As “value” investors, we recognize that our opinions often cut against the grain. We also recognize that even the best investors are wrong quite frequently and we believe that not knowing the price for being wrong can be catastrophic.
So long, bond bull marketSubscription
Key drivers shaping bond markets have changed. Keeping a global perspective and knowing which macro signals to watch for can help you prepare for changes in bond yields. The world is slowing adjusting to the idea that monetary policy will transition to stimulative fiscal policy.
UK residential investment: Assessing the market fundamentals supporting the UK Build-to-Rent sectorSubscription
Despite the UK voting for Brexit on 23 June 2016, the underlying market fundamentals that have been driving the potential opportunities in the UK Build-to-Rent sector (also known as the Private Rented Sector) continue to remain sound, in Invesco Real Estate’s view.
Cities of the futureSubscription
Will 2017 herald a commodity bull market?Subscription
After commodity prices bottomed in early 2016, demand is outstripping supply once again, suggesting the next bull market may be approaching. Across commodity markets as a whole, we expect 2017 to be another positive year.
Behavioural Interventions Series: Paper Three Committed, Disengaged, Suspicious or Falsely Secure - What type of pension saver are you?Subscription
Saving for retirement is for most a complex and inaccessible topic, which is perhaps why many people switch off rather than engage with it head-on.
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Each month IPE surveys around 100 asset managers with one or more European segregated mandates for their predictions for equities, bonds and currency markets in the next 6 to 12 months
What a difference a month makes. With the previous indicator poll taken days before the US election, these results illustrate how managers have digested markets’ reactions to the outcome. If the pre-election responses could be described as cautious, post-election sentiment could be described in the increasingly familiar tone of the newest world leader, as “really, really amazing”....read more