Better inflation data prompted a strong start to the quarter, however, there was a sharp sell-off in August as positivity around interest rates was swamped by fears of a US recession. These fears gradually dissipated, and markets largely recovered by the end of the quarter. Markets were relatively volatile during the quarter, with investors being pulled between the negatives of geopolitics and weaker industrial demand, and the potential benefit of lower interest rates.
Andy Hall and Emily Roberts, fund managers, speak to Sid Shah, Product Director, to provide an update on how they are currently positioning the Invesco Global Equity Core Strategy, discussing the Fed rate cuts, the Chinese economy and the opportunities in AI and elsewhere.
Investing in global equities gives investors a simple way to build a diversified stock portfolio that can perform in different market conditions. Find out more.
UK equities present distinct and attractive opportunities for both domestic and global investors. Discover why they shouldn't be overlooked.
Our fund’s exposure to bonds rated B and below has rarely been lower. This part of the market is a natural hunting ground for us, given its explicit mandate to deliver high income. Yields remain higher here than in BB and above. So, why steer away from it?
In this video recorded at a private investor conference in May 2024, fund manager Robin West sets out why UK smaller companies deserve closer attention with insights on some of the extraordinary businesses in the portfolio.
Over the last two years it’s become much easier to earn an attractive level of yield from bonds. Rhys Davies looks at how the improving opportunity set has boosted the level of income in the Invesco Bond Income Plus portfolio.
What were the key events driving the market in Q1 2024 and how did the trust perform? In this video, fund manager Robin West discusses UK interest rates, inflation and recent performance, plus how he sees the economy and market progressing in 2024.
As economic growth stalls and fewer small and medium-sized businesses choose to list in the UK, we explore policy measures that could help provide a boost to the sector.
What were the key events in Q4 2023 and how did the trust perform? Fund manager Jonathan Brown discusses UK inflation and interest rates, reviews Q4 2023 portfolio performance, before sharing his outlook for the UK smaller companies sector in 2024. Watch the video to learn more.
As we head into 2024, the market consensus is generally that interest rates have peaked – which is exciting news for bond investors. We explore the implications across a broad range of fixed income asset classes.
It’ll be a challenging backdrop for equities in 2024. From an investment perspective, company fundamentals are likely to become more important.
Value investing is expected to enjoy a renaissance as the decades long downtrend in bond yields is finally over.
Macroeconomic factors have continued to influence market sentiment over the quarter. Fund Manager Robin West shares his thoughts on the outlook for UK smaller companies in his latest video update.
In this short video update, Fund Manager Stuart Edwards shares his thoughts on where bond markets are headed and why flexibility is more important than ever.
With generous yields and a changing inflationary backdrop, Co-Head of Fixed Interest Mike Matthews thinks sterling corporate bonds could offer a good investment opportunity.
Votes and valuations: Could political events further strengthen the case for UK equities?
Inflation and the response of central banks was once again a significant influence on markets in the second quarter. However, while the future is always unknowable, Fund Manager Jonathan Brown believes that after a fairly difficult period for the UK economy, and the UK smaller companies’ sector, the outlook is finally looking brighter. Watch his latest video update to find out more.
While China is our largest geographical allocation for many of our portfolios, we believe there are plenty of exciting companies in the wider Asia region.
AI chatbots allow us to interact with technology in smarter ways, but there is a price – the billions that will be invested in the software and the hardware needed. AI will demand ever-greater processing power. One company involved in the AI revolution is California-headquartered Broadcom. Head of Global Equities, Stephen Anness, explains shares his thoughts in this short read.