Investment Officer Belgium

The popularity of climate-positive investing has grown exponentially over the past decade or more, as society has embraced the importance of supporting the multi-decade sustainability megatrend.

Here you’ll find a selection of the most recent research from Invesco Solutions. Read our latest analysis that covers market strategy and opportunities across various asset classes.

Too often, investors are preoccupied with the near term. That can lead to misjudgments, like recency bias, which assigns undue importance to current events. Obsessing over the near term may also obscure arising investment themes. And it can result in an underestimation of the fundamentals that anchor asset prices over time.

The world of finance is constantly changing, and one of the prominent trends is the increasing attention to GSS investments. The issuance of GSS bonds has become a beacon for progress, signaling a commitment to environmental stewardship and social well-being.

High-yield bonds should continue to yield attractive returns in 2024. However, René Kallestrup from Capital Four advocates a selective approach with a view to sectors and regions.

Biodiversity loss is a systemic risk and one of the biggest global challenges of our time. Nature is being eroded at rates unprecedented in human history and we are facing the irreversible loss of plant and animal species, habitats, and vital crops.

In the US, pockets of weakness are emerging here and there, but are not yet spreading systematically. For example, the recent slowdown in consumer spending is primarily affecting low-income households.

The Franklin Templeton Institute surveyed portfolio managers across all our asset classes: equity, private equity, fixed income, private debt, real estate, digital assets, hedge funds and secondary private markets.

Paul Jackson, Global Head of Asset Allocation Research, EMEA, provides insights into various economic factors that could be key in the third quarter of 2024.

Small caps are currently trading at a discount to large caps, why is this? With many influencing factors, we dive into the details to identify the most important issues for investors to consider.