2025 Investment Outlook
We expect growth to continue to slow in the near term, followed by a reacceleration through 2025, which should foster a favourable environment for risk assets globally.
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Asset allocation Capital market assumptions
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
12 December 2024
ETC Monthly gold update
Gold declined 3.7% in November, as the market factored in the possible implications of Trump’s second term, with some commentators predicting US interest rates remaining higher for longer. The metal subsequently found support and recovered some of its losses in the latter part of the month. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
10 December 2024
Real estate Opportunity in real estate credit
Higher interest rates, reduced basis, and tighter bank regulations are potential positives for commercial real estate (CRE) credit and why we see opportunity.
9 December 2024
Asset allocation Quarterly Global Asset Allocation Portfolio 2025 Outlook
Paul Jackson, Global Head of Asset Allocation Research for EMEA, discusses his insights on portfolio allocations and strategies for the 2025 outlook.
9 December 2024
Fixed Income Monthly fixed income ETF update
November was a broadly positive month for bond markets as yields rallied into month end. Read our latest thoughts on how fixed income markets performed during the month and what we think you should be looking out for in the near term.
9 December 2024
ESG and responsible investing Bridging the climate adaptation gap through blended finance
Our experts in the Invesco investment teams weigh in on how sufficient investment capital and technical assistance for climate adaptation can empower project developers and developing countries to implement climate-resilient infrastructure
29 November 2024
Investment Outlook Fixed Income: The argument for bonds is the strongest it has been in years
We believe the case for investing in bonds is the strongest it has been since the GFC. Invesco’s experts from across Fixed Income teams and asset classes share their views on the outlook and opportunities.
27 November 2024
Investment Outlook Equities 2024 investment outlook
The 2025 equities outlook is improving. Balance sheets look healthy, and many stocks are attractively valued, though geopolitical risks remain. Find out more.
27 November 2024
Investment Outlook Private credit: A strategic source of income in portfolios for the year
Our experts unpack the 2025 market outlook on the evolving private credit market. We explore the implications of recent trends on bank loans, distressed credit and direct lending.
27 November 2024
Investment Outlook Insurance 2024 investment outlook
Charles Moussier, Head of EMEA Insurance Client Solutions shares his views on the outlook and opportunities for Insurance clients, including why the Insurance team are underweight equities relative to fixed income and may see opportunities for insurers in private credit.
27 November 2024
Investment Outlook Multi-Asset: alternative sources of diversification remain crucial
We believe investors need to ensure they have alternative sources of diversification within their multi-asset toolkit. Georgina Taylor for the Multi-Asset Strategies UK team shares her views on the outlook and opportunities.
27 November 2024
Investment Outlook European Real Estate: A new real estate value cycle
Our experts unpack the 2025 outlook on the evolving real estate market. We explore the implications of recent trends and ESG considerations on the market.
27 November 2024
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