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Invesco Research Hub
Explore a curated selection of 6 in-depth research reports from Invesco, covering critical topics from senior loans and CLOs to Asian equity market strategies. This hub provides professional-grade analysis to help investors navigate complex credit and global equity landscapes.
6 reports available
Global Fixed Income Strategy
Invesco's May 2026 strategy report projects a 'higher for longer' Fed stance due to sticky inflation while warning that markets are ignoring severe supply chain disruptions caused by the Iran conflict.
Senior Loans: Why NAV Drifts Lower While Total Return Stays Positive
Senior loan fund NAVs often drift lower over time due to structural factors like credit losses and limited price upside, but high floating-rate coupon income typically leads to positive total returns.
Pairing US and European AAA Rated CLOs to Enhance Income Opportunities
This report explores the benefits of combining US and European AAA-rated CLOs to enhance income and diversification for Asia-based investors. It highlights that USD-hedged European CLOs can offer spread premia and reduced correlation to US assets without sacrificing credit quality.
Midyear Investment Outlook Asia Equities
Invesco maintains a constructive outlook on Asia equities for the second half of 2026, driven by structural growth in AI and semiconductors and supported by attractive valuations relative to the US.
Nasdaq 100 Index Commentary April 2026
The Nasdaq-100 Index outperformed the S&P 500 by over 5% in April 2026, driven by strong technology sector earnings and reduced geopolitical tensions. Volatility fell sharply as AI-related semiconductor stocks, particularly Intel, reached historic highs.
Private Credit: Spreading Fact From Fiction
This report examines the growth and health of the private credit market, arguing that systemic risks are low despite recent headline-grabbing defaults. It emphasizes that 86% of the market remains in traditional drawdown funds, and performance is driven largely by manager selection.
All reports
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Global Fixed Income Strategy
Invesco · May 10, 2026
Senior Loans: Why NAV Drifts Lower While Total Return Stays Positive
Invesco · May 14, 2026
Pairing US and European AAA Rated CLOs to Enhance Income Opportunities
Invesco · May 14, 2026
Midyear Investment Outlook Asia Equities
Invesco · Jun 1, 2026
Nasdaq 100 Index Commentary April 2026
Invesco · May 14, 2026
Private Credit: Spreading Fact From Fiction
Invesco · May 13, 2026