Illiquidity, complexity restrain allocations to alternatives
Investment advisors in both the US and Europe have been expressing a desire to increase allocations to alternatives, but the average allocation has remained modest, according to gatekeeper surveys by Cerulli and PGIM.
Summer rally looming
In the years when a new US president is elected, there is often a summer rally. Typically, July is the month when the media pays more attention to the election.
EU faces significant investment crisis, report warns
A new report by Finance Watch, a Brussels-based public interest group, has highlighted an impending investment crisis in the European Union. A
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.