Invesco

In a piece published earlier this week on Kwasi Kwarteng’s mini budget, our Director of Macro Research Ben Jones noted that UK fiscal and monetary policy were pulling in opposite directions. This was cemented further on Wednesday when the Bank of England (BoE) stepped in to calm markets, pledging to buy £65 billion of government bonds. What do the recent developments mean for markets? Our ETF, fixed income, multi asset and UK equity experts share their views.

We look back at Arthur Burns and Paul Volcker’s stints chairing the Federal Reserve in the 70s and 80s. There are some key lessons on how to deal – and not deal – with inflation.

The UK equity market has been cheap for quite some time, but Jonathan Brown and Robin West think there’s particular opportunity in the small cap sector.

This year, the Bank of England, the Federal Reserve and even the European Central Bank have moved to raise interest rates in an effort to get inflation down. It has created challenges for investors. But we are finally seeing more yield in bond markets. Rhys Davies shares his thoughts on the high yield market. And all in under five minutes.

When most people consider utilities, they think of electricity, water and telecoms. However, these utility-like qualities can also be found in other sectors – some of them perhaps surprising. Stephen Anness shares a few examples.

Several factors combined to send markets lower last quarter. But it’s not all gloom and doom, says Jonathan Brown. Watch his latest video update.

Find out why Asia is on the road to recovery and why the region can weather any potential macroeconomic headwinds in Invesco’s mid-year outlook.

Against a challenging backdrop, high yield bonds have outperformed investment grade and sovereign bonds so far this year. But what are the key themes influencing markets? And what are Rhys Davies’ thoughts going forwards?

Virtually everybody has been exposed to digital payments by now. Perhaps you pay your bills online or use Zelle, or Venmo to split the cost of a meal, or even perhaps to settle a bet. It may seem that this shift away from physical money has come all at once, but it really hasn’t.

While Asian equity markets are trading at their biggest discount to world markets in over a decade, there are big valuation discrepancies between and within markets and sectors. As active investors with a contrarian approach, this gives us scope to lean into areas of excessive pessimism, while avoiding frothy areas of the market.

Is a recession around the corner, or will the Fed manage to engineer a soft landing? Lewis Aubrey-Johnson shares his thoughts. And all in under three minutes.

The Fed tightened rates last night by 50bps, as anticipated. Will 2022 turn out to be the most aggressive year of Fed tightening since the late 70s?

Discover the investment opportunities that have emerged since the mapping of the human genome and why it is a Big Bang moment in medicine. 

Rising inflation, interest rate hikes, market volatility. What does this all mean for bond markets, and specifically high yield bonds? Can opportunities be found within this sector?

Having set ambitious national climate targets, the UK has been largely content to follow the EU’s lead regarding the Green Taxonomy, but there are divergences. Unlike the Europeans, British policymakers have put nuclear and hydrogen at the centre of their plans. There is further divergence at both the corporate and investment product levels.

As the Russia-Ukraine crisis evolves, we depart from our monthly video schedule to bring you a special episode of ‘Bitesized bonds’. Lewis Aubrey-Johnson discusses the impact the crisis is having on fixed income markets. And all in under three minutes.

It’s the week of Valentine’s Day and I’m reflecting on some of the stocks I’ve had long-term relationships with. But I’m also turning my attention to some companies which are experiencing a distinct lack of love from the market.