Your gateway to the best industry research on passive investing and asset allocation
12th July 2018
The global debt burden fell in 2017, particularly in developed economies. Emerging market countries have less debt but offer higher real yields. Emerging markets debt offers good potential returns. […]
1st July 2018
Invesco doesn’t fear immediate recession but economic and profit momentum is fading in some areas. Exposure to equities is slightly reduced.
All eyes on the BoJ: from down-cycle risks to stimulus action?
22nd March 2018
Newly appointed board members are likely to push the Bank of Japan in a dovish direction. There may be more monetary stimulus to come.
More high-yield, less equity
21st March 2018
In the latest ‘Big Picture’ quarterly update, Invesco Powershares is slightly reducing exposure to equities while adding to high-yield credit in the US.
Why has the dollar been so weak?
16th March 2018
Yield spreads have moved in favour of the dollar and Invesco Powershares struggles to explain its weakness.
Of readiness, risk and rhetoric
15th March 2018
It would take a much deeper deterioration in overall conditions to derail the markets. Click Here to Read Report
Japan: Yes, this time is different
2nd March 2018
Four fundamental forces have changed from negative to positive.
Italian elections – the last stand of the populist vote?
2nd March 2018
State Street looks at how Italian government bond yields have reacted to political events in the past, and how both bonds and equities may react this time. Click Here to […]
27th February 2018
It’s often said that rising bond yields lead to falling equity prices, but things aren’t that simple.