Opportunities Amidst Divergence

This mid-year investment outlook from Invesco highlights the economic and market trends shaping asset allocation strategies for 2024.

• Global Growth: Despite restrictive monetary policies, global growth remains resilient, with the U.S. showing some cooling and Europe and Japan improving.
• Inflation and Rates: Disinflation continues at varied paces, with rate cuts expected in Europe before the U.S., while Japan maintains a tightening stance.
• Market Opportunities: Risk assets, particularly equities and non-USD assets, are poised for gains amid rate cuts and improving global manufacturing.

For a comprehensive analysis of asset class strategies and risks, access the full report.