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Emerging From Crisis: The Case for Developing Markets in 2023
The Taiwan Discount: A Global Burden Unjustly Borne by TSMC
Despite talk of onshoring capacity in the US, the Invesco Developing Markets team sees no alternative to Taiwan Semiconductor in the next three to five years. ...more
Global Markets: What to Watch in November
Here’s a brief summary of the highlights — and lowlights — of the past month, and what I’ll be watching in the weeks ahead. ...more
How the Stock Market Pullback has Reshaped Convertible Opportunities
Convertible securities are hybrid investments that can behave like stocks or like bonds. Given the recent decline in stock prices, how has that impacted the opportunities we’re finding in the market? ...more
Above the Noise: Pivot or Panic?
Global Markets Face Geopolitical Changes and Hope for a Fed Pivot
Continuing with a theme I’ve talked about in the last few weeks, global markets remain in a holding pattern on several key issues. But there are a few questions that have been answered in the past week. ...more
Some Clarity Emerges as Markets Remain in a Holding Pattern
Is a global recession coming? While that remains to be seen, the International Monetary Fund’s updated economic growth forecasts were not encouraging. ...more
Global Markets: Stuck In A Holding Pattern
Investors today are waiting for central banks to pivot, for companies to report earnings, for the latest news out of Ukraine, and much more. ...more
Outbreak Of Bipartisanship: Constructive But Likely Short-Lived
This summer, Congress stacked up bipartisan accomplishments in infrastructure, energy, gun safety, veteran health care, advanced manufacturing, and foreign affairs. ...more
Above the Noise: Flashback to 1980
No Pivot In Sight For The Fed As Economic Projections Worsen
Current expectations for the US economy have worsened from the projections the Federal Reserve (Fed) released in June. ...more
Looking For Signs Of What’s To Come For The Markets
Today, market watchers are looking for signs of what might happen in the economy and markets, especially when we might expect a bottom for the stock market. ...more
Global Markets: Seven Issues To Watch In September
So much has happened in recent days that it’s hard to know what’s most important to follow. Here are seven issues to watch in September. ...more
How Does The Bottoming Process For Stocks Start?
Above The Noise: Same Song, New Verse
Facing A Crossroads: Where Do The World’s Two Largest Economies Go From Here?
Both the US and China are at crossroads, with market participants and spectators looking for signs of where these economies are headed from here. ...more
Recession Or Resiliency? For The US Economy, It’s Complicated.
It might not feel like a recession, but it feels like a slowdown. There is definitely real consumer pain. ...more
Global Market FAQ: Earnings, Recessions, Rates And More
We’ve gotten a number of client questions over the past week on a variety of issues. I answer a few of the most common concerns. ...more
The ‘Great Disconnect’: Can Investors Find Opportunity In Disagreement?
In today’s market environment, there are so many disconnects that raise uncertainty about a variety of issues. ...more
Looking For The Market Bottom: Are We There Yet?
Investors were undoubtedly ready to say goodbye and good riddance to the first half of 2022. But when will we say hello to the market bottom? ...more
Inflation Comes In Hotter Than Expected. What Will The Fed Do Next?
US inflation, as measured by the headline CPI for June, once again climbed higher than expected, driven by sharply higher energy costs. ...more
2022 Mid-Year Investment Outlook: Where Do We Go From Here?
Every six or so months, we bring together some of the key investment professionals and thought leaders at Invesco to formulate our outlook. ...more
Is This The End Of An Era For Central Banks?
Persistent, widespread inflation and quickly rising inflation expectations have led to a change in mindset among many Western central banks. ...more
Markets Conclude The Fed Needs ‘A Bigger Boat’
Markets believe the US Federal Reserve is going to need a bigger number of rate hikes to try to slow demand and control inflation. ...more
The Global Economy: Super Bad Or Super Strange?
The Russia-Ukraine war, the price of oil, and recession risks in the UK and Eurozone top my list of what’s bad in the global economy. ...more
Bear Sightings: What Bear Markets Could Mean For Investors
This month has brought bear sightings in markets all over the world, including the US and China. ...more