Invesco's Capital Market Assumptions are designed to direct the construction of multi-asset portfolios and keep investors informed about the markets. Invesco’s Global Solutions team provides forecasted returns for equities, fixed income and alternatives over a 10-year and five-year time horizon.
The most common question investors ask us today is whether credit investments are producing attractive risk adjusted returns at this stage of the cycle. In this paper, we discuss why the best opportunities for yield today likely exist in directly originated private credit opportunities in the lower middle market.
Risk parity strategies embody diversification—across time and asset classes. However, because there are so many ways to implement these strategies, it can be difficult to define an appropriate benchmark. Discover one transparent, investable solution.
Today, the US Commercial Real Estate (CRE) market is characterized as a market with high property valuations. With this challenge in mind, we believe there are attractive opportunities to lend in areas of the US CRE market, where capital provision is inefficient.
After falling behind technology in earnings growth since December 2016, health care has seen improvements in all segments in Q2 2018.
In this round table discussion, K. Stuart Peskin, investment director at Aberdeen Standard Investments, Danielle Singer, portfolio director, multi asset, at Invesco, and Mark Andersen, senior vice president at Callan’s Trust Advisory Group, discuss the opportunities and challenges for investors, and the outcome-orientation of multi-asset investing strategies for optimal positioning in all types of market environments.
Explore reasons why the A-share market is appealing to institutional investors, including improving governance and a fast-growing private sector.
We believe China’s risks for a hard landing have decreased due to a confluence of positive forces. Our optimism is driven by better quality economic growth involving an increased role for the private sector and effective shadow banking regulation.
Using the DuPont model to examine ROE and future dividend growth potential.
Emerging market equity (EME) allocations among investor types vary greatly, with renowned institutional endowments significantly overweight the asset class compared to others. While investors have embraced the return potential of private equity, EME allocations generally remain stagnant, with many simply matching their regional allocation to the MSCI All-Country World Index. We assess the differences and encourage return-seeking investors to revisit their EME allocations.
Our Investment Quarterly Magazine discusses the forces that will influence corporate performance — and, ultimately, asset prices — as the age of easy money draws to a close.
Equal-weight indices were among the first non-capitalization-weighted indices to emerge as vehicles for passive investments and have demonstrated outperformance in multiple global markets. This paper explores the sources of this outperformance and potential applications of these strategies in a portfolio.
This paper describes corporate and governmental organizations appealing alternative funding of pension plan obligations using owned real estate. In a manner consistent with legal and ERISA requirements, large in-kind contribution credits and freedom from future cash payments can be achieved.
The CRE market has undergone a significant recovery since the 2008-2009 global financial crisis. However, not all segments of the market have participated equally in the recovery – including within the CRE debt market.
Explore the 2018 investment landscape the Macquarie way: with an eye that’s open to change and opportunity, and with a spirit of innovation and healthy wariness for conventional thinking.
Our annual Global Market Outlook forecasts a year supportive of risk assets, but with a note of caution for investors as the growth cycle extends.
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