The key themes in global bond markets over the past month

Portfolio Managers Andy Acker and Agustin Mohedas explain why shares of companies delivering next-generation therapies for inflammation and immunology (I&I) disorders could have plenty of room to run.

In this short video update, Invesco Fund Manager Stuart Edwards shares his thoughts on where bond markets are headed and why flexibility is more important than ever.

In the quest for net zero, approaches based solely on emissions could increase portfolio concentration risk, slow the transition and limit investment growth. We highlight an alternative approach.

A flood of new global sovereign debt will affect market dynamics

Investors need to balance concerns about the macro-outlook with exploring exciting micro-opportunities to identify worthwhile sustainable opportunities in 2023, according to Mike Fox, Head of Sustainable Investments at Royal London Asset Management

Interest-rate pauses by the US Federal Reserve and the Bank of England reflect the central banks’ progress in the inflation fight and a desire not to restrict economies more than necessary.

Niklas Nordenfelt, Head of High Yield, and Phillip Stusser, Senior Portfolio Manager at Invesco, discuss how US high yield has fared in the last three major recessions and how this time might be different.

Why should investors consider rethinking their approach to aligning to net zero? Because in our view many current solutions, which focus on today’s low-carbon companies, have real flaws.