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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Private credit Key takeaways from our 2026 annual investment outlook webinar
Experts from equities, fixed income, real estate, alternatives, and more discuss where they see opportunities and risks in 2026.
December 8, 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.
December 8, 2025
Market Monthly Market Roundup
In our monthly market roundup for November, Invesco experts review a mixed month for global equity markets, alongside key updates in fixed income.
December 4, 2025
Fixed Income Global Fixed Income Strategy Monthly Report
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.
December 1, 2025
Investment Outlook Fixed Income: A strong case for bonds
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.
December 1, 2025
Investment Outlook Real estate: Navigating short-term volatility with long-term assets
To optimise income yield and growth, we look for opportunities that are supported by long-term structural demand drivers, or where active management can enhance cash flows.
December 1, 2025
Investment Outlook Equities: A growing case for diversification
While 2025 brought uncertainty, the aftermath also brings new opportunities for the year ahead. Our experts discuss the potential this new landscape may bring in 2026.
December 1, 2025
Investment Outlook Private credit: Attractive risk-adjusted return potential in the new year
The private credit market delivered strong returns in 2025. Can investors expect the same in 2026? Our experts discuss where they’re seeing potential for compelling risk-adjusted returns.
December 1, 2025
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.
November 19, 2025
Asset allocation Capital market assumptions | Q3 2025
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
October 16, 2025
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
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
Explore further insights
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TopicAsset allocation insights
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TopicEconomics insights
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TopicESG and responsible investment insights
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TopicETF and ETC insights
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TopicMarket insights
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Asset classAlternatives insights
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Asset classEquity insights
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Asset classFixed income insights
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Asset classLiquidity insights
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Asset classMulti asset insights
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