2025 Investment Outlook
Global markets face a structural reset. Discover how evolving macro trends may impact positioning and portfolio strategy in H2 2025.
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Fixed Income Emerging market local debt | Macro insights
Our experts share their views on the emerging market (EM) local debt asset class. Read their outlook and discover which markets they believe are presenting the most attractive opportunities.
30 June 2025
US equity Quality: A factor for all seasons
Discover how the Quality factor, defined by strong fundamentals and resilience, offers investors a consistent strategy across market cycles. Learn how the S&P 500 Quality Index and Invesco’s ETF provide targeted access to high-quality US companies.
26 June 2025
Weekly Market Compass Oil moves on Middle East tensions, but other markets stay the course
The Middle East dominated the news, but beyond oil and gas, most markets haven’t yet reacted heavily. Central banks remain in somewhat of a wait-and-see mode.
24 June 2025
Asset allocation Applied philosophy: Are US corporate investment grade spreads unusually tight?
Welcome to Applied philosophy, our view on global equity market model sector allocation.
23 June 2025
Asset allocation Quarterly Global Asset Allocation Outlook | Q3 2025
Paul Jackson discusses his insights on portfolio allocations and strategies for the Q3 2025 outlook.
18 June 2025
Weekly Market Compass Putting markets into perspective as Middle East tensions escalate
Geopolitical uncertainty immediately triggered a flight to "safe haven” assets, but the US dollar was largely unaffected.
17 June 2025
ETC What’s driving the gold price? … and other important questions
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.
12 June 2025
ETC Risk-appetite returns with investors’ eyes wide open
European ETF investors added US$28.7bn of net new assets in May, a significant improvement from April.
11 June 2025
Alternatives Private credit quarterly roundup: Liberation Day market responses
Experts from Invesco's bank loan, direct lending and distressed credit teams to share their views from the second quarter of 2025.
9 June 2025
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.
9 June 2025
Market Monthly Market Roundup
In our monthly market roundup for May, Invesco experts give a rundown of a positive month for global equity markets, as well as an update on fixed income markets.
5 June 2025
Fixed Income Global Fixed Income Strategy Monthly Report | May 2025
We speak with IFI portfolio managers about the factors driving US investment grade and how they are navigating the current fixed income environment.
4 June 2025
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