Global 2026 Global policy outlook
President Trump, in the first year of his second term, has pushed forward the most aggressive and maximalist executive agenda in recent history.
December 10, 2025
INSIGHTS
Markets & Economy
Capital market insights and outlooks from across our global investment, strategy and solutions teams.
2026 Investment Outlook: Resilience and rebalancing
We believe the market can continue to rise in the new year, and we expect new opportunities to be unlocked as market leadership evolves.
The Big Picture: Global asset allocation 2025 Q4
On the positive side, we think the global economy could accelerate (despite a slowing US economy) and that the Fed is about to embark on rapid easing.
Global
Global Navigating Fed monetary policy uncertainty and the markets
A rate cut, which markets are pricing in despite Fed member differences, and an expected improving economy in 2026, could support stocks.
December 9, 2025
Global Uncommon truths: Joining the dots: UK budget, banks, gold and AI
Though unpopular in the media, the recent UK budget seemed to calm financial markets. It also helped UK bank share price performance and may shed light on the popular themes of gold and AI.
December 2, 2025
Global Market pullback: Healthy reset, not bursting stock bubble
The downturn was concentrated in mega-cap growth stocks, even though many had strong earnings. We see it as skepticism about lofty valuations.
November 18, 2025
Global The Big Picture: Global asset allocation 2026 outlook
We expect the global economy to accelerate during 2026. Coupled with Fed easing and a weaker dollar, we expect this to favour cyclical assets.
November 13, 2025
Global Tech selloff amplifies the case for diversification
Today’s artificial intelligence trade isn’t a bubble yet, in our view, but the best potential opportunities in stocks may be outside of mega-caps.
November 11, 2025
Asia Pacific
Asia Pacific How China’s affordable, accessible AI strategy is shaping global innovation
Discover how China’s affordable, accessible AI strategy, powered by open-source innovation and strong policy support, is driving global adoption and reshaping industries.
December 11, 2025
Asia Pacific Why Japanese bond yields are rising and the yen is falling
Discover why Japanese bond yields are climbing and the yen is weakening, driven by stimulus plans, fiscal concerns, and shifting market dynamics.
November 28, 2025
Asia Pacific India’s growth drivers bolster investment appeal
India continues to demonstrate strong and resilient economic momentum, supported by a series of positive developments that reinforce its long-term growth story, particularly driven by domestic strength.
September 9, 2025
Asia Pacific China’s biotech breakthrough: From generics to global intellectual property
China’s biotech industry is rapidly evolving from generics to global innovation, reshaping pharma dynamics and establishing itself as a leader in high-value intellectual property.
August 26, 2025
Asia Pacific Japan election update and market implications
In Japan’s Upper House election on July 20, the ruling coalition of the Liberal Democratic Party (LDP) and Komeito secured 47 seats, a sharp decline from the 66 they previously held. This update analyzes the implications of the election results on Japan’s political stability, fiscal policy, and monetary outlook.
July 21, 2025
Asia Pacific From needs to wants: The emotional turn in Chinese consumerism
As China pivots toward a consumption-driven economy, a new wave of emotionally driven consumer behavior is reshaping the market. David Chao in Invesco’s GMS office explores the shift in Chinese consumerism—from price sensitivity to personal identity—and how “IP consumption” is becoming a key driver of value in the country’s evolving marketplace.
July 15, 2025
EMEA
EMEA Europe's resurgence and new cycle of growth
After nearly two decades of relative underperformance, Europe is re-entering into the spotlight. With still-reasonable valuations, a strengthening euro, and a decisive shift toward proactive fiscal and defense policies, the investment case for European assets is more compelling than it has been in years.
July 24, 2025
EMEA Why European equities in the current macro environment?
European equities could warrant greater attention with secular and structural trends appearing to take shape. Find out more.
March 19, 2025
EMEA French elections, EU right swing and market implications
With the EU parliamentary results showing a rise in right-wing parties, French President Emmanuel Macron called for snap elections in France for its lower house of parliament.
June 21, 2024
North America
North America An investor’s guide to US Section 899 tax proposals
This is a guide to the Section 899 tax proposals and its potential implications for foreign investors and businesses investing in certain US assets. Find out more.
June 24, 2025
North America US presidential election 2024
2024 is an election year in the US, and ritual obliges that we offer our views on the global economy and global financial markets based on the potential outcomes.
October 3, 2024
North America Will the presidential election affect the stock market?
Presidential elections haven't historically affected the stock market over the long term, so investors probably don't need to worry about November.
September 23, 2024
North America Trump vs. Harris: Election changes course
Voters, party leaders, and down-ballot candidates have had to quickly shift gears from a Trump-Biden rematch to a Trump-Harris showdown in the 2024 presidential election.
September 23, 2024
North America US presidential election update: What could Kamala Harris mean for Asia?
Ever since the first presidential debate, markets had been convinced of a Trump victory in the race for the Oval Office. However, tables have turned after Kamala Harris emerged as the expected Democratic presidential nominee and substantially narrowed the polls.
August 23, 2024
North America Could the 2024 U.S. presidential election affect market performance?
The 2024 presidential election is coming. History suggests that investors likely shouldn't worry about what the results mean for the economy and markets.
March 4, 2024
Suggested Articles
Expert voices from within Invesco and partnering affiliates share thier views on trends, and current and upcoming investment opportunities.
Asia Pacific How China’s affordable, accessible AI strategy is shaping global innovation
Discover how China’s affordable, accessible AI strategy, powered by open-source innovation and strong policy support, is driving global adoption and reshaping industries.
December 11, 2025
ETF Commodity ETP Digest: November 2025
Commodity prices have been under pressure through most of 2025, but green shoots are emerging as we enter the new year.
December 11, 2025
ETF Nasdaq 100 Index Commentary - November 2025
In November, the NASDAQ-100 Index (NDX) returned -1.57% vs. 0.25% of the S&P 500.
December 11, 2025
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