Webinar replay: Sector rotation and asset allocation
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Learning: Unstructured
The pandemic might have started to fade into the background, but in 2022 so far, we’ve seen global markets reacting to rising interest rates, inflationary pressures, and the war in Ukraine.
In this on-demand webinar, András Vig, multi-asset strategist at Invesco, described how he thinks markets had been impacted by these events after the first quarter of the year and analysed the performance of US stocks around the outbreak of hostilities. He also gave an update on his model sector allocations which were published in the last edition of his quarterly report Strategic Sector Selector.
We were also joined by Hamish Preston, Director U.S. Equity Indices at S&P Dow Jones Indices, to hear from him on the global applications of S&P 500® sectors.
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
This marketing communication is for discussion purposes only and is exclusively for use by professional investors in the UK. It is not intended for and should not be distributed to, or relied upon, by the public.
Data as at 26 April 2022, unless otherwise stated.
Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.
Investment strategies involve numerous risks. The calculations and charts set out herein are indicative only, make certain assumptions and no guarantee is given that future performance or results will reflect the information herein. Past performance is not a guarantee of future performance. All data and performance shown is historical unless otherwise indicated. Investors should consult their own business, tax, legal and accounting advisors with respect to this proposed transaction and they should refrain from entering into a transaction unless they have fully understood the associated risks and have independently determined that the transaction is appropriate for them. In no way should we be deemed to be holding ourselves out as financial advisers or fiduciaries of the recipient hereof and this document is not intended to be "investment research" as defined in the Handbook of the UK Financial Conduct Authority.
This material may contain statements that are not purely historical in nature but are “forward-looking statements.” These include, among other things, projections, forecasts, estimates of income, yield or return or future performance targets. These forward-looking statements are based upon certain assumptions, some of which are described herein. Actual events are difficult to predict and may substantially differ from those assumed. All forward-looking statements included herein are based on information available on the date hereof and Invesco assumes no duty to update any forward-looking statement. Accordingly, there can be no assurance that estimated returns or projections can be realized, that forward-looking statements will materialize or that actual returns or results will not be materially lower than those presented. All information is sourced from Invesco, unless otherwise stated.
This material has been issued by Invesco Asset Management Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.
