Capital market assumptions and periodical insights from our global investment solutions team.
Alternative opportunities Q2 2024
In each new edition, we look at the outlook for private market assets. In particular, we focus on private credit, private equity, real estate, infrastructure and commodities.
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.
Capital market assumptions | Q2 update
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
Insurance Outlook 2024
2024 should mark the beginning of the end for reforms to Solvency II. Having fired the starting gun in February 2019, almost four years later the Commission, European Parliament and European Council are negotiating the final contours of the reform package.
What’s the outlook for private credit, private equity and real assets?
The team at Invesco Investment Solutions shares its analysis on a range of private market asset classes.
How can insurers protect against the havoc of inflation?
Investors of all kinds need to protect their portfolios from the damage inflation can inflict – whether over the short term or the longer term. Insurers are no exception in this regard. Could insurers now benefit from investments outside their traditional asset allocations?
2022 Long-Term Capital Market Assumptions
Invesco Investment Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
2021 Long-Term Capital Market Assumptions Q1 update
Invesco Investment Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
Short-term investment outlook-November Update
This white paper addresses our short-term investment views based on our forward-looking global macro framework.
Podcast: Meeting longer-term liabilities during market uncertainty
In this podcast, Derek Steeden discusses the potential opportunities that could best support institutions during this global pandemic.
Podcast: Short-term outlook and market opportunities with Alessio de Longis
What investment opportunities are there in the current business cycle?
Short-term investment outlook- April Update
During these turbulent times, this white paper addresses our short-term investment views based on our forward-looking global macro framework.
