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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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.
13 December 2024
Market Monthly Market Roundup
In our monthly market roundup for November, Invesco experts provide a rundown of a mixed month for global equities and an update on the fixed income markets.
13 December 2024
Asset allocation Capital market assumptions | 2025
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
12 December 2024
Weekly Market Compass The four Trump policies most likely to impact economic growth
Deregulation and tax cuts could potentially provide a boost to US economic and market growth, while tariffs and immigration restrictions could pose challenges.
11 December 2024
ETC Monthly gold update
Gold declined 3.7% in November, as the market factored in the possible implications of Trump’s second term, with some commentators predicting US interest rates remaining higher for longer. The metal subsequently found support and recovered some of its losses in the latter part of the month. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
10 December 2024
Asset allocation How will we know AI is delivering?
The stock market beneficiaries of AI have so far been the enablers but how will we know that the benefits are spreading?
10 December 2024
Fixed Income Monthly fixed income ETF update
November was a broadly positive month for bond markets as yields rallied into month end. Read our latest thoughts on how fixed income markets performed during the month and what we think you should be looking out for in the near term.
9 December 2024
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.
3 December 2024
Market Trump 2.0: How will Europe respond?
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.
3 December 2024
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 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.
27 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
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