PensionLink

Our quarterly newsletter PensionLink keeps you informed on market movements and the global outlook while providing updates in retirement planning. Our investment experts from around the world provide their views on current events with Asian managers giving particular local insight. Stay up-to-date on important investment news and read PensionLink.

Editions

Expand all
Collapse allExpand all

Q1 2017

How pension investors should position themselves in light of the current environment.

 How pension investors should position themselves in light of the current environment.

 

The US reported a gain of 235,000 jobs and healthy wage growth in February, setting the stage for the Federal Reserve to continue to raise interest rates in 2017 after the 25bp hike in March. Invesco has a positive global outlook for developed markets. With liquidity conditions expected to remain favorable, growth conditions are likely to gradually improve. However, the uncertainty over policies and structural matters may keep markets somewhat volatile. Invesco navigates the investment landscape and provides you with global events that affect your pension.

Q4 2016

Asian corporate earnings for 2017

 Asian corporate earnings for 2017


This year, Asia ex Japan earnings growth is expected to be largely flat after the consensus’ ongoing downward revisions throughout the year. With limited top-line growth worldwide, Asian companies are finding ways to enhance earnings. We believe the bottoming-out of earnings will be a key factor in support of Asia ex Japan equities. Our view that fiscalyear 2017 margins should be relatively resilient is twofold. First, Asian companies should see an improvement in earnings from tighter expense controls. Second, we believe the decline in input prices will provide relief for consumers as well as specific industries that are reliant on raw material inputs, including manufacturers, refiners and transportation companies. Similarly, after rounds of monetary easing, lower financing costs will also provide a better operating environment for corporates.
 

Archive

 

Missed out an issue when you went off on holiday or business trip? Check out the past editions here.