
Market Monthly Market Roundup
In our monthly market roundup for July, Invesco experts highlight a mixed month for global equity markets, alongside key updates in fixed income.
Big picture insight and analysis drawn from our global team of economists, strategists and policy experts.
Sign upIn our monthly market roundup for July, Invesco experts highlight a mixed month for global equity markets, alongside key updates in fixed income.
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.
Read the key takeaways from Invesco’s midyear outlook webinar and learn how our experts are navigating the global economic reset. Find out more.
Geopolitical uncertainty immediately triggered a flight to "safe haven” assets, but the US dollar was largely unaffected.
As tariffs were announced, rescinded, invalidated, and resinstated, the US financial markets and economy have shown remarkable resilience.
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.
Good news on many fronts helped buoy stock markets and lessen inflation risks even if consumers aren't feeling positive.
We assess what President Trump’s “Liberation Day” tariffs might mean for US and global markets, European and UK equities, and more.
Our experts address the critical questions that arose following the news of DeepSeek’s artificial intelligence model and the market’s volatile reaction. Find out more.
Based on his campaign pledges, here are some things we’ll be watching from President-elect Donald Trump and what they may mean for the economy and markets.
Minutes from the July FOMC meeting were surprisingly dovish, and Federal Reserve Chair Jay Powell suggested a likely policy shift in comments from Jackson Hole.
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.
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 July, Invesco experts highlight a mixed month for global equity markets, alongside key updates in fixed income.
Why APAC real estate may offer growth, diversification, and value for institutional investors amid global market uncertainty in 2025.
Explore key macroeconomic themes and sector trends shaping global equities in 2025, as discussed by experienced fund managers in our recent webinar hosted by Ben Gutteridge.
Reduced cross-border investment in new US commercial real estate may impact US and global property sectors, markets, and assets differently.
How Collateralised Loan Obligations (CLOs) offer portfolio diversification and an attractive potential return profile in today’s evolving financial landscape.
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.
Welcome to Applied philosophy, our view on global equity market model sector allocation.
Read the key takeaways from Invesco’s midyear outlook webinar and learn how our experts are navigating the global economic reset. Find out more.
Paul Jackson discusses his insights on portfolio allocations and strategies for the Q3 2025 outlook.
Geopolitical uncertainty immediately triggered a flight to "safe haven” assets, but the US dollar was largely unaffected.
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