2025 Investment Outlook
Global markets face a structural reset. Discover how evolving macro trends may impact positioning and portfolio strategy in H2 2025.
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Latest insights
Asset allocation Quarterly Global Asset Allocation 2026 Outlook
As economies show resilience, selectivity and care remain critical for bond investors figuring out where to take duration risk and how to think about returns.
19 November 2025
ETC ETF Snapshot: Second biggest month for ETF flows
October posted the second-highest flows after September’s record, with US equities surging and fixed income ETFs hitting an all-time high.
17 November 2025
Market Monthly Market Roundup
In our monthly market roundup for October, Invesco experts review a mixed month for global equity markets, alongside key updates in fixed income.
6 November 2025
ETF When does a swap-based approach gain an advantage?
While both main replication methods have their own merits, a swap-based approach could offer an advantage over physical counterparts in certain situations. Find out more.
30 October 2025
Private credit Understanding CLOs: A guide to collateralised loan obligations
Discover how Collateralised Loan Obligations (CLOs) can offer portfolio diversification, active management, and access to resilient leveraged loans for professional investors.
24 October 2025
Asset allocation Capital market assumptions | Q3 2025
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
16 October 2025
ETF A proven, systematic approach to active investing
Find out what objectives a systematic active approach might aim to achieve and how an equity ETF using this strategy fits in between pure passive and traditional active management.
14 October 2025
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.
8 October 2025
Fixed Income Global Fixed Income Strategy Monthly Report
We speak with IFI portfolio managers about the factors driving US investment grade and how they are navigating the current fixed income environment. Read online.
6 October 2025
Alternatives Alternative opportunities: Outlook for private credit and equity, real assets, and hedge funds
Get an in-depth Q3 report from our alternatives experts, including their outlook, positioning, and insight on valuations, fundamentals, and trends.
2 October 2025
Real estate Private real estate debt: A strategic asset class for insurers
Private real estate debt offers insurers a way to diversify their portfolios, generate stable income streams, and match their long-term liabilities.
22 September 2025
Real estate US and global commercial real estate — fourth quarter 2025 outlook
In today’s environment, we believe properties with income growth that’s less tied to the business cycle are best positioned to outperform.
4 September 2025
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