Alternatives Private credit quarterly roundup: Liberation Day market responses
Experts from Invesco's bank loan, direct lending and distressed credit teams to share their views from the second quarter of 2025.
9 June 2025
Market strategy
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.
9 June 2025
Market Monthly Market Roundup
In our monthly market roundup for May, Invesco experts give a rundown of a positive month for global equity markets, as well as an update on fixed income markets.
5 June 2025
Fixed Income Global Fixed Income Strategy Monthly Report | May 2025
We speak with IFI portfolio managers about the factors driving US investment grade and how they are navigating the current fixed income environment.
4 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As tariffs were announced, rescinded, invalidated, and resinstated, the US financial markets and economy have shown remarkable resilience.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
Alternatives Alternative opportunities: Outlook for private credit, private equity, real assets, and hedge funds
Get an in-depth Q2 report from our alternatives experts including their outlook, positioning, and insight on valuations, fundamentals, and trends.
22 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
ETC Monthly gold update
Gold continued its strong performance in 2025 with a further gain of 5.3% in April. Uncertainty around US-imposed tariffs and economic growth boosted demand for perceived “safe haven “ assets, while further USD weakness provided additional support for the yellow metal. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
15 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
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
