Invesco's new DC research examines participant investing decision-making. Learn more about the key drivers behind these Forgotten Participants' behaviors and actionable insights for plan fiduciaries. Download our Research Summary today.

A number of economic and market fundamentals have lifted China toward recovery more rapidly than many expected, and which continue to underpin long-term share price performance. Long summary: As global markets grapple with the impact of the coronavirus pandemic, investors worldwide are seeing downward earnings revisions and closely watching for signs of resurgent growth.

Peer selection and understanding relationships between companies play a pivotal role in many areas of finance. Previously, we had shown how similarity score matrix could be used to identify pairs or groups of similar companies (peers), which have numerous potential applications. In this paper, we analyze ways to use this data for modeling simple hedging portfolios, minimum-volatility (min vol) portfolios and optimized hedging portfolios.

The last decade belonged to US equities, but history shows that the winners change, both within and across markets. As markets and economies recover, we see 7 reasons why investors should re-think having all their eggs in that one equity basket.

Gavekal Research's four founding partners bring diverse approaches to their global macro-economic analysis and asset allocation advice as shown by articles written during the height of the Covid-19 market panic.

Decision-makers can enhance their statistical toolkit for evaluating portfolios. The Polen Score marries active share with downside capture ratio using a simple formula and could help to evaluate a portfolio’s ability to generate alpha over time.

Gold has been one of the best performing assets so far in 2020, functioning as a hedge for investors. As we look forward, there may a deceleration of gold consumer demand but this will likely be offset by strong investment demand as investors look for effective ways to protect their wealth and improve portfolio performance.

The Market Tests ETF Liquidity Concerns - ETFs are at the forefront of meeting investor demand for liquidity. The ETF wrapper can offer a flexible implementation option for investors seeking liquidity during this period of extreme market volatility.

The longest bull market in history has come to an end. The coronavirus, combined with oil markets, started the correction in late February 2020. However, even prior this news, many investors have been looking to de-risk portfolios, and low volatility has swelled in popularity.