As a valuation-orientated investor, Martin Walker's investment style brings valuation at the point of purchase to the foreground, as he seeks to find compelling opportunities in areas of the market that other investors would shun.
Will a trade war undermine economic growth? While it is possible that political issues could hamper the economic upswing in some countries, my view remains that the business cycle is the ultimate and dominate driver of asset prices over any extended period.
In this article Mark Barnett highlights the investment opportunities he sees within the UK’s alternative finance market.
With earnings in Asia no longer surprising, and the risk of an escalating trade war lurking in the background, are there areas where value can still be found? Listen to Ian Hargreaves explain what this means for his portfolio.
Ultimately, we think Italian politics will be constricted by reality, and we therefore want to be involved at the right levels.
We have witnessed a fractious G7 meeting, rising trade tensions between the US and China, coupled with the rise of a populist government in Italy and cracks in emerging markets. In this video, Nick Mustoe explains what this all means for global equity markets.
Currency ideas play an important part in our multi asset portfolios, acting as a source of both return and diversification. Watch Invesco Perpetual explain the long-term valuation trade between Japanese yen, which has become cheap as a result of monetary policy, and the Swiss franc, which the team believe is still overvalued as a consequence of flows into the country during the Eurozone crisis.
In this video, Jonathan Brown and Robin West, UK Equities Fund Managers, explain how they identify prospects in the small cap market and how they have applied it to their portfolios.
Given the negative sentiment towards the UK tobacco sector at present, Mark Barnett, Head of UK Equities, provides his view on the industry’s longer term outlook.
Read why investors must look beyond the negative headlines as there are still plenty of opportunities to make money in credit.
Invesco Perpetual Corporate Bond Fund Manager Michael Matthews explains why investors must look beyond the negative headlines. There are still plenty of opportunities to make money in credit.
It’s understandable why the tech sector has held much appeal but here we outline why we have been more hesitant about owning Big Tech stocks.
With many household retail names coming under scrutiny in recent months, are there opportunities to be found by the discerning bond investor?
The share prices of global integrated oil majors crashed in 2016 alongside the oil price and company earnings. Martin Walker, UK Equities Fund Manager for Invesco Perpetual, explores the main bear arguments for the sector and explains where he sees fundamental valuation opportunities.
Listen to the replay now for an update on the outlook for UK Equity markets in the current global climate and where the team see risks, rewards and opportunities in the UK stock market.
Our Multi Asset team discusses how it has implemented one of its investment ideas to illustrate an unconstrained approach to targeted, long-term investing.
Watch Simon Laing, Head of US Equities, discuss his thoughts on the recent volatility in markets, and what that means for the technology and healthcare sector.
Hear Stephen Anness, Global Equities Fund Manager, discuss the macro environment driving equity investing, his investment philosophy and the consequent positioning of the Invesco Perpetual Global Opportunities Fund.
Asian equity markets do not appear overvalued but gains are likely to be lower and more volatile from here.
The Henley Fixed Interest team comment on the recent equity market moves.