Listen to the replay to hear Will and Ian discuss how markets have been impacted, with a particular focus on China, and the outlook for the region as we look beyond the pandemic.
William Lam discusses how he is positioning his Invesco Asian Fund (UK) after the rebound, having outlined 12 weeks earlier – near the trough of the Asian equity market - how he was positioning the fund for a rebound.
In anticipation of a resumption of economic growth, the UK equity market has rapidly recovered over the past two months. Jonathan Brown and Robin West caution that it could be two-three years, however, before the economy returns to full health. Given their preference for quality businesses with strong balance sheets, they believe that it’s never been more important to maintain their focus on businesses with the ability to do well even in more difficult times.
Generating attractive levels of income in today’s low yield environment without taking excessive risk can be difficult. One way to try to meet this challenge is to broaden the potential investment universe to include both bonds and equities in a mixed-asset strategy.
As credit spreads have widened to their highest level in many years, we have been busy adding yield into the fund – building income streams that should benefit the fund in years to come. Paul Causer gives an update on what he has been doing in the Invesco Monthly Income Plus Fund (UK).
In the latest Invesco Podcast Ben Gutteridge, Director of Model Portfolio Services, speaks to Thomas Moore, The lead fund manager on Invesco’s High Yield Bond fund.
Since mid-February the spread of COVID-19 has had a massive impact on the global economy and financial markets, with large daily swings becoming the new norm for many asset classes. It’s now more important than ever to stay on top of market developments. Join our fortnightly webcall update for the latest...
William Lam considers questions that clients may be interested in such as: Have we seen the bottom in Asian stock markets? How is the Asian strategy positioned in these uncertain and volatile times? Is the strategy positioned for a rebound? What can we learn from the Asian experience of the virus in terms of how this might play out in other markets?
In this week’s Invesco Podcast Ben Gutteridge, Director of Model Portfolio Services, speaks to William Lam, fund manager of the Invesco Asian Fund (UK).
The coronavirus is certainty having a major impact on equity and bond markets as concerns grow over a global recession. What can the US Federal Reserve do to restore calm?
Last week, it became clear that the financial markets were no longer prepared to overlook the potential global impact of coronavirus. Our initial discussions focused on the short-term risk management of the portfolio and ensuring the diversification in our portfolios remained intact.
After a tough 2018, our Multi Asset team remained focused on their robust ideas-based philosophy aiming for good returns over the longer term with continued low volatility. In 2019, returns for the Invesco Global Targeted Returns Fund (UK) were more in line with their targets.
The coronavirus outbreak which originated in China has brought to a halt the positive market momentum we were seeing going into 2020. This outbreak is obviously concerning, reminiscent of SARS in 2002/03 and MERS in 2015, but this time the Chinese authorities have been swifter and more proactive in their response, even declaring the sort of quarantine only China can realistically engineer.
The search for yield without taking excessive risk is an ongoing challenge in a world of record-low interest rates.
The outlook is bright for UK Smaller Companies.
Unresolved issues prolong uncertainty across the globe.
The election is over and the results are in – a Conservative majority. But what could we expect looking ahead? Graham shares his immediate thoughts.
With the recent launch of streaming services from Apple and Disney and expected launches from AT&T and Comcast in the first half of next year, “The Streaming Wars” are heating up...
In recent years the UK’s fiscal backdrop has been improving, but with both Conservatives and Labour proposing big increases in investment spending, how could this affect the gilt market?
Graham Hook, Invesco’s Head of UK Government Relations and Public Policy sums up the first two weeks of campaigning and looks ahead to the next month’s action.