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.
18 September 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
Tactical asset allocation
Welcome to our Tactical Asset Allocation hub. Here you’ll find a selection of the most recent research from Invesco Solutions. Read our latest analysis that covers market strategy and opportunities across various asset classes.
11 September 2024
Asset allocation
Applied philosophy – Strategist from East of the Elbe
Welcome to Applied philosophy, our view on global equity market model sector allocation.
9 September 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.
19 August 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.
16 July 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.
20 June 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.
19 January 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.
28 March 2023
Multi Asset
Market sentiment continues to improve
Market sentiment continues to improve, and Europe shows early signs of a rebound. We remain overweight risk, via emerging and developed ex-US equities, cyclical factors, and risky credit.
20 January 2023
Asset allocation
The Big Picture – Global Asset Allocation 2023 Outlook
It’s our view that 2023 will be a year of transition from a contraction regime to one of recovery.
2 December 2022
