IIGV News and Press, Invesco Investment Grade Value

2023-04-02 05:04:00 ET Summary Over the past several weeks a remarkable shift in the market’s perception of growth, inflation and policy trajectories means investors should consider calling the market equivalent of a time-out to reassess portfolios. Importantly, as the Fed&...

2023-04-02 04:50:00 ET Summary We’ve talked a lot over the years about the shape of the yield curve, how that is a market signal, how that is telling us something about the future, about potential asset market returns. What’s our thoughts? US debt is considered the r...

2023-03-31 06:30:00 ET Summary Slower growth and tighter financial conditions could mean a lower terminal rate and bring forward the timing of the first rate cut. While front-end yields have declined in recent weeks, they are still near multi-decade highs and may remain here as in...

2023-03-31 03:30:00 ET Summary Pricing the damage: Financial cracks and economic damage are emerging from the fastest rate hiking cycle since the 1980s. What matters: how much damage is in the price and our assessment of market risk sentiment. Rethinking bonds: We see higher yield...

2023-03-30 13:15:00 ET Summary The bond market saw the US Treasury close the quarter with unprecedented volatility, spurred by the banking crises that began on March 9th. The volatility since the Federal Reserve stepped in and insured Silicon Valley Bank depositors on March 10th&#...

2023-03-29 03:27:00 ET Summary We believe credit fundamentals should weaken in the unfolding environment, but to a manageable extent, given their strong starting point. Recent results show companies meeting lowered expectations with a slowing macro environment weighing on forward ...

2023-03-29 01:35:00 ET Summary Investors are asking if the tide is still going out, whether credit seizures in the economy and markets are getting worse, or if the situation is improving. A comparison of the pace of investment grade debt issuance in 2022 and 2023 reveals a flatlin...

2023-03-28 21:52:00 ET Summary If the recent crisis of confidence was created by bigger concerns about inflation and sharp moves in rates, the focus now is more on Alpha, the issuers in credit markets. Another drag on bank risk comes from the US regional banks. Significant vol...

2023-03-27 11:25:00 ET Summary It makes sense to prepare for the turning point in this cycle - but not by returning to the winners from the last cycle. Growth would slow and unemployment would rise, and while credit defaults would remain low for the time being, a decline in corpor...

2023-03-22 06:28:00 ET Summary Recent uncertainty, instigated by the issues seen across the financial sector, has led to a change in investment flows seen across exchange traded funds. A change in investment flows can be seen over the month of March as equity market volatility has...