2024 Investment Outlook
As we move into 2024, we expect the global economy to slow marginally and inflation to gradually subside — clearing the way for central banks to begin cutting interest rates around mid-year.
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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 9, 2024
ETC
Monthly gold update
Gold rose 5.2% in September, continuing to set new records, supported by the Fed interest rate cut, stimulus measures in China and escalation in the wars particularly in the Middle East. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
October 9, 2024
Weekly Market Compass
10 things for investors to watch in the fourth quarter
Oil prices, US inflation, stimulus in China and earnings season are among the Top 10 things we’re watching in the fourth quarter.
October 8, 2024
Market
Monthly Market Roundup
In our monthly market roundup for September, Invesco experts provide a rundown of a mixed month for global equities and an update on the fixed income markets.
October 8, 2024
Equities
Why European equities are attractively valued
European equities are trading at attractive valuations compared to other regional equity and fixed interest markets. Find out more.
October 7, 2024
Market
An investor’s guide to the US presidential election
We assess the key differences between Donald Trump’s and Kamala Harris’s policy platforms, and highlight the potential implications for the financial markets.
October 7, 2024
Fixed Income
Monthly fixed income ETF update
Bond markets rallied in September as the Federal reserve cut rates by 50 basis points for the first time this cycle, responding to mixed economic data and a softening labor market. Read our latest thoughts on how fixed income markets performed during the month and what we think you should be looking out for in the near term.
October 4, 2024
Weekly Market Compass
Weakening or normalizing? A big-picture view of the global economy.
We examine the normalizing US economy, diverging consumer sentiment in Europe and the UK, easing monetary policy in major Western economies, and encouraging stimulus in China.
October 1, 2024
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.
October 1, 2024
Private credit
Why complement direct lending with real estate debt?
Private credit, including real estate debt and direct lending, may offer diversification and lower volatility, making it potentially an attractive option for investors seeking optimized portfolios.
September 27, 2024
Weekly Market Compass
Federal Reserve recalibrates monetary policy to avoid recession
The Federal Reserve (Fed) cut interest rates by 0.50% to keep the US economy in good shape and avoid falling behind the curve, but uncertainty lies ahead.
September 24, 2024
Real Estate
Global and US commercial real estate outlook — looking beyond 2024
A global and US real estate recovery with transaction activity re-accelerating and the start of a new real estate value cycle is close in our view.
September 24, 2024
Explore further insights
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TopicAsset allocation insights
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TopicEconomics insights
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TopicESG and responsible investment insights
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TopicETF and ETC insights
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TopicMarket insights
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Asset classAlternatives insights
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Asset classEquity insights
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Asset classFixed income insights
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