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
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
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.
September 10, 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.
September 9, 2025
Market Monthly Market Roundup
In our monthly market roundup for August, Invesco experts review a mixed month for global equity markets, alongside key updates in fixed income.
September 5, 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
Asset allocation Applied philosophy: Are US corporate investment grade spreads unusually tight?
Welcome to Applied philosophy, our view on global equity market model sector allocation.
June 23, 2025
Alternatives Private credit quarterly roundup: Liberation Day market responses
Experts from Invesco's bank loan, direct lending and distressed credit teams to share their views from the second quarter of 2025.
June 9, 2025
ETF A proven, systematic approach to active investing
Find out what objectives a systematic active approach might aim to achieve and how an equity ETF using this strategy fits in between pure passive and traditional active management.
May 22, 2025
ETF Nasdaq-100: A gauge of the modern economy
Why has the Nasdaq-100 historically outperformed over the past 15 years? Read the latest on this innovative index.
May 21, 2025
Asset allocation Tariff pain relief but not the full cure
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
May 12, 2025
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Asset classMulti asset insights
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