Today’s parents are all too aware that higher education comes with a sky-high price tag, but financial aid can offer a real lifeline when it comes to mounting college costs.
Invesco Fixed Income shares its views of rates around the world.
Celebrate the day by opening a college savings account for the child you love.
A high-conviction, bottom-up approach to finding sustainable profit margins.
New SEC guidance provides effective ways for advisors to comply with disclosure regulations.
Invesco Fixed Income shares its views of rates around the world
We examine the potential effects of Trump’s tax and infrastructure proposals on the muni market.
Without a surge in monetary growth, fiscal policy alone doesn’t indicate inflation.
College savings plans can help companies boost their employee benefits packages.
As the National People’s Congress convenes, we highlight three government priorities to watch.
While robos can help simplify processes, human relationships are key to satisfaction, says one investment survey.
If an issuer defaults, insurance firms can make sure your payments don’t stop.
In December, the US Federal Reserve (Fed) raised interest rates, as predicted, and raised expectations for more increases in 2017. At Invesco Fixed Income, we believe one of the best ways to handle a rising interest rate environment is to have a portfolio diversified across different credit-related asset classes.
Uncertainty about US trade policy changes that could potentially harm emerging market economies dragged them down 4% during the fourth quarter of 2016, underperforming developed markets by 2%.1 Yet emerging market economies generally showed positive signs, with exports beginning to recover, commodity prices rebounding, and inflation remaining benign.
Being a deep value investor can be a lonely endeavor. We crunch the numbers to find unloved companies that we believe have bright futures ahead — years ahead, in many cases. But if you wait long enough, market sentiment can shift and your previously unloved holdings may suddenly appear on everyone’s radar screen.
When most investors think of diversification, they think about including stocks and bonds in their portfolio, or US and international investments. Fewer investors think about diversifying among investment vehicles — such as active mutual funds, factor-based exchange-traded funds or passive benchmark strategies.
Learn why Invesco Unit Trusts views information technology as a critical part of the infrastructure category.
Trump’s tax and infrastructure proposals will soon face the reality of US debt and monetary policy. We analyze what to expect next.
On July 21, 2016, the Department of Labor (DOL) issued proposed amendments to the 5500 series forms in a “Notice of Proposed Forms Revisions,” prepared jointly by three agencies: the DOL, the Internal Revenue Service and the Pension Benefit Guaranty Corporation, collectively referred to as “the agencies.”
As we enter 2017, there is a long list of issues that could affect alternative investments: policy changes in the US, elections in Europe, rising rate expectations and more. Given this changing landscape, I would like to highlight some alternative investments that I believe have the potential to benefit investors in the new year.
In the first quarter of 2017, a newly minted Congress will be tasked with approving an increase in the US government’s debt limit — the so-called “debt ceiling” — which is set to expire on March 15, 2017. If the debt ceiling is not raised, the Treasury bill market could experience volatility as investors adjust to a potential reduction in the supply of Treasury bills.
Investors have been drawn to real assets in general and to real estate in particular due to the comparative stability and attractiveness of their income returns and the prospects for growth.
The holidays are upon us again, and many grandparents are looking forward to one of their favorite moments of the season – the delighted smiles of grandkids opening a present they’ve been dreaming of all year. Give it a few weeks, though, and last year’s trendiest toy often becomes this year’s latest giveaway.
Invesco Fixed Income utilizes a framework based on the idea that changes in growth, inflation and financial conditions drive much of market beta performance, and that understanding these “macro factors” can help us understand market conditions and price action.
As we look toward 2017, the general near-term outlook for international equities continues to appear somewhat mixed, given a combination of global macroeconomic risks.
Three reasons to consider commodities in today’s market
What yield-seeking investors need to know about this expanding asset class
The US election results bring short-term uncertainty, but policy will be key in the medium term
The new provision can help people who missed the deadline due to error, illness or other reasons
On Nov. 8, American voters will go to the polls to choose the next president of the United States, and global investors will await the potential ramifications of that decision — from short-term market volatility to long-term policy changes.
There are seasons I look forward to during the year — the warm months for fishing and the cold months for hunting — and some I’d just as soon avoid — like hurricane season and allergy season.
The Organization of Petroleum Exporting Countries (OPEC) has been in existence for nearly 60 years. OPEC is the textbook definition of a cartel, but cooperation between member nations has been inconsistent. OPEC’s production targets have generally served as a gentlemen’s agreement, with member nations often prone to producing more than their allotted quota of crude oil.
As a young Army paratrooper, much of my training was focused on learning to operate under chaotic circumstances. The battlefield is nothing if not chaotic, especially in the pitch black of night, which is how we often trained.
The Russell 1000 Value Index has generally underperformed the Russell 1000 Growth Index for the past decade, on average. Naturally, this leads to questions about when the tide may turn back in favor of value. Below, I highlight two of the key factors that I believe will influence performance during the next few years.