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Investment Perspectives

Feature
Diversification Dynamics
International Intelligence

CIO Clas Olsson shares his views on international markets and opportunities for long-term investors. (11/18/09)

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Articles and commentaries
Retirement Reform
Kathryn Capage discusses the top three legislative issues affecting retirement plans. (11/06/09)
Watch | Listen | Download (3.89 MB)

Diversification Dynamics
Portfolio Manager Scott Wolle details his risk-balanced approach to asset allocation. (10/30/09)
Watch | Listen | Download (4.72 MB)

International Markets Review and Outlook
GDP can be a useful framework for identifying new economic trends that offer compelling investment opportunities. (10/30/09)

Focusing on Fixed Income
Karen Dunn Kelley talks about Invesco's approach to fixed income and her outlook for this asset class. (10/23/09)
Watch | Listen | Download (5.29 MB)

Changing Landscape Creates New Investment Opportunities
GDP can be a useful framework for identifying new economic trends that offer compelling investment opportunities. (10/19/09)

A Conversation with Wilbur Ross
The chairman and CEO of WL Ross & Co. discusses his views on the economy. (10/15/09)

Rock or Hard Place?
Senior Managing Director and CEO Phil Taylor talks about finding a better option in a confusing marketplace.  (10/1/09)

Emerging Markets: Coming of Age
Emerging markets have come of age during the first decade of the new century. In today’s slow-growth global economy, emerging markets may offer an opportunity for growth, higher returns and potentially valuable diversification. (10/5/09)

Economic Outlook
John Greenwood, Invesco's London-based chief economist, says that global economic growth has turned upward and continues to improve sooner than he had expected. (PDF) (10/5/09)

Uncovering Cash: What's in Your Money Market Fund?
Many investors know about the companies behind their stock investments, or the municipalities backing their bonds. But ask them about their cash investments, and they're stumped. With today's market conditions spurring an increased interest in cash funds, it's time to boost your knowledge about what "cash" really means. (8/13/09)

China Pulse Check
Samantha Ho, portfolio manager of AIM China Fund, sees signs of recovery in China's economy. (8/4/09)

Looming Inflation: Preparing Your Portfolio
While economists debate whether deflation or inflation poses the greater risk to investors today, investors who focus now on compensating for a potentially inflationary environment may have an opportunity to offset investment losses from traditional asset classes. (7/14/09)

A Consumerless Recovery
Consumers have cut back on trips to the mall and it's likely they'll stay away for a while. A focused, bottom-up investment methodology is key to uncovering opportunities in the battered consumer discretionary sector. (7/14/09)

Navigating Global Equity
Erik Granade, chief investment officer of Invesco Global Equity, believes that while significant risks in U.S. and international stocks exist near term, equity valuations are favorable from a longer term perspective. (4/24/09)

An Economic Dialogue
Senior Managing Director and CEO Phil Taylor talks openly with Chief Economist John Greenwood about inflation, economic recovery and what investors can do to prepare for whatever lies ahead.  (4/9/09)

Credit Crisis in Four Words
Karen Dunn Kelley, CEO of Invesco Worldwide Fixed Income, gives simplifying the credit crisis a college try — and explains why investors have every reason to be optimistic about fixed income. (2/6/09)

Defensive Positions
Veteran Portfolio Manager Rob Lloyd, who leads AIM Summit Fund and AIM Constellation Fund, talks about defensive plays he has made to better position the funds for difficult markets. (12/19/08)

Not All Dividend Cuts Signal Financial Distress
Paul Curbo, portfolio manager for Invesco Real Estate, says reduced REIT dividends may indicate prudent management in today's tight market. (12/19/08)

Getting Back on Track
Finding the real culprit behind portfolio performance in today's market may require digging into the complexities of that seemingly simple word: risk.  (11/05/08)

 

Highlights
Trendless and Volatile
Trendless and Volatile
Today's markets, like those of the '70s, require an active approach to finding value, says CIO Ron Sloan (11/13/09)
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Bump in the Road to Recovery?
Bump in the Road to Recovery?
Samantha Ho, portfolio manager of AIM China fund, discusses her views on China's economic outlook and growth potential (11/17/09)

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