Above the Noise: Rate cuts, productivity gains, and gold surge
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Rate cuts - How do stocks respond to rate cuts?…
September 28, 2025
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Why Canadian-listed ETFs may make more sense than U.S.-listed ETFs
by Invesco Tax & Estate team When a Canadian resident considers investing in an exchange-traded fund (ETF) that tracks…
September 19, 2025
Slower job growth likely solidifies September rate cut
by Invesco Global Market Strategy Office Key takeaways September rate cut — A weakening labor market and anchored…
September 8, 2025
Troubled times haven’t worried stocks
by Invesco Global Market Strategy Office Key takeaways Pressure on the Fed - The White House is attempting…
September 2, 2025
Support for stocks builds despite mixed data
by Invesco Global Market Strategy Office Key takeaways Federal Reserve (Fed) — Will Fed Chair Jerome Powell signal…
August 21, 2025
What are global investor flows into US real estate?
by Mike Sobolik, Investment Strategist, Direct Real Estate, North America, & Mike Bessell, Managing Director, Investment Strategist, Europe,…
August 17, 2025
Above the Noise: Fed chair, rising prices, and policy winners
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Fed independence matters - If markets perceive the Federal Reserve…
July 29, 2025
Bond market outlook: Resilience and rate cuts
by Matthew Brill, Head of North America Investment Grade Credit, & Craig Altholz, Client Portfolio Manager, Invesco Key…
July 23, 2025
Five trends to watch as US stocks hit a new high
by Invesco Global Market Strategy Office Key takeaways US stocks - The S&P 500 Index closed last week…
July 6, 2025
Above the Noise: Putting pessimism in perspective
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Recession perceptions - High yield bond spreads indicate that…
June 29, 2025
Oil moves on Middle East tensions, but other markets stay the course
by Invesco Global Market Strategy Office Key takeaways Middle East - Tensions remain high, but a sustained rise in…
June 26, 2025
Putting markets into perspective as Middle East tensions escalate
by Invesco Global Market Strategy Office Key takeaways Market movements - A significant escalation in the Israel-Iran conflict…
June 17, 2025
2025 midyear investment outlook: The global reset
by Invesco Global Market Strategy Office Key takeaways Continued uncertainty - We’re wary about precise estimates of where tariff…
June 12, 2025