Invesco EMEA

Chinese artificial intelligence (AI) start-up DeepSeek shocked markets with its release of an AI model that it said had been developed for a fraction of the cost of the industry-leading models in the US. Our experts address the critical questions that arose following the news. If you’re a professional investor, find out more.

For professional investors only. Capital at risk. Join us on 26th February 2025 for our first webinar of the year. Which will include a panel of our expert fund managers as they recap the current market outlook. Looking at positioning, rates, credit quality, defaults. Followed by a Q&A and further discussion about diverse solutions in #fixedincome. Register today: https://bit.ly/3POuxQA

For professional investors only. Important market information came fast and furious from all parts of the globe last week. Chief Global Market Strategist Kristina Hooper discusses the issues that caught her attention, including discussions about government debt at the World Economic Forum in Davos, headlines from the first week of President Trump’s new term, the Bank of Japan’s latest rate hike, and some thoughts about the developing DeepSeek news.

For professional investors only. We had a great lunch and conversation yesterday with our Fixed Income team reflecting on the unexpected challenges of 2024 and looking ahead to the opportunities and trends for the coming year.

For professional investors only. Chief Global Market Strategist Kristina Hooper addresses some of the most common queries she’s gotten from clients over the past few weeks. Among them: Will we see a resurgence in US inflation? Implementation of significant tariffs? Continued growth in China’s economy? And what’s going on with the 10-year US Treasury yield?

For professional investors only. The US economy experienced higher job growth in December, leading to a market downturn as concerns about inflation rose. But Chief Global Market Strategist Kristina Hooper notes that the US also saw an easing in wage growth, which is arguably the most important contributor to inflation. Kristina thinks the market drop was an overreaction, but she says that the totality of data releases last week led markets to temper their expectations around Federal Reserve rate cuts in 2025.

For professional investors only. December was a challenging month for global equities. European and UK markets fell, with the BoE signalling fewer rate cuts. US stocks ended 2024 lower, and Asia-Pacific markets lost ground. However, emerging market equities rose, driven by gains in Asia-Pacific, while the Middle East and emerging Europe also saw positive performance. Read our full December roundup for more insights on market trends and movements.

For professional investors only. December was a challenging month for global equities. European and UK markets fell, with the BoE signalling fewer rate cuts. US stocks ended 2024 lower, and Asia-Pacific markets lost ground. However, emerging market equities rose, driven by gains in Asia-Pacific, while the Middle East and emerging Europe also saw positive performance. Read our full December roundup for more insights on market trends and movements.

Professional Investors only. The gold price was down 0.7% in December, after the Fed cut interest rates as expected but reduced its forecast for further cuts in 2025. Read our latest gold monthly update to find out more. Capital at risk. https://lnkd.in/eTisKMmt

For professional investors only. Geopolitical instability, supportive policymakers, and positive stock performance. Those were key factors that influenced markets in 2024 — and Chief Global Market Strategist Kristina Hooper expects all of them to continue in the new year. Read the highlights in her first #WeeklyMarketCompass of 2025.