By Alessio de Longis, CFA, Senior Portfolio Manager, Invesco Investment Solutions
By and large, recent global economic data releases have shown signs of stabilization as most economies have begun the reopening process, confirming our Recovery regime initiated in June.
Our macro regime framework continues to indicate the global economy is moving into a recovery regime, confirming our expectation of an inflection in the business cycle. By and large, recent global economic data releases have shown signs of stabilization as most economies have begun the reopening process. Over the past two months, indicators from consumer confidence