Asset allocation Quarterly Global Asset Allocation 2026 Outlook
As economies show resilience, selectivity and care remain critical for bond investors figuring out where to take duration risk and how to think about returns.
Stay up to date with the latest twists and turns of global markets and macroeconomic news and views from our global market strategists and investment teams.
As economies show resilience, selectivity and care remain critical for bond investors figuring out where to take duration risk and how to think about returns.
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.
In our monthly market roundup for October, Invesco experts review a mixed month for global equity markets, alongside key updates in fixed income.
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.
Welcome to Applied philosophy, our view on global equity market model sector allocation.
The gold price has made a series of new all-time highs over the past year, driven partly by demand from investors. Find out more about what’s been driving the gold price, as well as answers to some of the other questions that many investors have when considering adding gold to their portfolios.
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
Six things for investors to watch in the coming weeks, including US Treasury yields, US and European sentiment, US earnings guidance, and Chinese economic data.
The world is changing, and sovereign investors see both risks and opportunities from these shifts — from emerging tensions over trade and tariffs, to China’s advancements in strategic sectors, to the changing role of fixed income in portfolios. Explore insights from our survey.