Industry news and views from Panacea and our partners.
Invesco
Invesco: 2019 investment outlook – European equities
European equities have been heavily sold, are things that bad? Jeffrey Taylor head of European Equities focuses his outlook on the importance of taking a fundamental long-term approach to European equities, how domestic demand drives the European economy, and attractive valuations across many sectors.
Invesco: John Greenwood’s annual economic outlook 2019
What are the prospects for the global economy? With record low rates of unemployment in many major economies, will inflation take off in 2019? Read Chief Economist John Greenwood’s economic outlook for 2019.
Invesco: Long term opportunity in domestic value
Fund manager Ciaran Mallon speaks about his long-term investment approach: investing in companies with strong fundamentals and using stock selection as the central tenet of his approach whilst still considering periods that drive down the valuation of good quality companies.
Invesco: High Yield – a stock picker’s market
After the strong returns of 2016 and 2017, this year has so far been a more testing time for the high yield bond market. What has been happening and what does this mean for investors in the asset class?
Invesco: Japan’s core strength and stability
Paul Chesson, Head of Japanese Equities focuses on the outlook for Japan’s economy. Corporate Japan looks set to follow up a very strong year to March 2018
Invesco Global Factor Investing Study 2018
This study draws on insights from 300 face-to-face interviews with institutional and retail factor investors from across Europe, North America and Asia Pacific. Some wide range themes will include: existing factor adoption and allocations, perceived barriers to adoption and future intentions for their factor investing strategy.
Invesco: The midterm results are in, but what do they mean for the markets?
The results of the US midterms have had an initially supportive effect on US markets. In this commentary, we examine four key implications for global markets, these include: US politics, fiscal/monetary policy, domestic policy and foreign economic policy.
Invesco: End of cycle mentality alive and kicking
Rising interest rates, tightening liquidity conditions and trade protectionism remained evident in Q3. We also observed runs on a number of emerging market currencies which caused a degree of contagion to all other emerging market currency and stock markets. Read more on this from Stephen Anness and Andrew Hall, Global Equities Fund Managers.
Invesco: Webcall replay: Invesco Global Targeted Returns Fund (UK) – Q3 2018 review
In this webcall, Clive Emery took a look at the performance of the fund and any changes made to it during the third quarter of 2018.
Invesco: John Greenwood’s quarterly economic outlook: Q4 2018
With problems in emerging markets continuing to grab headlines and an escalation of the tariff wars between the US and China, how concerned is John about the potential impacts on the global economy?
Invesco: Brazil election special
Brazil is out of recession but the economy is still not firing on all cylinders. What is holding it back and do we expect this period of sluggishness to continue? Nicholas Mason, Emerging Market Equities Fund Manager discusses.
Invesco: What’s happening in Italy?
Stuart Edwards, Fixed Interest Fund Manager, Invesco Henley Investment Centre, comments on recent events in Italy and what it means for bond markets.
Invesco: Land reform jitters in South Africa
Debate on expropriation intensifies following latest Trump outburst. Whilst the land question, alongside fiscal and corruption concerns, is real and thorny, it is also being addressed thoughtfully and step-wise by a leadership who are aware of market concerns.
Invesco: Pharmaceuticals - Good value or a value trap?
The pharmaceutical sector has fallen from investor favour over the past four years. We consider whether now is the time to become more positive on the outlook for the sector
Invesco: The virtues of Value investing
Given the underperformance of Value investing over the past decade, Martin Walker looks to history to ask; is Value investing dead? Or will high conviction, Value led strategies survive?
Invesco: Global Equity Income Strategies…When will they stop underperforming the broader market?
With performance for Global Equity Income strategies lagging the MSCI World index for five years now, we listen with interest when we hear the suggestion that income-focused strategies are dead.
Invesco: Bright outlook for Asia despite crosswinds
Asia faces near-term challenges, but is well positioned given solid fundamentals. The near-term outlook for Asia has become less clear as earnings momentum fades. Key risks include rising interest rates and escalating trade tensions. Medium-term outlook still positive supported by robust fundamentals and capital discipline.
Invesco: Volatility – an unlikely friend
Income seeking investors have faced headwinds in the aftermath of the global financial crisis. But with demand for income rising, investors may need to cast their nets wider than some of the more traditional income routes.
Invesco: Your invitation: Investment Intelligence Seminars 2018 Round 3
You can now sign up for the final round of Invesco Perpetual's 2018 Investment Intelligence Seminars. Make sure you reserve your space at one of the 70+ events!
Invesco: How does the UK equity market look to a value investor?
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.
Invesco: Finding opportunity in Financials: alternative lenders
In this article Mark Barnett highlights the investment opportunities he sees within the UK’s alternative finance market. He discusses the opportunities created by disruption to traditional forms of credit following the Global Financial Crisis and why he believes that the growing market for alternative forms of finance offers superior income generation opportunities compared to traditional lender.
Invesco: Our Thoughts on Italy
Ultimately, we think Italian politics will be constricted by reality, and we therefore want to be involved at the right levels. Hear Lewis Aubrey-Johnson, Head of Fixed Income Products, discuss the team’s thoughts and strategy.
Invesco: What impact have recent macro events had on global equity markets?
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.
Invesco: Webcall replay: What is our outlook for bond markets?
Watch the replay to hear Lewis Aubrey-Johnson, Head of Fixed Income Products, discuss the current conditions in credit markets and the team's expectations the continued resilience of the US economy.
Invesco: Currency idea: Japanese yen vs Swiss franc
Currency ideas play an important part in our multi asset portfolios, acting as a source of both return and diversification.
Invesco: Investing in emerging markets: a political play
Watch two of our most experienced emerging markets investors discuss their outlook for equities and debt and where the risks and opportunities lie.
Invesco’s Investment Outlooks for 2019
Each New Year brings the promise of a fresh start – but for investors, it’s important to understand the global dynamics that have brought us to this point. Through written commentaries and videos, this 2019 Investment Outlook hub features a range of insights by region and asset class designed to help you prepare for the year ahead.
Invesco: Brexit? Why we see opportunity in UK smaller companies
Find out more how UK smaller companies have an excellent long-term track record in this environment of political uncertainty that Brexit has driven. Portfolio managers, Jonathon Brown and Robin West discuss how UK smaller companies have outperformed their large-cap counterparts, numerous international rivals and non-equity investments over the past decade.