There are 10 item(s) tagged with the keyword "Outlook".
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Portfolio Manager James de Bunsen argues why holding investments that can show resilience in the face of multiple, meaningful headwinds, from market volatility to potential stagflation, should give investors confidence in 2023.
Amid a volatile macroeconomic backdrop, investment vehicles incorporating environmental, social, and governance (ESG) considerations typically underperformed non-ESG peers in 2022. This has galvanised sceptics and led to questions around the validity of ESG. Paul LaCoursiere and Bhaskar Sastry outline three reasons why ESG will remain a crucial consideration for investors.
John Pattullo and Jenna Barnard, Co-Heads of Global Bonds, believe the confluence of attractive yields and an inflection point in rates should make 2023 an opportune year for high quality investment grade and government bonds.
The next 12 months are poised to be a comeback year for fixed income, says Gene Tannuzzo, with a focus on quality and credit selection critical to achieving the desired outcomes.
Even though 2022 has begun with an abrupt change in the macro narrative, stoked by the Fed, we hold the line on our bullish outlook for risk assets.
Markets ended 2020 in a buoyant mood, with emerging market spreads tightening in the final quarter as the US election result and positive vaccine news provided a boost to investor sentiment. While nobody has been blind to the global recession, focus has shifted to expectations of an economic recovery.
We have trimmed our forecast for global growth for the second time this year, largely driven by cuts to Europe and Japan as well as escalating trade wars.
The end of unconventional monetary policy is affecting financial markets in complex and unpredictable ways. In this article Jacob de Tusch-Lec examines the implications – and how the fund is positioned to benefit.
After fifteen months of equity markets grinding steadily higher, volatility returned abruptly at the beginning of February.
Watch Stephen Anness and Andrew Hall, managers of the Invesco Perpetual Global Opportunities Fund, reflect on their first five years of stewardship. They discuss the contrarian investment philosophy set out in 2013 and how this has contributed to stock selection during their tenure so far.
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