Industry news and views from Panacea and our partners.
Invesco
Invesco: 2024: the return of the bond market.
Bond markets experienced high levels of volatility in 2022 and 2023 thanks in large part to the raft of interest rate rises. As things start to settle, we explore the opportunities for bonds this year.
Invesco: Stock market record highs: A case of rational exuberance.
Equity indexes in the US, Europe, and Japan reached new record highs, sparking excitement but also concerns that it’s a case of “irrational exuberance.” I don’t think that’s the case.
Invesco: The big headlines of quarter 4 2023
Short, snappy and visual market commentary - support your regular conversations with this client-friendly infographic, summarising the key market moving events from the previous quarter. Download the infographic and read the interpretation of our experts.
Invesco: 2024 investment outlook
The economic battle between the resilience of growth and the stickiness of inflation will be front and centre in 2024. Here’s how we believe it will play out.
Invesco: Have interest rates peaked, and where next for investment grade bonds?
As we approach the end of another volatile year in markets, we sat down with Mike Matthews, Co-Head of Invesco’s Fixed Income team in Europe. He shared his thoughts on bond market performance in 2023, before looking at what’s next.
Invesco: Turn our expertise into your edge
Investing isn't a part of what we do at Invesco, it's the only thing we do – with 25+ years of experience. Explore the Invesco Adviser Investment Solutions offered by Invesco, comprised of MPS and fund-of-fund ranges.
Invesco: The big headlines of quarter 3 2023
Short, snappy and visual market commentary – support your regular conversations with this client-friendly infographic, summarising the key market moving events from the previous quarter. Download the infographic and read the interpretation of our experts.
Invesco: Understanding Portfolio Management
Portfolio management can be a complicated business. Whether you're managing client money yourself or using external solutions, it's important to keep up to date. From the core concepts to the latest trends and techniques, complete the online training for structured CPD.
Invesco: Let’s keep it real. Why invest in markets when cash rates are so high?
The days of receiving virtually nothing for the privilege of keeping your money at your local bank are apparently over. In August, the Bank of England’s base rate rose to 5.25% – its highest level since April 2008. With cash savings rates so high, why remain invested?
Invesco: Investing in the low carbon economy
With COP28 drawing to a close, we wanted to cut through the noise and highlight two examples of companies in our climate bond funds that are helping to deliver the new low carbon economy. Tom Hemmant, Fixed Income Fund Manager, explores in this latest video.
Investment Intelligence Seminars Invitation
Near-term forecasts for the UK economy have been downgraded more severely than for those of other countries. In this round, Invesco look at the UK’s unique situation and what this means for its near-term economic growth outlook.
Invesco: Register now! Invesco’s Investment Intelligence Seminars
Registration for the next round of Invesco’s Investment Intelligence Seminars is now open for sessions running between 16 September and 2 December 2022.
Earn 70 minutes of structured CPD
What is the likely progression for inflation from here? How will central banks respond? What opportunities and risks does this present? Sign up to join the next round of Invesco’s Investment Intelligence Seminars.
Invesco: Investment Intelligence Seminars
Sign up to join Invesco at one of the 50 seminars running across the UK between 16 September and 2 December 2022 and earn 70 minutes of structured CPD.
M&G TALKS: US Election Result
Please join us on 5 November at 15:00 GMT when Jonathan Willcocks, Global Head of Distribution, discusses the US election result and the potential impact on markets with fund managers Randeep Somel and Tristan Hanson.
Invesco: Invespective Live
Join Invespective Live with Jean-Claude Trichet - What's left in the Central Bank toolbox?
Invesco’s views on COVID-19
Over the past few months investors have been rocked by coronavirus fears, leading to one of the most turbulent times in financial market history. Read the latest thoughts of our investment experts – articles added frequently
Invesco: Sterling corporate bond exposure for the ESG conscious
For fixed income investors who want their investments aligned with their views on ESG, ETF opportunities have up until now been lacking.
Invesco: Investment outlooks 2020
Invesco’s investment teams from around the globe outline their expectations for 2020 to help investors plan for the coming year, wherever the markets take us.
Invesco: The Streaming Wars
As competition for streaming services increase, fixed income credit analyst Ed Craven gives his view on the likely winners and losers.
Invesco: Amid a host of central bank developments, one constant remains
Four central banks revisited policy, plus two new reports pointed to a continued global slowdown.
Invesco: General Election 2019: What spending promises might mean for gilts
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?
Invesco: General Election 2019: the first two weeks
Graham Hook, Invesco’s Head of UK Government Relations and Public Policy sums up the campaigning so far and looks ahead to next month’s action.
Invesco: US business cycle, Draghi legacy and UK business investment
How healthy is the US economy? European Central Bank – end of an era? How is UK business investment faring amid Brexit uncertainty?
Invesco: Macro pain, market gain
World trade is weakening and regional economic growth is slowing – so how could this be good news for Asian exposure?
Invesco: What investors need to know about the US-China trade accord
US President Donald Trump announced the US and China have agreed in principle to a trade accord. However, China has stopped short of calling this a “deal.” As we assess what we know about the agreement, it seems clear that China has the upper hand in its negotiations with the US. By Kristina Hooper and David Chao
Invesco: US: Facing a slowdown or recession?
The dreaded R word is garnering more attention with the US Federal Reserve in dovish mode and bond markets in a state of flux following the recent inversion of the yield curve. Is the economic data ringing any alarm bells?
Invesco: Culture clashes and windscreen smashes
The first Chinese ‘A’ share we owned in the Invesco Asian Fund (UK) was a company called Fuyao Glass. Although we no longer own Fuyao, two other Chinese auto parts companies with clear parallels – Huayu and Minth – are currently held in this fund.
You are invited to the Invesco 2019 Investment Intelligence Seminars - 80 mins structured CPD
Register now for Round 3 of the Invesco 2019 Investment Intelligence Seminars, running from September to December with over 70 venues and dates to chose from. These are amongst the most popular events in the market - spaces go fast, so make sure you sign up!
Invesco: The Polish economy is bucking the trend – and what this meant for our portfolio
Whilst most European economies are struggling, the Polish economy is defying expectations: it has seen solid growth rates, strong wage growth and an improved current account balance relative to history.