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Wilbur Ross Keynote at Invesco Global Client Conference
Wilbur Ross, CEO of Invesco WL Ross & Co. and Chairman of Invesco Private Capital, gave the keynote address at Invesco's 2008 Global Client Conference on October 2. Wilbur spoke about recent market conditions, the congressional rescue plan and what the future might bring. Read the transcript.
Pensions & Investments Webcast:
Chaos on Wall Street Part II - What it Means to Institutional Investors
Invesco's Investment Strategist Diane Garnick participated in a panel discussion of leading investment thinkers on the recent market turmoil and potential opportunities for institutional investors.
View the Webcast.
The Webcast is as of October 2008 and has been redistributed with permission from Pensions&Investments. The opinions expressed are those of the speakers at the time of the Webcast, are based on current market conditions and are subject to change without notice. There is no guarantee that these views will come to pass. This is not to be construed as an offer to buy or sell any investment security and should not be relied upon as the sole factor in an investment making decision. This does not constitute a recommendation of the suitability of any investment strategy for a particular investor. Past performance is not a guarantee of future results.
Invesco Multi-Strategy Capability Grows to $100 Million
Invesco announced it now manages more than $100 million in assets for clients in its Multi-Strategy investment capability, a highly diversified strategy incorporating several of Invesco's best public market, absolute return-oriented capabilities. Click here to read the press release.
Private Sector Investment Fuels Infrastructure Expansion in Emerging Markets
Economic growth and urbanization in a number of emerging markets is fueling increased demand for new infrastructure. With most governments financially ill-equipped to address shortages of roads, transportation, power, energy and industrial technologies, private investment has become critical. At the same time, investor weariness with traditional capital markets has fueled increased attention on infrastructure assets. Read the White Paper.
There is No Accounting for Politics
The great debate surrounding a relatively new accounting rule, 'marking to market', is well under way. Prior to making any judgments about the relevance of this accounting change, or its impact on the market, it is crucial to think about changes like this one in a historical sense. Accounting does not add to the volatility of earnings or balance sheets, it simply makes the volatility that already exists easier for investors to identify and analyze. Right now we have the opportunity to provide much needed transparency to investors enabling us to make informed decisions about which companies to buy, sell or hold. Read More.
Invesco Vet Talks Quants, 130/30
Russ Kamp, CEO of Invesco Quantitative Strategies, was profiled in a recent issue of Investment Management Weekly. Read the article to learn why Invesco is able to offer so many tailored quantitative options to clients and how long/short investing can be an effective all-weather strategy. Read the article.
The Bears Fight the Fed & The Bears Win
For many investors, merely holding cash is simply not an option. In this note we outline several investment strategies that have the potential to pay off handsomely in this relatively chaotic environment. Read more.
Invesco WL Ross and Huaneng Capital Services Sign Joint Venture Agreement; Strategic Move to Tap Into Private Equity Investments in Power
Generation in China
Beijing, September 16, 2008 - Invesco WL Ross, which combines the strength of the private equity expertise of WL Ross & Co. with Invesco's experience and knowledge in China, and Huaneng Capital Services, a subsidiary of China Huaneng Group, the largest power producer in China, today announced formation of the joint venture Huaneng Invesco WLR Investment Consulting Company Ltd. (the joint venture) at a formal ceremony held in the prestigious State Guest House in Beijing. Read the press release.
Invesco Quantitative Strategies Adds Research Analyst
New York, September 9, 2008 - Invesco announced Robert Ginsberg, CFA, has joined Invesco Quantitative Strategies (IQS) as quantitative research analyst. Ginsberg joins a team of researchers developing U.S. equity stock selection and global asset allocation models. Read the press release.
Invesco Quantitative Strategies Adds Research Analyst
Invesco announced that Andrew Waisburd, Ph.D., has joined Invesco Quantitative Strategies as quantitative research analyst. Waisburd joins a team of researchers developing U.S. equity stock selection and global asset allocation models. Read the press release.
Invesco Institutional Strengthens US Sales, Client Service and Consulting Team
In a move that will significantly strengthen its ability to market Invesco's broad range of investment capabilities and further strengthen relationships with consultants, Invesco Institutional announced three new appointments to its US Sales, Client Service and Consulting team.
Invesco Joins S&P 500
Invesco, which transferred its primary listing to the New York Stock Exchange from the London Stock Exchange in December, had its common shares added to Standard & Poor's 500 Index after the close of trading on August 20, 2008.
 | Boost for Value as the Energy Bubble Bursts?
