Commentary

2020 outlook: An optimistic view of capital markets

Naturally, this is the time when market-watchers issue their forecasts for what may lie ahead, and my team is no exception. Simply put, we expect continued monetary policy accommodation with little fiscal stimulus. Therefore, we are more optimistic about capital markets than we are about the overall economy, and we favor risk assets over non-risk assets for 2020.

Commentary

Reflections on my recent visit to China

Why the country represents an increasingly attractive opportunity for both domestic and global investors.

Commentary

Are value stocks poised for a comeback?

Two Invesco strategists debate the prospects of a value rotation in 2020.

Commentary

Insured municipals offer investors additional assurance

Insured bonds continue to pay interest and principal even if an issuer defaults.

Commentary

The case for active management in gold and precious metals mining equities

A wave of volatility may knock back a passive fund, but active managers can nimbly assess the situation.

Commentary

Tactical Asset Allocation Views – Q4 2019

Changing dynamics may present a new set of opportunities for investors.

Commentary

Is the bad news priced in?

Economic policy uncertainty and trade conflict may linger, but without a US recession, I do not anticipate significant further slowing in global growth.

Commentary

Temporary measures have stabilized repo markets

In the longer term, we believe the Fed will enact a more permanent solution to maintain stability.

Article

Three ways investing is like baseball

Both endeavors are driven by statistical analysis. Explore three different ways that managers can build their ‘teams.’

Commentary

Taking a Low Volatility Approach to Uncertain Markets

Volatility has increased this year. How can investors adjust without losing equity exposure?

Commentary

Private Equity Continues to Invest in Midstream

Opportunistic investors are taking advantage of the disconnect between solid fundamentals and currently low valuations.

Commentary

Dispelling False Analogs in Emerging Market Fintech

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

Commentary

Markets Shift Sharply as Uncertainty Rises

Invesco Fixed Income remains cautious on risk until the dynamic between growth and monetary policy is resolved.

Commentary

Four Reasons to Consider Dividend Growth Stocks Today

We believe the macro environment is supportive of stocks that are growing their dividend payments.

Commentary

Idea Generation in the Investing World

What did the Invesco Global Small Cap team learn from their recent investor road trip?