Invesco upgrades ex-US equities as it stays cautious
‘Shifting market dynamics are leading to downward revisions in US earnings’
tactical asset allocation
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Invesco staying defensive after Fed turns more hawkish
The firm is overweight fixed income versus equities and still favours US assets
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Invesco staying defensive with fixed income overweight as tariff headwinds loom
Quality and low volatility characteristics expected to outperform
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Invesco says growth and employment figures now driving markets as it takes defensive position
Tactical asset allocation update notes a fundamental shift
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Liontrust neutral on US equities due to small cap hopes
US smaller companies have underperformed and they now offer good value