Asset allocation
Quarterly Global Asset Allocation Portfolio Outlook | Q4 2024
Paul Jackson, Global Head of Asset Allocation Research for EMEA, shares his views on portfolio allocations in the quarter ahead.
September 18, 2024
Asset allocation insights
Read actionable insights from our market strategy and global solutions teams. Where do they see the greatest opportunities in the short-, medium- and long-term?
Asset allocation
Applied philosophy – Strategist from East of the Elbe
Welcome to Applied philosophy, our view on global equity market model sector allocation.
September 9, 2024
Asset allocation
Rotating markets and politics
In Uncommon Truths, Invesco experts Paul Jackson and Andras Vig’s provide a regular in-depth look at the big topics impacting markets.
August 19, 2024
Asset allocation
Asset allocation opportunities and market strategy | Spring fatigue
In our quarterly analysis, Invesco experts track major trends and structural issues that investors may want to consider when making asset allocation decisions. Read our latest analysis that covers market strategy and opportunities across various asset classes.
July 16, 2024
Alternatives
Alternative opportunities Q2 2024
In each new edition, we look at the outlook for private market assets. In particular, we focus on private credit, private equity, real estate, infrastructure and commodities.
July 16, 2024
Asset allocation
Capital market assumptions | Q2 update
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
June 20, 2024
Asset allocation
The Aristotle List: 10 improbable but possible outcomes for 2024
Each year, in his Aristotle list, Paul Jackson seeks those, unlikely-but-possible, out-of-consensus ideas for 2024 that he believes have at least some chance of happening. From possibilities of recession to emerging market outperformance and even the winner of the upcoming Euro 2024 tournament in football. Read the full list here.
January 19, 2024
Fixed Income
Fixed income in 2023: Invesco’s flexible approach for navigating market uncertainty
We share our scenario analysis to help clients navigate an uncertain landscape. Our base case is that inflation has peaked – in which case we favour high yield credit and emerging market assets. Should inflation prove more persistent, with a deeper recession on the cards, then cash and government bonds are the order of the day. Read on for details – and for why we favour investment grade credit in both scenarios.
March 28, 2023
ESG and responsible investing
Economic Transition Monitor: the path to net zero
Welcome to our Economic Transition Monitor (ETM). In this report we track global efforts to reach net zero emissions and attempts to limit the impact of climate change.
November 14, 2022
Asset allocation
The Big Picture – Global Asset Allocation Q3 2022
Markets continue to move quickly, against a backdrop of increasing volatility and uncertainty. In the latest edition of ‘The Big Picture’, we look at how this impacts our asset allocation for quarter three of 2022.
June 30, 2022
