What will happen to commercial real estate values in 2025?

Key takeaways: CRE lenders staying the course, Value growth in 2025 highly likely, Stay measured

Alternative Opportunities for Insurers | Q2 Update

The Invesco Solutions team shares their latest views on private credit, private equity, and real assets.

Episode 295: Opportunities in Public Markets: Finding Relative Value in Fixed Income

Matt Brill, Head of North America Investment Grade Credit at Invesco, discusses finding value in fixed income, credit sector opportunities, and how insurance investors can navigate timing risk in today's evolving bond market.

Capital Market Assumptions – Q1 Update

Invesco’s long-term outlook utilizes a building block approach to estimate asset class returns, risk, and correlations relative to history and aid in allocation decisions.

“Liberation Day” Tariff Announcement

Real Estate Occupancy: The Starting Point Matters

Preparing for the Next Chapter in Private Credit

Private Credit: Investment Insights for 2025

CLO equity: Not Your Average Asset Class

S&P 500 Equal Weight: Why Now

Insurance Outlook 2025

2025 Senior Loan & CLO Market Outlook

What’s on the Minds of Insurance CIOs with Invesco’s Pete Miller

Opportunity in real estate credit

2025 Investment Outlook: After the landing

Bond Market Insights for Insurers

Episode 255: CLO Market Pulse with Ian Gilbertson of Invesco

Ian Gilbertson is the CLO Portfolio Manager and Co-Head of U.S. CLOs at Invesco.

Alternative Opportunities for Insurers | Q4 Update

2024 Long-Term Capital Market Assumptions – Q3 Update

US and global commercial real estate outlook — looking beyond 2024

Yields have remained attractive and may maintain positive relative value

Episode 241: What insurance investors should know about the US election with Invesco’s Andy Blocker

Andy Blocker is the Global Head of Public Policy and Strategic Partnerships at Invesco.

Trump vs. Harris: Election changes course

Alternative Opportunities for Insurers | Q2 Update

2024 Long-Term Capital Market Assumptions – Q2 Update

Bank Loans in the Time of Higher for Longer

Episode 227: Navigating Real Estate Market Dislocation with Invesco’s Bert Crouch

Bert Crouch is the Head of North America at Invesco Real Estate

Timely insights: ETF usage in insurance general accounts webinar replay

Midyear Investment Outlook: Opportunities Amidst Divergence

Global Fixed Income Strategy Report

The Case for Senior Loans

Real Estate Equity and Debt Securities Market Indicators

Alternative Opportunities for Insurers | Q1 Update

S&P 500 Equal Weight: Why Now

2024 Long-Term Capital Market Assumptions – Q1 Update

Episode 203: Shifts and Opportunities in Insurance Asset Allocation with Invesco’s Pete Miller

Pete Miller is the Head of Insurance Solutions, Multi-Asset Strategies at Invesco.

Navigating the direct lending landscape

Insurance Outlook 2024

Why consider senior loan ETFs?

2024 US Loan Market Outlook

Opportunity or caution? The outlook for European and Asian real estate

Where Insurance Company Assets Are Headed with Invesco's Pete Miller

Welcome to Compound Insights, a podcast by CFA Society New York. I'm your host, Rob Rowan. Today, we're speaking with Pete Miller, CFA. He is head of insurance solutions for Invesco's multi asset strategies group.

Alternative Opportunities for Insurers

The current environment is extremely conducive to executing conservatively structured transactions. This aligns well with most insurers’ philosophy of strong risk management on both sides of the balance sheet.

2024 Investment Outlook

After nearly two years of policymakers fighting inflation, our 2024 outlook centers on the balance between growth durability versus the stickiness of inflation. Despite several quarters of restrictive monetary policy, the global economy — particularly in the US — has remained remarkably resilient. We think the global economy is entering a brief period of below-trend growth driven by recent monetary policy tightening, which we believe markets have already partially priced in. Questions remain over the path of inflation, however. In our view, the disinflation process will continue over our outlook horizon, and growth will slow further in H1 before starting to improve in H2, starting in the US. As inflation softens and policymakers begin to introduce rate cuts, we look for risk assets to see renewed strength.

Episode 182: Deep dive into institutional ETFs with Invesco’s Emily McKinley

Emily McKinley is the Head of Institutional ETFs and Models at Invesco.

Real Estate Equity and Debt Securities Market Indicators

Listed real estate common stock ended the third quarter of 2023 trading at significant discounts to net asset value across most geographies and sectors. Property fundamentals remain resilient across residential, industrial and specialty sectors while the office sector continues to face headwinds in many countries. North America and Asia Pacific regions continue to showcase stronger fundamentals relative to Europe. Real estate valuations in aggregate are less demanding versus the multiple on broader equities. Real estate fixed income yields continue to maintain a spread versus the broader fixed income market.

Global Fixed Income Strategy Report: October 2023

Third quarter US GDP data surprised to the upside, and most US data point to a stronger than expected impetus to economic growth. Consumption continues to drive growth - the labor market is solid, and, as inflation has come down, real incomes have improved. These factors have supported US growth in the most recent quarter.

Episode 175: Distressed Credit and Special Situations with Paul Triggiani of Invesco

Paul Triggiani is the Managing Director and Head of Distressed Credit and Special Situations at Invesco Private Credit.

2023 Long-Term Capital Market Assumptions – Q3 Update

Markets have outperformed expectations heading into this year, with equities rebounding significantly (quality inside the US and value outside of the US being the two dominant factors) from the lows of 2022 and credit outpacing government bonds.

US Loan Market Snapshot: September 2023

During September, loans outperformed high yield and investment grade, which returned -1.16% and -2.45%, respectively, and year-to-date are also outpacing the 5.97% and 0.45% returns for high yield and investment grade bonds respectively.