Prepare, Donāt 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 wonāt come down anytime soon, and the growing correlation between stocks and bonds...
When doves yell: Fed loudly signals a September rate cut
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Dovish meeting minutes - The minutes from the…
August 29, 2024
Reversal of fortune
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Strong stock rally - After a sharp decline…
August 23, 2024
Why the recent market correction may have been an overreaction
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Bank of Japan - The Bank of Japan…
August 14, 2024
What investors need to know about stock market corrections
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Market corrections are common - Since the early 1980s,…
August 5, 2024
Will the Federal Reserve follow the Bank of Canada in cutting interest rates?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Bank of Canada ā Canadian inflation has some…
July 31, 2024
Could the Fed cut interest rates twice in 2024?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Disinflation progress - More data was released indicating…
July 17, 2024
Reversals of fortune emerge in elections and economies
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways French election - The second round of the…
July 9, 2024
Emerging market tech firms play a key role in the AI story
by Justin Leverenz, CFA, Chief Investment Officer, Developing Markets Equities, Invesco Key takeaways An evolving story. - Weāre…
June 27, 2024
Central banks meet in June, but when will rate cuts begin?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways European Central Bank -Europe seems extremely likely to…
June 3, 2024
Donāt sell in May and go away: Why stocks have room to run
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways The Federal Reserve - Recent data indicates the…
May 21, 2024
Above the Noise: Is inflation obsession overblown?
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Too much focus on inflation? - Stocks may benefit…
April 28, 2024