Invesco released the “2026 Investment Outlook” today. Brian Levitt, chief global market strategist at Invesco, said he believes the global stock market is expected to continue to rise in 2026. He pointed out that the current macroeconomic environment supports non-US assets. He believes that falling US interest rates and expanding government spending in Europe, Japan, and China should help boost the global economy and lead the global economy out of the mid-term slowdown in the economic cycle. Brian Levitt said he is confident of the continued growth of enterprises in 2026, encouraged by the central bank's policy direction and financial support, and emphasized the need to keep in mind the need for diversified allocations as market trends change. Despite uncertainties in 2025, the economy showed resilience and the market recorded strong returns. It is believed that the global stock market will continue to rise in the new year and unleash new opportunities as the dominant forces in the market evolve. Zhao Yaoting, a global market strategist at Invesco Asia Pacific, said that China and other Asian markets have shown strong performance in 2025, and several asset classes are expected to continue this trend in 2026. In the context of favorable policy support and continuous improvement in fundamentals, the Asian market provides investors with attractive investment opportunities for diversified allocations and adjusted portfolio deployments. Invesco pointed out that across regions, emerging market valuations are the most attractive, but there will be significant differences in performance. The bank is also focusing on other AI opportunities with more attractive valuations, particularly Chinese tech stocks.

Zhitongcaijing · 3d ago
Invesco released the “2026 Investment Outlook” today. Brian Levitt, chief global market strategist at Invesco, said he believes the global stock market is expected to continue to rise in 2026. He pointed out that the current macroeconomic environment supports non-US assets. He believes that falling US interest rates and expanding government spending in Europe, Japan, and China should help boost the global economy and lead the global economy out of the mid-term slowdown in the economic cycle. Brian Levitt said he is confident of the continued growth of enterprises in 2026, encouraged by the central bank's policy direction and financial support, and emphasized the need to keep in mind the need for diversified allocations as market trends change. Despite uncertainties in 2025, the economy showed resilience and the market recorded strong returns. It is believed that the global stock market will continue to rise in the new year and unleash new opportunities as the dominant forces in the market evolve. Zhao Yaoting, a global market strategist at Invesco Asia Pacific, said that China and other Asian markets have shown strong performance in 2025, and several asset classes are expected to continue this trend in 2026. In the context of favorable policy support and continuous improvement in fundamentals, the Asian market provides investors with attractive investment opportunities for diversified allocations and adjusted portfolio deployments. Invesco pointed out that across regions, emerging market valuations are the most attractive, but there will be significant differences in performance. The bank is also focusing on other AI opportunities with more attractive valuations, particularly Chinese tech stocks.