Markets and Economy Markets buoyed by news on trade talks and the Fed chair
2025 has been a roller coaster ride for markets. Comments on tariffs and on Federal Reserve Chair Jerome Powell led to a recent upswing.
29 April 2025
Market and macroeconomic updates
Stay up to date with the latest twists and turns of global markets and macroeconomic news and views from our global market strategists and investment teams.
Asset allocation The sustainability of US debt and gold
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
28 April 2025
Markets and Economy US stocks bear the brunt of global economic uncertainty
he global economic outlook is uncertain, yet European, UK, Chinese, and Japanese stocks all rose last week while US stocks fell.
22 April 2025
Markets and Economy Treasuries, sentiment, and earnings: What investors need to watch
Six things for investors to watch in the coming weeks, including US Treasury yields, US and European sentiment, US earnings guidance, and Chinese economic data.
15 April 2025
Weekly Market Compass Will high tariffs push the US into recession?
As a trade war rages, a massive market sell-off in the US and around the world raises many questions for investors.
9 April 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.
8 April 2025
Market Monthly Market Roundup
In our monthly market roundup for February, Invesco experts give a rundown of a mixed month for global equity markets, as well as an update on fixed income markets.
7 April 2025
Weekly Market Compass Staying focused through tariff uncertainty and market jitters
With policy uncertainty rattling markets and consumer sentiment, it’s important to remember the market's long-term growth throughout its history.
2 April 2025
Asset allocation Strategist from East of the Elbe – Q2 2025
Welcome to Applied philosophy, our view on global equity market model sector allocation.
1 April 2025
Fixed Income Global Fixed Income Strategy Monthly Report
In our regularly updated macroeconomic analysis we offer an outlook for interest rates and currencies – and look at which fixed income assets are favoured across a range of market environments.
31 March 2025
Weekly Market Compass Clouds are forming for the global economy
There are signs of softening global growth prospects and rising economic policy uncertainty, plus a tectonic shift in fiscal stimulus around the globe.
26 March 2025
Asset allocation Quarterly Global Asset Allocation Outlook | Q2 2025
Paul Jackson, Global Head of Asset Allocation Research for EMEA, discusses his insights on portfolio allocations and strategies for the Q2 2025 outlook.
24 March 2025
Insights Taking the pulse of sovereign investors: Geopolitics, China, and fixed income
The world is changing, and sovereign investors see both risks and opportunities from these shifts — from emerging tensions over trade and tariffs, to China’s advancements in strategic sectors, to the changing role of fixed income in portfolios. Explore insights from our survey.
21 March 2025
Weekly Market Compass On the lookout for ‘brown shoots’ in the US economy
I’m hoping not to find signs of a wilting economy, but recessions have historically been caused by policy mistakes, so it’s important to be vigilant.
18 March 2025
Weekly Market Compass Is the US headed for a drop in GDP growth?
The US economy appears to be slowing quickly as consumers brace for tariffs, higher prices, and a possible government shutdown.
4 March 2025
Meet the team
Chief Global Market Strategist, Invesco Ltd Kristina Hooper
BA degree, MBA
Global Market Strategist Arnab Das
BA from Princeton University and PhD from London School of Economics
Global Head of Asset Allocation Research Paul Jackson
BSc in Economics from the London School of Economics and a Master of Philosophy in Economics from Oxford
