Fixed Income Global Fixed Income Strategy Monthly Report | June 2025
We speak with IFI portfolio managers about the factors driving US investment grade and how they are navigating the current fixed income environment.
8 July 2025
Market and macroeconomic updates
Stay up to date with the latest twists and turns of global markets and macroeconomic news and views from our global market strategists and investment teams.
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 July 2025
Market Monthly Market Roundup
In our monthly market roundup for June, Invesco experts highlight a mixed month for global equity markets, alongside key updates in fixed income.
7 July 2025
Weekly Market Compass Oil moves on Middle East tensions, but other markets stay the course
The Middle East dominated the news, but beyond oil and gas, most markets haven’t yet reacted heavily. Central banks remain in somewhat of a wait-and-see mode.
24 June 2025
Asset allocation Applied philosophy: Are US corporate investment grade spreads unusually tight?
Welcome to Applied philosophy, our view on global equity market model sector allocation.
23 June 2025
Asset allocation Quarterly Global Asset Allocation Outlook | Q3 2025
Paul Jackson discusses his insights on portfolio allocations and strategies for the Q3 2025 outlook.
18 June 2025
Weekly Market Compass Putting markets into perspective as Middle East tensions escalate
Geopolitical uncertainty immediately triggered a flight to "safe haven” assets, but the US dollar was largely unaffected.
17 June 2025
ETC What’s driving the gold price? … and other important questions
The gold price has made a series of new all-time highs over the past year, driven partly by demand from investors. Find out more about what’s been driving the gold price, as well as answers to some of the other questions that many investors have when considering adding gold to their portfolios.
12 June 2025
Weekly Market Compass US economy has been resilient despite trade policy uncertainty
As tariffs were announced, rescinded, invalidated, and resinstated, the US financial markets and economy have shown remarkable resilience.
3 June 2025
Weekly Market Compass ‘Big Beautiful Bill’ brings fiscal concerns
The proposed bill, deficit, debt ceiling, tariff threats, and rising bond yields, as well as the next move by the Federal Reserve, were top of mind.
28 May 2025
Weekly Market Compass Weaker consumer confidence dampens a good week for stocks
Good news on many fronts helped buoy stock markets and lessen inflation risks even if consumers aren't feeling positive.
19 May 2025
Weekly Market Compass Central banks are treading carefully
A China-US tariff de-escalation, the Federal Reserve stays in wait-and-see mode, and the Bank of England strikes a hawkish tone while cutting rates.
13 May 2025
Asset allocation Tariff pain relief but not the full cure
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
12 May 2025
Fixed Income Monthly fixed income ETF update
April's fixed income markets saw mixed performance and volatility. Read our latest thoughts on how fixed income markets fared during the month and what we think you should be looking out for in the near term.
8 May 2025
Weekly Market Compass Economic data are sending mixed and confusing signals
We cover a wealth of recent data reports and explore what they could mean for the path of growth going forward.
5 May 2025