In a recent Bloomberg TV appearance, Invesco's Investment Strategist Diane Garnick discusses energy use in emerging markets, the current capitalization and credibility crises in the financial sector, and what this might mean for the value and growth indices. Some information in this video may be dated. Therefore none of the information presented should be relied upon as the basis for any investment decision. The opinions expressed are those of Diane Garnick at the time of the interview and are subject to change. This is not to be considered a solicitation or recommendation to buy or sell any investment securities. 6045-07/08 © 2008 Bloomberg L.P. All rights reserved. Used with permission. Visit www.bloomberg.com |
Beyond Long-Only: Harnessing the full power of stock selection with Directional Long/Short
Directional Long/Short, or 130/30, strategies have rapidly evolved into a highly sought-after capability. They have also become a source of debate in the financial press following varied investment performance in the past year. Learn about three primary predictors of success for managing directional long/short portfolios.
| Invesco's Mr. Fix It
Invesco was featured as the cover story of Institutional Investor's June 2008 issue. Read the story to see how Marty Flanagan, Invesco President & CEO, has turned Invesco "into one focused company." |
Current State of the Bank Loan Market
Leveraged Commentary & Data (LCD), a division of Standard & Poors, often conducts panel discussions with prominent market players to hear their views on topical issues. In June, LCD's Steve Miller sat down with Bram Smith of Bankers Trust and Invesco's own Greg Stoeckle to discuss current trends in the loan market and where the market is going from here. Click here to download the pod cast. The audio cast is as of June 2008 and has been redistributed with permission from S&P. The opinions expressed are those of the speakers at the time of the audio cast, are based on current market conditions and are subject to change without notice. There is no guarantee that these views will come to pass. This is not to be construed as an offer to buy or sell any investment security and should not be relied upon as the sole factor in an investment making decision. This does not constitute a recommendation of the suitability of any investment strategy for a particular investor. Past performance is not a guarantee of future results.
Interview with Invesco's Karen Dunn Kelley
In the June 2008 issue of Money Fund Intelligence, Karen Dunn Kelley, Chief Executive Officer of Invesco Worldwide Fixed Income, discusses her history in the money management industry as well as a variety of topics surrounding Invesco Worldwide Fixed Income including their approach to safety, liquidity and yield; and managing funds outside the United States.
Reprinted with permission from Crane Data 6/08. While Invesco believes the information presented in this article to be reliable and current, Invesco was not involved in writing the article and cannot guarantee its accuracy. Further circulation, disclosure, or dissemination of all or any part of this material is prohibited. This article is provided for educational & informational purposes only and is not an offer of investment advice or financial products. The opinions expressed are current as of the date of the article and are subject to change without notice.
Alternative Investment Solutions
With over $60 billion in alternative strategies, Invesco understands the important role alternatives can play in helping investors achieve their long-term investment objectives. Our recently published brochure explains how incorporating these investments into an investment portfolio can enhance diversification and the potential for greater risk-adjusted returns.
Quant's Edge in Managing 130/30
While we are advocates of our clients diversifying their exposure across both quantitative and fundamental directional long/short approaches, we strongly believe that a model-driven quantitative approach is better equipped to generate the most efficient means of alpha production and superior portfolio construction in the long run.
In the Game Again
Pensions & Investments features a "Face to Face" with Invesco President and CEO Martin Flanagan in its May 12, 2008 issue. Read the story to learn how "Martin Flanagan has transformed Invesco from a company in danger of being swallowed by rivals to a firm on the prowl."
 | | Bank Loans
As Managing Director and head of Invesco's Bank Loans team, Greg Stoeckle discusses his perspective on today's leveraged loan market. Greg shares his thoughts on bank loans as an asset class, why investors should be interested in leveraged bank loans, current market conditions as well as his insights and recommendations to investors. |
Strategies for Mitigating Turbulence Risk
Whether or not we choose to classify recent market behavior in the United States as "turbulent" or perhaps the more benign term, "volatile," there is little doubt that equity markets, and to a lesser extent fixed income markets, have in recent months raised the level of angst among plan sponsors and individuals thinking about their retirement assets. Given the damage that sharp financial downturns can inflict on pensions and retirement savings accounts, we believe it is important to factor "turbulence risk" – i.e., the threat of a major draw-down – into the asset allocation decisions of investment portfolios.
Debunking 130/30 Benchmarks
On the heels of still relatively new directional long/short strategies, actively managed indexes are emerging to benchmark their performance. While on the surface this might seem like a good idea, Russ Kamp, Head of Invesco Quantitative Strategies, argues that this trend is in fact misguided. Investors should instead stick with the same indexes to which they compare their long-only managers since the use of shorting in directional long/short investing is no different than making active under-weight decisions in a long-only portfolio.
* As of 6/30/2008
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