Invesco EMEA

For professional investors only. Capital at risk. A real estate recovery with transaction activity re-accelerating either late this year or in early 2025 is close at hand in our view. Here’s why are real estate experts are expecting a new global and US real estate value cycle to start.

For professional investors only. Last week’s Federal Reserve rate cut adds to the environment of monetary policy accommodation beginning in much of the world — an environment that is typically supportive of risk assets. However, despite accommodative monetary policy, global markets are swimming in a sea of uncertainty over the next several months. What does this all mean for investors? Chief Global Market Strategist Kristina Hooper explores all of this in her latest #WeeklyMarketCompass.

The Q4 2024 edition of The Big Picture, our quarterly global asset allocation outlook, is now available. Professional investors can explore Paul Jackson's insights on how he is adjusting his model portfolio this quarter amidst ongoing economic uncertainty, slow growth and potential upcoming central bank interest rate cuts.

For professional investors only. Capital at risk. Hear from Lewis Aubrey-Johnson in our Fixed Income investment team on what Wednesday's first Fed rate cut in four years could mean for the markets and global economy. Click below to watch our market recap.

For professional investors only. Anticipation for a Federal Reserve rate cut helped fuel a big rally for tech stocks last week. But it’s important to remember that the last time the Fed started a policy change, it did so with a gradual move. Chief Global Market Strategist Kristina Hooper expects the Fed to cut by 25 basis points this week, not 50, as a 50 basis point cut could raise alarm bells about the state of the US economy. In her latest Weekly Market Compass, she details four things she’ll be watching for in this week’s Fed meeting, as well as her expectations for this week’s central bank meetings in the UK, Japan, and Norway. Read more.

For Professional investors only. August was an eventful month for global equity markets. European equities experienced a turbulent start due to weaker US labour data but rebounded as more optimistic economic figures emerged, ending the month with positive returns. The UK equity market closed higher in August, buoyed by supportive economic data despite ongoing US recession fears. Meanwhile, markets in the US, Asia, and emerging economies also posted gains, with notable performances from Indonesia, Thailand, and Brazil. Read more in our Monthly Market Roundup for August.

Congratulations to Stephanie Butcher, Invesco's Co-Head of Investments, on this well-deserved recognition!

For Professional investors only. Join us for the second of our three-part webinar series that will explore the potential outcomes of the 2024 US presidential election and what they could mean for investors. https://lnkd.in/e76Tdn-G

For professional investors only. Renewed fears about the US economy rippled through the markets last week as manufacturing and jobs data for August fell short of expectations. But Chief Global Market Strategist Kristina Hooper remains confident that her base case scenario – a relatively soft landing for the US economy – will come to fruition. She explains five reasons why (including strong services data and expectations for significant rate cuts) in her latest Weekly Market Compass.

For professional investors. Capital at risk: Read our latest Fixed Income monthly strategy report. In this month’s edition, we discuss our near-term outlook for the US economy and our expectations for the Fed’s upcoming actions. Discover the key factors behind our shift from a positive to a neutral stance on European interest rates. Plus, don't miss our Q&A where we explore the outlook for US investment grade credit.