A concise briefing from Invesco’s market specialists highlights how November’s cross-currents in growth, inflation and policy expectations shaped regional performance.
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Europe led global equities as limited AI exposure and resilient financials offset Germany’s fiscal strain, while US markets recovered late on renewed hopes of a December cut.
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Asia-Pacific weakened on valuation pressure in tech, with China and Korea lagging and India outperforming on policy stability and easing inflation.
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Fixed income rallied in the US and UK as dovish signals lifted Treasuries and gilts, while eurozone returns were mixed.
For a deeper view into sector dynamics, macro drivers and cross-asset positioning, explore the full report.
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