2025 Investment Outlook
We expect growth to continue to slow in the near term, followed by a reacceleration through 2025, which should foster a favourable environment for risk assets globally.
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Weekly Market Compass US, European stocks rise despite looming risks
The potential for significant deregulation and tax cuts has excited many investors, leading US stocks to “climb the wall of worry” despite immigration and tariff risks.
December 3, 2024
Investment Outlook Fixed Income: The argument for bonds is the strongest it has been in years
We believe the case for investing in bonds is the strongest it has been since the GFC. Invesco’s experts from across Fixed Income teams and asset classes share their views on the outlook and opportunities.
November 27, 2024
Investment Outlook European Real Estate: A new real estate value cycle
Our experts unpack the 2025 outlook on the evolving real estate market. We explore the implications of recent trends and ESG considerations on the market.
November 27, 2024
Investment Outlook Equities: An improving landscape in the year ahead
The 2025 equities outlook is improving. Balance sheets look healthy, and many stocks are attractively valued, though geopolitical risks remain. Find out more.
November 27, 2024
Investment Outlook Private credit: A strategic source of income in portfolios for the year
Our experts unpack the 2025 market outlook on the evolving private credit market. We explore the implications of recent trends on bank loans, distressed credit and direct lending.
November 27, 2024
Investment Outlook Insurance: Favouring fixed income with an eye on emerging private credit opportunities
Charles Moussier, Head of EMEA Insurance Client Solutions shares his views on the outlook and opportunities for Insurance clients, including why the Insurance team are underweight equities relative to fixed income and may see opportunities for insurers in private credit.
November 27, 2024
Investment Outlook Multi-Asset: Alternative sources of diversification remain crucial
We believe investors need to ensure they have alternative sources of diversification within their multi-asset toolkit. Georgina Taylor for the Multi-Asset Strategies UK team shares her views on the outlook and opportunities.
November 27, 2024
Weekly Market Compass 2025 investment outlook: After the landing
We expect significant monetary policy easing to push global growth higher in 2025, fostering an attractive environment for risk assets as central banks achieve a “soft landing.”
November 26, 2024
ETC An introduction to commodities
The most popular way most investors gain exposure to commodities is through exchange-traded products. You can gain exposure to a single commodity’s price via an exchange-traded commodity (ETC) or to a basket of commodities, such as those represented by the BCOM Index, via an ETF.
November 11, 2024
ETC Monthly gold update
Gold rose 4.2% in October, once again setting new records, despite the US Dollar and Treasury bond yields rising in the month, which would typically be headwinds to the yellow metal. The more powerful drivers were geopolitical, especially further escalation in the Middle East conflict and uncertainty ahead of the US Presidential election. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
November 11, 2024
Weekly Market Compass What are markets telling us about Trump’s decisive victory?
Markets got the clarity they crave with Donald Trump’s decisive victory in the presidential election. Now the focus shifts to taxes, deficits, tariffs, immigration and more.
November 7, 2024
Market What Trump’s win may mean for the markets and economy
Based on his campaign pledges, here are some things we’ll be watching from President-elect Donald Trump and what they may mean for the economy and markets.
November 6, 2024
