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Global Equity Income: reflections three years on

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Learning: Unstructured

Stephen Anness, Head of Global Equities

The last three years have been turbulent for global markets. We’ve had a new president in the US, a carousel of UK prime ministers and chancellors, the war in Ukraine, rising inflation and interest rates, and a global pandemic to name a few events which have caused uncertainty for investors.

In this short video update, Stephen reflects on the last three years since he took over as Head of the Henley-based Global Equities team in January 2020..

He shares what he and the team have been doing in their portfolio, how performance has been and what he thinks the outlook might be for both global equities and income funds.

Investment risks

The value of investments and any income will fluctuate (this may partly be the result of exchange-rate fluctuations) and investors may not get back the full amount invested.

Important information

All information as at 23 March 2023, unless otherwise stated.

This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.

Views and opinions are based on current market conditions and are subject to change.

Issued by Invesco Fund Managers Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.

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