Just days into the new year, Omicron continues to spread and the U.S. Federal Reserve has turned hawkish. So does this change our 2022 outlook? Not dramatically, but we offer a few notable updates.
Comments Off on Have Omicron and the U.S. Federal Reserve changed our 2022 outlook?Emerging market underperformance has entered a late stage, but Talley Léger says potential opportunities have begun to present themselves across the region.
Comments Off on Challenges and opportunities in emerging market stocks
The U.S. Federal Reserve made a hawkish pivot last week. Kristina Hooper examines the implications for markets, with a focus on tech stocks, and discusses what may come next.
Comments Off on Markets react to the U.S. Federal Reserve’s hawkish turn
The Federal Open Market Committee’s (FOMC) December minutes revealed a more hawkish stance than many investors expected to see from the U.S. Federal Reserve (Fed). Brian Levitt and Talley Léger break down what this may mean for markets.
Comments Off on 10 thoughts about a more hawkish U.S. Federal Reserve
Kristina Hooper shares 10 predictions for markets in the new year, including her view that emerging market stocks could take market leadership over U.S. stocks.
Comments Off on Market predictions and investment resolutions for 2022
Senior Portfolio Manager Todd Schomberg, from the Invesco Fixed Income (IFI) team, shares the team’s global outlook for inflation, growth, and interest rates, and where they expect to see opportunities in fixed income markets in 2022.
Comments Off on Global fixed income outlook for 2022
