âBig Beautiful Billâ brings fiscal concerns
by Invesco Global Market Strategy Office Key takeaways Fiscal fears - Fiscal fears dominated the market last week…
Prepare, Donât 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 wonât come down anytime soon, and the growing correlation between stocks and bonds...
Above the Noise: Making sense of markets, Treasuries, and tariffs
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Markets and tariffs -Â Markets may only need incremental progress,…
Central banks are treading carefully
by Invesco Global Market Strategy Office Key takeaways US-China tariffs - Markets are taking a significant de-escalation of…
How to handle âphantom distributionsâ from ETFs to avoid double taxation
by Tax and Estate Planning team, Invesco Normally, an exchange-traded fund (ETF) will pay most of its income…
Will high tariffs push the US into recession?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Base case - There could be a stalemate…
Above the Noise: Will policy uncertainty harm the US economy?
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Price of uncertainty - While the setup was good…
Clouds are forming for the global economy
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Global growth - The Organisation for Economic Co-operation…
On the lookout for âbrown shootsâ in the US economy
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways âBrown shootsâ - Some signs that the economy…
European stock markets surge as US stock market sags
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways German spending - Plans to increase defense and…
Is the US headed for a drop in GDP growth?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Gross domestic product (GDP) - A key economic…
Above the Noise: Investing through ambiguity
by Brian Levitt, Global Market Strategist, Invesco Key takeaways US inflation - Indicators suggest that inflation is likely…
US uncertainty, German elections top global market news
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways FOMC - Minutes from the Federal Open Market…
Tariffs, tech earnings, and inflation concerns test markets
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Tariff news - US tariffs against Canadian and…
Above the Noise: Is the worst of policy uncertainty behind us?
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Labor market - The December US payroll report surprised…
Inflation, tariffs, and other investor questions answered
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US inflation - My base case remains that…
