UK wealth fund sparks interest among infra investors
The U.K.’s first female Chancellor, Rachel Reeves, has announced a new plan to boost private sector financing in the British economy. Infrastructure investors are encouraged.
Norway state pension fund now world’s biggest asset owner
Norway’s sovereign wealth fund, the Government Pension Fund Global, has dethroned its Japanese counterpart and is now the world’s largest asset owner.
Invesco's Monthly Tactical Asset Allocation views
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.
Trump’s looming tariffs could trigger inflation shock
In the event of Donald Trump’s re-election as US President, a big shift in trade policy could happen.
Investment Horizons: Key themes shaping future returns
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.
Schade Deutschland, alles ist vorbei
Columnist Jeroen Blokland takes a look at persistently declining industrial production in Germany.
PGIM Investments: Uncovering the best ideas in global credit markets
In the view of PGIM Fixed Income’s Gabriel Doz, today’s market backdrop—solid growth in the 2% range and inflation converging toward the Fed’s 2% target— helps showcase the deep experience and nimble nature of the PGIM Fixed Income investment teams.
Lack of reliable data seen as main obstacle to ESG
A lack of reliable Environmental, Social, and Governance (ESG) data is significantly hindering the implementation of the European Union’s sustainable finance regulations, according to a survey by the CFA Institute.
Fund Radar: Taiwan, India offset Mexico in emerging markets
Emerging markets excelled in the second quarter, driven by Taiwanese and Indian equities, despite Mexican setbacks. Ronald van Genderen concludes this edition of the Morningstar Fund Radar with insights on promising strategies like Robeco QI Emerging Conservative Equities.
The critical role of high-quality impact reporting in sustainable investing
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.