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.
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Global markets face a structural reset. Discover how evolving macro trends may impact positioning and portfolio strategy in H2 2025.
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.
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.
In our monthly market roundup for October, Invesco experts review a mixed month for global equity markets, alongside key updates in fixed income.
News of defaults and stress from certain US regional banks sparked fears of a credit crisis, but they appear to be isolated events.
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
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.
Get an in-depth Q3 report from our alternatives experts, including their outlook, positioning, and insight on valuations, fundamentals, and trends.
With the Federal Reserve cutting rates and recent US economic data showing resiliency, the environment may be conducive to an end-of-year rally.
Private real estate debt offers insurers a way to diversify their portfolios, generate stable income streams, and match their long-term liabilities.
In today’s environment, we believe properties with income growth that’s less tied to the business cycle are best positioned to outperform.
Federal Reserve Chair Jerome Powell’s dovish tone at Jackson Hole last week had ramifications for rate expectations, tech stocks, and the US dollar.
Why APAC real estate may offer growth, diversification, and value for institutional investors amid global market uncertainty in 2025.
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