ATLANTA, July 1, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its second quarter 2025 results on Tuesday, July 22. The earnings release and presentation materials are scheduled to be released and posted to the Investor Relations section of the Company's website, www.invesco.com/corporate, at approximately 7 a.m. ET. A conference call to discuss Invesco's results will be held at 9 a.m. ET on that day; the live audio webcast and replay can be accessed through the same website under Events and Ea ...

Group 1: Core Views - The US dollar index fell below 97, reaching a new low since February 2022, with a daily drop of 0.72%, while non-USD currencies strengthened significantly [1][4] - Morgan Stanley analysts predict a 40% chance of a US economic recession in the second half of 2025, primarily due to escalating tariffs leading to stagflation [2][6] - UBS Wealth Management's report indicates that the dollar index has dropped to a three-year low, with expectations of further weakening due to uncertainties in the US economic outlook and rising fiscal deficit concerns [5] Group 2: Non-USD Currency Dynamics - The Taiwanese dollar has appreciated significantly, with foreign speculative funds increasing, prompting Taiwan's central bank to request the exit of overseas investors engaging in speculative bets through ETFs [1][8] - Despite the strengthening of non-USD currencies, investors have reduced long positions in the Thai baht and increased short positions in the Indian rupee, while turning bearish on the Philippine peso for the first time since early March [1][9] - The trend of foreign investors using reverse ETFs to hedge against market risks while betting on the appreciation of the Taiwanese dollar has raised concerns about its impact on the export-oriented economy [8]

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Core Viewpoint - The Vanguard Growth ETF (VUG) is a popular choice for investors, tracking the CRSP US Large Cap Growth Index, which includes growth stocks from the S&P 500 [1] Group 1: ETF Composition and Performance - The Vanguard Growth ETF holds approximately 166 stocks, while its value counterpart, the Vanguard Value ETF (VTV), contains 331 stocks [2] - The Vanguard Growth ETF is heavily weighted in technology, with tech stocks making up 58.5% of its portfolio, and its top three holdings—Microsoft, Nvidia, and Apple—account for nearly 32% of its total holdings [3] - Over the past decade, the Vanguard Growth ETF has achieved an average annual return of 15.3%, outperforming the Vanguard S&P 500 ETF (12.8%) and the Vanguard Value ETF (10%) [5] Group 2: Comparison with Invesco QQQ Trust - The Invesco QQQ Trust has outperformed both the Vanguard 500 ETF and the Vanguard Growth ETF over the past decade, generating an average annual return of 17.7% [7] - The Invesco QQQ Trust is also tech-heavy, with 57.2% of its portfolio in the technology sector, but is less top-heavy than the Vanguard Growth ETF, with its top three holdings representing less than 25% of its portfolio [10] - The top holdings of the Vanguard Growth ETF and Invesco QQQ Trust are similar, but the weightings differ, with Microsoft at 11.3%, Nvidia at 10.3%, and Apple at 10.1% for Vanguard Growth, compared to 8.8%, 8.7%, and 7.3% for Invesco QQQ [11] Group 3: Investment Strategy - Both the Vanguard Growth ETF and Invesco QQQ Trust are suitable for growth investors, but the Invesco QQQ Trust is preferred due to its superior performance and less concentration in top holdings [12]

we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Today, we will look at the Invesco Variable Rate Preferred ETF (NYSEARCA: VRP ) portfolio and its holdings and try to make a guess about what kind of return we can expect from its portfolio in theAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and n ...

Core Insights - Invesco Commercial Real Estate Finance Trust, Inc. (INCREF) has provided $354.6 million in financing to Bridge Logistics Properties (BLP) for refinancing an industrial assets portfolio [1][3] - The portfolio consists of 24 properties totaling 2,454,761 square feet located in key states including California, Washington, Texas, New Jersey, New York, and Florida [2] - This financing aligns with INCREF's strategy of originating high-quality, income-generating loans secured by institutional quality assets in liquid markets across the US and Europe [3] Company Overview - INCREF is a perpetual life real estate investment trust focused on private credit secured by real estate, managed by Invesco Advisers, Inc. [4] - Invesco Real Estate, a global leader in real estate investment management, manages $85 billion in real estate assets and has a workforce of 605 employees across 21 regional offices [5] - Bridge Logistics Properties is a vertically integrated logistics real estate investment manager founded in 2021, led by experienced professionals from notable firms [7][8] Financial Strategy - The loan provided to BLP is characterized as a sub-70% loan-to-value loan secured by a diversified portfolio of well-leased, cash-flowing industrial properties [3] - With this financing, INCREF's portfolio now totals 61 loans representing over $3.6 billion in loan commitments across the US and Europe [3] Market Position - BLP focuses on value-driven investment strategies and collaborates closely with institutional capital partners, targeting coastal and gateway markets in the US [8] - Bridge Investment Group, the parent company of BLP, manages approximately $49 billion in assets and operates across various specialized asset classes [10]

