2026 Annual Investment Outlook
We believe the market can continue to rise in the new year, and we expect new opportunities to be unlocked as market leadership evolves.
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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.
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.
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
Get an analysis of important drivers of global fixed income markets, including macroeconomic trends, interest rates, currencies, and credit, in our monthly global strategy report.
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.
Get an in-depth 2026 outlook from our alternatives experts, including positioning and insight on valuations, fundamentals, and trends.
In our monthly market roundup for January, Invesco experts review a mixed month for global equity markets, alongside key updates in fixed income.