ATLANTA, Feb. 26, 2026 /PRNewswire/ -- Invesco Ltd., a leading global asset management firm, today announced the launch of the Invesco Core Plus Real Estate Trust, a collective investment trust (CIT) exclusively designed to provide defined contribution (DC) plans access to private real estate through a daily valued structure purpose-built for retirement portfolios."Private market strategies have gained attention among retirement plan sponsors and participants in recent years," said Greg Jenkins, Managing Di ...

Core Insights - Invesco has launched the Invesco Core Plus Real Estate Trust, a collective investment trust aimed at providing private real estate exposure for defined contribution plans, combining core plus private real estate with passive U.S. REITs for daily liquidity [2][3] - The launch aligns with a broader industry trend to expand private-market options in retirement plans, supported by regulatory changes from the Trump administration to facilitate their inclusion [4] - A survey by Cerulli Associates indicates that 37% of DC plan sponsors are interested in private market investments, with projections suggesting that by 2035, up to 17% of sponsors will allocate to private markets through target-date funds or managed accounts [5] Industry Trends - Private market strategies are increasingly gaining traction among retirement plan sponsors, with Invesco's offering providing a scalable solution for integrating core plus real estate into DC plans [6] - Other asset managers are also responding to this demand; for instance, Goldman Sachs launched a private credit CIT, and State Street Global Advisors introduced target-date funds with private market exposure [6][7] - Empower has partnered with private investment fund managers to offer investments through collective investment trusts, while Blackstone has established a new group focused on retirement account funds [7]

On Wednesday, February 25, Invesco expanded its fixed income ETF lineup. It announced the launch of two new funds on the New York Stock Exchange. A Flexible Fixed Income Approach First on the docket is the Invesco MSCI Treasury Duration Rotation ETF (TROT). TROT aims to offer similar results to that of the MSCI U.S. Treasury Duration Rotation Select Bond Index. This index provides an adaptive method for playing fixed income exposure, based on how interest rates and broader economic conditions are looking. P ...

Core Viewpoint - Invesco Ltd. has launched four new fixed income ETFs to enhance its existing lineup, addressing current investment challenges such as interest rate uncertainty and the need for diversified income [1] Group 1: New ETF Launches - The newly launched ETFs include: Invesco U.S. Hybrid Bond ETF (HBRD), Invesco MSCI Treasury Duration Rotation ETF (TROT), Invesco Agency MBS ETF (IMTG), and Invesco Flexible Income ETF (FLXI) [1] - These ETFs are designed to provide investors with practical solutions for accessing duration, diversifying income, and managing risk in changing market conditions [1] Group 2: Investment Strategies - IMTG is an actively managed ETF focusing on high-quality income through agency mortgage-backed securities, emphasizing liquidity and risk management [1] - FLXI employs a global, multisector bond strategy to offer diversified income with moderate volatility [1] - HBRD is a passively managed ETF that tracks the ICE USD Developed Markets Corporate Ex-Banks Hybrid Bond 4.65% Constrained Index, aiming for differentiated income potential [1] - TROT tracks the MSCI U.S. Treasury Duration Rotation Select Bond Index, designed to help investors navigate shifting interest rate environments [1] Group 3: Invesco's Expertise - Invesco's fixed income team consists of 182 members with an average of 18 years of industry experience, overseeing a wide range of portfolios [1] - The firm has nearly two decades of experience in offering fixed income ETFs, with many having track records exceeding five years [1] - Invesco manages over $500 billion in assets across various investment vehicles, reinforcing its capability in the fixed income market [1]

Table of Contents TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ transition period from to Commission file number 001-13908 Invesco Ltd. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdiction of Incorpora ...

Core Insights - The Invesco S&P 500 Equal Weight ETF (RSP) is highlighted as a strong investment option, particularly as it has outperformed the market-cap-weighted S&P 500 this year, attracting $7 billion in new investments in the first six weeks of the year [1][2]. Group 1: ETF Performance and Characteristics - RSP has shown a significant performance advantage over the traditional S&P 500 index, especially as the top 10 stocks in the S&P 500 have declined this year [1]. - The ETF provides equal weighting to all 500 companies, which means each stock is allocated 20 basis points during rebalancing, contrasting with the concentration seen in market-cap-weighted indices [1]. - RSP offers greater exposure to smaller sectors like industrials and utilities, with notable holdings including Texas Pacific Land (TPL), which has performed well this year [1]. Group 2: Portfolio Diversification - RSP is categorized as mid-cap value by Morningstar, while traditional S&P 500 funds are classified as large-cap blend, indicating a fundamental difference in index structure and risk exposure [1]. - The ETF can complement traditional S&P 500 investments by providing diversification and reducing concentration risk in mega-cap stocks like Apple, Microsoft, and Nvidia [1][2]. - RSP's quarterly rebalancing allows for a dynamic adjustment of stock weights, potentially capturing gains from outperforming stocks while maintaining a broad market exposure [2].

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a ...

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Group 1 - Yields on US government debt are near their lowest levels in months due to haven demand amid stock-market volatility and a tame January inflation reading, suggesting investor expectations for potential rate cuts later this year if labor-market weakness is observed [1][9] - Invesco, Carmignac, and BNP Paribas do not share the outlook of further rate cuts, citing strong economic data, including January job growth exceeding projections and significant corporate investments in artificial intelligence [2][9] - The Federal Reserve's recent meeting minutes indicate a cautious stance on rate cuts, with some policymakers suggesting that rate hikes may be necessary if inflation remains above the 2% target [2][9] Group 2 - Macro strategists at TS Lombard recommend betting on fewer rate reductions in the second half of 2026, while Invesco's fixed-income chief strategist anticipates one rate cut this year, though the likelihood of no cuts is increasing due to robust economic data [3][6] - Carmignac's co-head of fixed income, Guillaume Rigeade, is short US Treasuries and predicts the 10-year yield could rise to 4.5% in the coming months, up from approximately 4.1% [7][9] - Recent economic data presents mixed signals, with a headline annual consumer inflation figure of 2.4% indicating cooling, yet services prices have accelerated, creating a complex environment for bond investors [8][9]

景顺（Invesco Ltd.）与卡米尼亚克（Carmignac）的投资组合经理正通过看空美国国债进行博弈，理由 是美国经济的韧性可能导致降息落空。经理人们指出，美国1月份就业增长超出预期、企业大举投资人 工智能（AI），以及美联储决策者对降息持谨慎态度，这些都表明经济过于强劲，不适合美联储进行 大幅宽松。尽管部分投资者仍预期降息，但包括法国巴黎银行在内的另一些机构则对此存疑，并警告称 如果降息未如期兑现，美债价格将面临剧烈下跌。 来源：滚动播报 ...