2025 Investment Outlook
Global markets face a structural reset. Discover how evolving macro trends may impact positioning and portfolio strategy in H2 2025.
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Latest insights
Market Monthly Market Roundup
In our monthly market roundup for September, Invesco experts review a mixed month for global equity markets, alongside key updates in fixed income.
October 9, 2025
ETC ETF Snapshot: Rate cuts and broken records
European ETF flows set new records with US$46.8bn of NNA in September alone, taking AUM to over US$3 trillion.
October 9, 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.
October 8, 2025
Fixed Income Global Fixed Income Strategy Monthly Report
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.
October 6, 2025
Alternatives Alternative opportunities: Outlook for private credit and equity, real assets, and hedge funds
Get an in-depth Q3 report from our alternatives experts, including their outlook, positioning, and insight on valuations, fundamentals, and trends.
October 2, 2025
Asset allocation Quarterly Global Asset Allocation Outlook | Q4 2025
Paul Jackson, Global Head of Asset Allocation Research, discusses his insights on portfolio allocations and strategies for the Q4 2025 outlook.
September 24, 2025
Real estate Private real estate debt: A strategic asset class for insurers
Private real estate debt offers insurers a way to diversify their portfolios, generate stable income streams, and match their long-term liabilities.
September 22, 2025
Real estate US and global commercial real estate — fourth quarter 2025 outlook
In today’s environment, we believe properties with income growth that’s less tied to the business cycle are best positioned to outperform.
September 4, 2025
Real estate What are global investor flows into US real estate
Reduced cross-border investment in new US commercial real estate may impact US and global property sectors, markets, and assets differently.
July 18, 2025
ETF Build efficient bond ladders with Invesco’s BulletShares ETFs
Bond ladders, portfolios of bonds with staggered maturity date, can enhance diversification, provide cash flow flexibility and help reduce exposure to interest rate volatility. Discover bond laddering with Invesco’s BulletShares ETFs.
July 8, 2025
Metaverse 3-year anniversary: Invesco Metaverse and AI Fund
3-year anniversary: Invesco Metaverse and AI Fund. We revisit some of our original insights and highlight how the portfolio is positioned to capture the ongoing momentum across key themes.
July 7, 2025
US equities Quality: A factor for all seasons
Discover how the Quality factor, defined by strong fundamentals and resilience, offers investors a consistent strategy across market cycles. Learn how the S&P 500 Quality Index and Invesco’s ETF provide targeted access to high-quality US companies.
June 26, 2025
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