Tag Archives: Invesco

Investors Choose Diversity and Fixed Income Strategies in Wake of War and Pandemic

  • Competing dynamics of high inflation and low interest rates challenge conventional investment strategies
  • Invesco analysis indicates that the entire global economy, markets, and peacetime international system are under assault
  • Supply shocks, wars and revolutions in commodity producers have caused “stagflation”
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Invesco Analysis Suggests Ukraine Conflict is Driving ETF Gold Growth

  • The price of gold increased by 6% in the first three months of the year, helped by the onset of war in Ukraine
  • Price of gold could push above $2,000 if the Russia-Ukraine premium remains
  • Gold’s role as a diversifier was underlined by the fall in most other asset values
  • Rising yields fail to dampen confidence in and value of gold exchange-traded funds (ETFs)

Dubai, UAE, 23 May 2022: Invesco’s investment strategists suggest that geopolitical tensions during the first months of 2022 and the subsequent war in Ukraine supported the price of gold despite rising bond yields bucking the historic relationship between gold and real yields.

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Invesco outlook: Inflation sets the stage for 2022

  • Global growth for 2022 will slow to a more normal state
  • Rise in number of Covid cases and new variants seen as a headwind
  • Continued supply-chain disruptions and an upsurge in demand threaten to keep inflation high
  • Higher volatility expected as markets process the slowdown in growth and gradual tightening of monetary policy

Dubai, UAE – 11 January 2022:  Following the aggressive monetary and fiscal policy moves of the last two years to counter the effect of the Covid-driven pandemic, Invesco’s team of global strategists say that 2022 looks to be a year of transition toward a more normal state.  However, the economic and market environment will likely be defined by inflation and how policymakers react to it.

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Invesco chief economist warns investors should be wary of inflation-sensitive assets

Invesco chief economist warns investors should be wary of inflation-sensitive assets

  • The surge in inflation is not a transitory phenomenon associated with the opening of economies
  • Rising prices are likely to erode returns on assets vulnerable to inflation
  • Investors should brace for a two-year period of rising prices
  • Gulf region unlikely to experience similar inflation pressures
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Invesco Mid-Year Outlook: Rebound with merely temporary inflation

  • Invesco experts map out scenarios to help guide asset allocation decisions
  • “Outsized” policy response and vaccine rollout programs have a positive impact on recovery
  • Inflation expected to rise but will receive downward pressure from innovation and demographics over the long term
  • Volatility expected to decline across asset classes, with cyclicals expected to outperform
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