2024 midyear investment outlook: opportunities amidst divergence
At the mid-way point of 2024, divergence between individual economies has re-emerged as a theme. How will key economic factors play out and what will the impact on markets be?
Insights
Allow our global network of experts and external partners to provide the inspiration you need to stay ahead of markets and industry trends.
Editor's choice
Latest insights
ESG and responsible investing Bridging the climate adaptation gap through blended finance
Our experts in the Invesco investment teams weigh in on how sufficient investment capital and technical assistance for climate adaptation can empower project developers and developing countries to implement climate-resilient infrastructure
29 November 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.
27 November 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.
27 November 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.
27 November 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.
27 November 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.”
26 November 2024
Asset allocation Applied philosophy – Are global equities in a typical mid-cycle phase?
Welcome to Applied philosophy, our view on global equity market model sector allocation.
26 November 2024
Asset allocation Quarterly Global Asset Allocation Portfolio 2025 Outlook
Paul Jackson, Global Head of Asset Allocation Research for EMEA, discusses his insights on portfolio allocations and strategies for the 2025 outlook.
25 November 2024
Market Monthly Market Roundup
In our monthly market roundup for October, Invesco experts provide a rundown of a negative month for global equities and an update on the fixed income markets.
13 November 2024
Weekly Market Compass Politics, central banks, and what matters most to markets
Despite an eventful week in politics, monetary policy from central banks still matters more to markets and economies over the long term.
12 November 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.
11 November 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.
11 November 2024
Explore further insights
Join the 1,200 investors who already subscribe to our newsletter
Sign up to our newsletter to receive the latest investment insights, our upcoming events and webinars, and information about our products and capabilities.
