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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.

Discover our Global Fixed Income Strategy Monthly Report, we offer an outlook for interest rates and currencies and look at which fixed income assets are favoured across a range of market environments.

Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.

Download Invesco's Monthly Market Roundup for expert analysis of global markets, including Europe, the UK, US, Asia, emerging markets and Fixed Income.

Explore the latest gold price trends, inflation and Fed rate expectations, plus our outlook for gold and how an allocation might help with portfolio diversification.

Explore how CLO ETFs can help investors seek growth opportunities through active portfolio management, flexibility, diversification and the efficiency of the ETF structure.

The longer-term case for European equities includes valuation, diversification, a genuine fiscal turn, a sector mix suited to today's regime, and income generation.

Many pensions suffer from fragmented investment management. But consolidation alone cannot solve the core problem if the implementation remains a collection of overlapping active mandates.

The study provides unique insights into the investment objectives and behaviours of sovereign investors and central banks. This year, we surveyed 144 senior investment professionals from 90 sovereign funds and 54 central banks, who collectively manage approximately US$29 trillion in assets.

After a strong 2025, can emerging market stocks continue to outperform developed markets in the coming years? We believe they can, thanks to several structural reasons and cyclical factors.

Gold and silver prices set new record highs earlier this year. Find out what’s been driving precious metal prices as well as what investors should know when considering these assets for their portfolios.

Rising gold prices over the past few years are a signal that long-term investors should rethink diversification in a more fragmented and politicised world.

The Invesco Solutions team shares their views on a range of private market asset classes and investment implications for insurers.

Get an in-depth outlook on private credit and equity, real assets, and hedge funds from our alts experts, including positioning and insight on valuations, fundamentals, and trends.

In a time of immense disruption, we believe resilience endures and provides a favourable investment environment for the rest of the year.