, Head of Fixed Income Products shares his thoughts from our Henley Investment Centre.
Invesco: Europe vs US: A whole new ball game?
Speculation has been mounting that once President Trump concludes trade negotiations with China, Europe will be next on his agenda. In this article, the European Equities Team look at what a potential US-EU trade war could look like and explain why we believe this is materially different to the US-China situation.Speculation has been mounting that once President Trump concludes trade negotiations with China, Europe will be next on his agenda. In this article, the European Equities Team look at what a potential US-EU trade war could look like and explain why we believe this is materially different to the US-China situation.
Invesco: Diversification benefits for emerging Europe
Read more to find out why Fund Manager, Nicholas Mason thinks that the emerging equity markets, underrepresented in many global portfolios, could appeal for investors looking to diversify away from the traditional equity products.
Invesco: India's growth trajectory not contingent on election result
Is India likely to remain a good source of opportunities? Find out the impacts of India’s election result as Ian Hargreaves, Co-Head of Asian and Emerging Market Equities discusses the team’s long-term view and where they are finding opportunities in the region.
Invesco: Brexit from a European perspective
Jeffrey Taylor, Head of European Equities provides readers with the facts behind EU27 / Eurozone trade with the UK and the measures put in place by the EU to reduce the fall-out from a no-deal Brexit.
Invesco: Ten questions that investors are asking me
Mark Barnett, head of UK Equities responds to recent investor questions, sharing his thoughts on topical issues, from the outlook for the UK economy, to tobacco regulation and life for UK companies after Brexit.
Invesco: India – a story of change
Modi is now nearing the end of his current tenure as prime minister and is seeking re-election in what is to be the world’s largest democratic exercise. Read more on Modi and the Bharatiya Janata Party (BJP).
Invesco: Beyond Brexit – UK equity market
As the Brexit deadline looms, Mark Barnett, Head of UK Equities shares his thoughts on the current state of the UK equity market. Are investors being too pessimistic?
Invesco: Where now for bonds?
What are the prospects for bond markets for the rest of the year and where are the opportunities? the Henley Fixed Interest team give their view on recent market developments and where they are seeing value in this Q&A.
Invesco: A contrarian view on Europe
The European Equities team look at what is driving investor sentiment, how recent economic data will impact long-term growth, and which areas of the market look most attractive.
Invesco: Beyond Brexit: sourcing sustainable income and alpha opportunities
Mark Barnett, Head of UK Equities speaks about the UK equity market and how it is an attractive place for the long-term investor. Read more about, opportunities in domestic stocks, and his long-term investment approach.
Invesco: Five issues to watch this week
Last week brought disappointing data from several countries. This week, Kristina Hooper Global Market Strategist expects the FOMC meeting minutes to be the most important event for markets.
Invesco: Staying focused after a tough 2018
Product Director, Clive Emery and Portfolio Manager, Danielle Singer look at performance in 2018 and explain why they’re looking ahead with optimism.
Invesco: Reshuffling the deck
After a challenging 2018, Fund Manager’s Stephen and Andrew outline the factors which impacted them the most along with their plans for 2019 and new additions to the portfolio.
Invesco Global Targeted Returns Fund (UK) – Q4 2018 review
Listen to Clive Emery Multi Asset Product Director discuss the Invesco Global Targeted Returns Fund (UK)’s* performance in Q4 2018, new ideas in the fund, changes to the strategy and the Henley-based Multi Asset team's macroeconomic outlook for 2019.
Invesco: What’s next for Brexit?
After the dramatic defeat of the UK Prime Minister’s EU withdrawal plan, we believe the chances have risen for a softer version of Brexit or perhaps even no Brexit at all. Read more to find out the five scenarios for the future EU-UK relationship.