ESGF News and Press, Invesco Global ESG Revenue ETF Invesco Exchange-Traded Fund Trust II From 09/18/19

By Erik Knutzen, Chief Investment Officer - Multi-Asset Class Gloomy market trends have collapsed. So, are investors less gloomy about the economy? If we opened today's Perspectives with the news that equity markets are up modestly in the third quarter, you might not be impressed. Bu...

We identified geopolitical risk as the key market driver in the second half of 2019 in our midyear investment outlook . The UK is the latest example, where deep divisions over a potential Brexit have unsettled the political landscape, paving the way for a broader set of potential outcomes...

The markets closed last week in a bullish mood on the news that (stop me if you've heard this one before) the US and China will be back at the negotiating table in October. You don't say! Oh but this time we have schedules and a list of attendees so it is totally different. h/t @StockCats ...

The global economy is growing moderately, but that’s a great deal better than news headlines imply. World GDP is likely to expand by 2.8 percent his year, inflation-adjusted. That’s down from 3.4 percent two years ago, but still decent growth. That forecast and the more specifi...

Global tensions ratcheted down this past week which led to rallies in all financial markets, a slightly steeper yield curve, a decline in the dollar, and higher commodity prices except precious metals. Specifically, Hong Kong's government backed down on the extradition bill with Chinese appr...

Data Source: Bloomberg Mid-Cycle or Last Stop Before Recession? Source: istockphoto.com “Don’t trust everything you see… even salt looks like sugar.” - Anonymous Taking Inventory Of The Global Macro Landscape – What To Emphasize? From a se...

U.S.-China trade tensions have escalated, echoing our midyear outlook protectionist push theme, and bond yields have fallen to new lows. We do not see a near-term recession, with no clear signs of financial vulnerabilities and central banks helping to extend the cycle. Yet, the protectioni...

With all that's going on in the world right now, the constant news flow, twittering and tariffing, recession obsession, and, of course, a little extra market volatility here and there, it might seem strange for me to write about what is a somewhat obscure and long-term focused topic. But if ...

China is in the process of attempting to restructure its economy from a capital-intensive, investment-led model to a more Western-style, consumption-driven model, without the onset of a recession or crisis. This transition is made all the more difficult by the fact that the Chinese government ...

We are in a late cycle environment in which macro conditions are increasingly signaling deterioration, and this fact alone calls for nuanced portfolio construction. However, our macroeconomic analysis suggests that the economic softening so far has been largely offset by central banks around t...