Core Insights - Invesco's preliminary assets under management (AUM) for May 2025 reached $1.94 trillion, reflecting a 5.6% increase from the previous month, driven by strong market performance and net inflows [1][7] Summary by Category AUM Performance - The month-end AUM of Invesco was $1.94 trillion, up 5.6% from April 2025 [1][7] - The preliminary average total AUM for the quarter ending May 31 was $1.86 trillion, with an average active AUM of $1.04 trillion [2] Inflows - Invesco reported net long-term inflows of $6.1 billion for May, alongside non-management fee-earning net inflows of $6.3 billion and money market net inflows of $19.4 billion [2][7] - Strong market returns contributed to a $70 billion increase in AUM, while foreign exchange effects added $0.9 billion [2] Asset Class Breakdown - AUM under ETFs & Index Strategies rose to $522.8 billion, a 6.2% increase from the previous month [3] - Fundamental Equities AUM increased to $275.1 billion, up 5.4% from April 2025 [3] - Global Liquidity AUM saw a significant increase of 10.2%, reaching $207.1 billion [3] - AUM for QQQs rose 11.5% to $333.6 billion, while Private Markets AUM increased by 1.3% to $129.1 billion [4] Challenges and Outlook - Despite macroeconomic challenges, Invesco's strong performance in May, characterized by robust market returns and increased net inflows, supports its financial stability [5] - The company's diverse product offerings and global presence are expected to bolster its financials in the near term [5]

Group 1: Company Developments - Invesco appointed Kathleen Wrynn, a former JPMorgan employee, as the global head of digital assets, overseeing a $1.6 billion crypto ETF and tokenized asset portfolio [1] - Plasma has reopened a $500 million deposit limit, raising the total cap to $1 billion for its stablecoin project [2] - NBA star Shaquille O'Neal agreed to pay $1.8 million to settle a lawsuit related to FTX, claiming he was merely a paid spokesperson [1] Group 2: Market Trends and Regulations - El Salvador increased its Bitcoin holdings by 8 coins in the past week, bringing its total to 6,204.18 coins, valued at approximately $674 million [2] - Singapore's regulatory authority urged unlicensed crypto trading platforms to exit the market [2] - The U.S. Senate passed a procedural motion to advance the GENIUS Stablecoin Act for final voting [2] Group 3: Innovations and Future Projections - Moody's tested embedding municipal bond credit ratings on the Solana blockchain, potentially enhancing the tokenization of real-world assets [3] - Ripple's CEO projected that XRP Ledger could capture 14% of SWIFT's global liquidity within five years [4] - U.S. Treasury Secretary Bessent stated that the dollar-pegged stablecoin market could reasonably reach $2 trillion, emphasizing the government's commitment to maintaining the dollar's status [5]

Invesco (IVZ) 2025 Conference Summary Company Overview - Invesco is a global asset management firm with over $1,900 billion in assets under management (AUM) as of May 2025 [2][3] Key Industry Insights - Invesco reported $6.1 billion in long-term net inflows for May, indicating a recovery in client demand after a risk-off mindset in April [5][7] - The firm experienced strong demand for its ETF lineup, with significant inflows across global markets, including the U.S., Asia, and Europe [7][8] - Private credit and private real estate also showed growth, with notable inflows in the bank loan strategy (BKLN) and a new real estate credit strategy reaching $3 billion in AUM [9][12] Investment Strategy and Performance - Fundamental equity remains a critical part of Invesco's offerings, although it has seen a secular shift towards passive investments [15][17] - The firm aims to improve performance in its fundamental equity lineup, which currently constitutes about 15% of AUM but a larger portion of revenue [15][16] - Invesco is focusing on quality and investment performance to regain market share in active equity strategies [17][19] Growth Opportunities - The primary growth drivers identified include: - **ETFs**: The ETF business has scaled to over $800 billion, with a diversified portfolio and consistent demand [21][22] - **China and Japan**: Invesco's operations in China, valued at $100 billion, are expected to grow with the development of the retirement system and the middle class [25][54] - **Private Markets**: The private markets segment, valued at $130 billion, is expanding into retail wealth management [27][28] Technological Advancements - Invesco is integrating AI into its operations, focusing on internal efficiencies and governance [66][68] - The firm has around 15 use cases for AI in production, primarily aimed at streamlining operational tasks [68][70] Capital Management and M&A Strategy - Invesco has recently recapitalized to improve its capital structure, converting $1 billion of preferred equity into term debt, enhancing EPS [79][80] - The firm is prioritizing organic growth investments over inorganic opportunities, although it remains open to M&A in the private credit and infrastructure sectors [81][82] Expense Management - Invesco is focused on creating operating leverage and managing its expense base, with approximately 25% of expenses being variable [59][61] - The firm has maintained a flat headcount and compensation structure while managing extraordinary costs related to its investment systems [60][61] Conclusion - Invesco is navigating a complex market environment with a focus on growth through ETFs, private markets, and international expansion, particularly in Asia. The firm is also leveraging technology to enhance operational efficiency while maintaining a disciplined approach to capital management and expense control.

Group 1 - Invesco Ltd. reported preliminary month-end assets under management (AUM) of $1,942.7 billion, reflecting a 5.6% increase compared to the previous month-end [1][2] - The firm experienced net long-term inflows of $6.1 billion during the month, with non-management fee earning net inflows of $6.3 billion and money market net inflows of $19.4 billion [1][2] - AUM was positively influenced by favorable market returns, which contributed an increase of $70 billion, while foreign exchange (FX) effects added $0.9 billion to AUM [1][2] Group 2 - Preliminary average total AUM for the quarter ending May 31 was $1,859.6 billion, and preliminary average active AUM for the same period was $1,041.4 billion [1][2] - AUM breakdown as of May 31, 2025, includes $522.8 billion in ETFs & Index Strategies, $298.0 billion in Fixed Income, $275.1 billion in Equities, and $129.1 billion in Private Markets [2] - The total AUM for April 30, 2025, was $1,840.0 billion, indicating a significant month-over-month growth [2]