Insights Economics insights

Read our analysis of the latest global economic news and events. These insights provide the context for your investment choices and those of our investment teams.

Economics insights

Fixed Income Global Fixed Income Strategy Monthly Report | September 2026

Invesco

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.

September 3, 2026
Asset allocation Tactical asset allocation

Invesco Solutions and Custom Strategies

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.

August 11, 2026
Markets and Economy Invesco Global Sovereign Asset Management Study 2026

Invesco

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.

June 29, 2026
ETC What’s driving the gold price? … and other important questions

Invesco

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.

June 23, 2026
Markets and Economy Rethinking asset management in a changing world order

Benjamin Jones

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.

June 17, 2026
Investment Outlook 2026 midyear outlook: A world disrupted? Resilience endures.

Benjamin Jones

In a time of immense disruption, we believe resilience endures and provides a favourable investment environment for the rest of the year.

June 15, 2026
Markets and Economy Markets and the Middle East: Impacts to asset classes

Invesco

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.

May 7, 2026
Markets and Economy Canary in the gold mine: Rethinking the global order

Benjamin Jones

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.

April 20, 2026
Markets and Economy Sovereign investors rush to gold, broaden their focus to AI adopters

Invesco

From gold to artificial intelligence, central banks and sovereign investors are adapting to the changing financial landscape as geopolitical tensions rise.

April 9, 2026
Asset allocation Quarterly Global Asset Allocation 2026 Outlook

Paul Jackson

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

April 1, 2026
Markets and Economy Value versus growth: Is it time for value?

Paul Jackson

Value investing is expected to enjoy a renaissance as the decades-long downtrend in bond yields is finally over. Find out more.

January 6, 2026
Markets and Economy Central banks are diversifying reserves in uncertain times

Invesco

As the dollar falters and gold surges, reserve resilience may be a central bank’s best defence against economic and geopolitical volatility.

August 11, 2025

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