Weekly Market Compass On the lookout for ‘brown shoots’ in the US economy
I’m hoping not to find signs of a wilting economy, but recessions have historically been caused by policy mistakes, so it’s important to be vigilant.
18 March 2025
Economics
ETC Monthly gold update
Gold endured a choppy month, hitting a high of US$2,952 before ending February at US$2,858, a gain of 2.1% for the month. Geopolitics continued to play a significant role in the gold price. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
13 March 2025
Weekly Market Compass European stock markets surge as US stock market sags
European nations prepare to invest in defense and infrastructure, while the US faces the possibility of recession brought on by government spending cuts.
12 March 2025
Real estate Reflections from Invesco Real Estate’s Value Add Team
Invesco Real Estate’s value-add team discusses its approach in a challenging market highlighting a disciplined, local team-based execution programme and strategic investments in sectors like logistics and living.
12 March 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.
10 March 2025
Market Monthly Market Roundup
In our monthly market roundup for February, Invesco experts give a rundown of a mixed month for global equity markets, as well as an update on fixed income markets.
7 March 2025
Weekly Market Compass Is the US headed for a drop in GDP growth?
The US economy appears to be slowing quickly as consumers brace for tariffs, higher prices, and a possible government shutdown.
4 March 2025
Fixed Income Global Fixed Income Strategy Monthly Report
In our regularly updated macroeconomic analysis we offer an outlook for interest rates and currencies – and look at which fixed income assets are favoured across a range of market environments.
4 March 2025
Asset allocation The Shiller P/E and S&P 500 returns revisited
Welcome to Applied philosophy, our view on global equity market model sector allocation.
3 March 2025
Weekly Market Compass US uncertainty, German elections top global market news
Unemployment concerns and rising inflation expectations contribute to falling US consumer sentiment, while the German election could be a positive catalyst for European equities.
25 February 2025
Weekly Market Compass Chinese stocks surge, concerns about US inflation grow
Catalysts like DeepSeek have sparked a surge in Chinese stocks, while US inflation expectations indicate growing concerns about a resurgence in prices.
20 February 2025
Alternatives Private credit: quarterly market snapshot
Significant focus on the uncertainty of the US macroeconomic backdrop and its potential headwinds on the market remain top of mind for investment opportunities globally. Against this cautious outlook, we asked the experts from Invesco’s bank loan, direct lending and distressed credit teams to share their views as the first quarter of 2025 begins.
19 February 2025
