
Asset allocation Quarterly Global Asset Allocation Outlook | Q4 2025
Paul Jackson, Global Head of Asset Allocation Research, discusses his insights on portfolio allocations and strategies for the Q4 2025 outlook.
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.
Paul Jackson, Global Head of Asset Allocation Research, discusses his insights on portfolio allocations and strategies for the Q4 2025 outlook.
We speak with IFI portfolio managers about the factors driving US investment grade and how they are navigating the current fixed income environment. Read online.
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.
In our monthly market roundup for August, Invesco experts review a mixed month for global equity markets, alongside key updates in fixed income.
Welcome to Applied philosophy, our view on global equity market model sector allocation.
The gold price has made a series of new all-time highs over the past year, driven partly by demand from investors. Find out more about what’s been driving the gold price, as well as answers to some of the other questions that many investors have when considering adding gold to their portfolios.
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
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.
Our experts address the critical questions that arose following the news of DeepSeek’s artificial intelligence model and the market’s volatile reaction. Find out more.
Explore how Europe is preparing for Trump's return to the White House. With trade frictions, security concerns, climate change, and relations with China at the forefront of concerns, the EU faces challenges in maintaining unity and negotiating effectively.
This year’s study, the twelfth in the series, discusses how these factors are influencing asset allocations, and examines the impact on long-term trends, including rising allocations to private credit, emerging markets, and funding the energy transition.