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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.

Integrating fundamental active management into an ETF wrapper isn’t always straightforward. Discover how intelligent product structure and strategy design can overcome the challenges in fixed income for a unique new tool for investors.

Get an in-depth outlook on private credit and equity, real assets, and hedge funds from our alts experts, including positioning and insight on valuations, fundamentals, and trends.

Address client concerns about the possible investment implications of the US-Iran conflict, with talking points for financial professionals.

As Dutch institutional investors adapt to a changing investment and regulatory landscape, the role of ETFs continues to evolve. In this webinar, industry experts discuss how ETFs are increasingly being used beyond tactical asset allocation, becoming strategic portfolio building blocks for pension funds, insurers and other institutional investors.

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.

Download Invesco's Monthly Market Roundup for expert analysis of global markets, including Europe, the UK, US, Asia, emerging markets and Fixed Income.

AI is reshaping markets, productivity, infrastructure demand, and sector leadership. What does this mean for long-term investors? This article breaks it down.

Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.

Explore the latest gold price trends, inflation and Fed rate expectations, plus our outlook for gold and how an allocation might help with portfolio diversification.

Explore how CLO ETFs can help investors seek growth opportunities through active portfolio management, flexibility, diversification and the efficiency of the ETF structure.

The longer-term case for European equities includes valuation, diversification, a genuine fiscal turn, a sector mix suited to today's regime, and income generation.

Many pensions suffer from fragmented investment management. But consolidation alone cannot solve the core problem if the implementation remains a collection of overlapping active mandates.

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.

After a strong 2025, can emerging market stocks continue to outperform developed markets in the coming years? We believe they can, thanks to several structural reasons and cyclical factors.