Invesco Australia

Cracks are opening up in global economies around the world, with increasing unemployment a bellwether for softening conditions. A tipping point is on the horizon, but central banks remain wary.

Senior secured loans make an attractive proposition in an inflationary environment, says Invesco’s Ashley O’Connor, especially when returns are stable and company defaults are at low tide.

Despite the recent renaissance of so-called ‘value’ investing, sustained underperformance has wiped out the longer-term gains traditionally attributed to this style of investing. Yet headlines and fund manager communiques remain full of hope for the sector. Is value investing dead forever? Or what is even alive? These are questions that Invesco’s Australian Equities team recently…