Insights Markets and economy

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.

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.

Our Strategy & Insights team explore why rising bond yields may reflect stronger growth, what higher rates could mean for markets, and the possible implications for bonds and equities.

Gold and silver prices set new record highs earlier this year. Find out what’s been driving precious metal prices as well as what investors should know when considering these assets for their portfolios.

Rising gold prices over the past few years are a signal that long-term investors should rethink diversification in a more fragmented and politicised world.

Our investment experts discuss the implications of geopolitical risk and high energy prices on their asset classes, and how they’re managing portfolios in this environment.

Explore Paul Jackson’s Invesco Big Picture report, covering 2026 themes, markets and asset allocation