Insights All Insights

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.

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.

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.

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.

Our investment experts discuss the implications of geopolitical risk and high energy prices on their asset classes, and how they’re managing portfolios in this environment.

Explore Paul Jackson’s Invesco Big Picture report, covering 2026 themes, markets and asset allocation

Explore the structure, experience, and client-aligned approach that shaped Invesco’s private credit platform.

Explore the trends reshaping global real estate opportunities today.