Asset allocation Quarterly Global Asset Allocation 2026 Outlook
As economies show resilience, selectivity and care remain critical for bond investors figuring out where to take duration risk and how to think about returns.
Stay up to date with the latest twists and turns of global markets and macroeconomic news and views from our global market strategists and investment teams.
As economies show resilience, selectivity and care remain critical for bond investors figuring out where to take duration risk and how to think about returns.
In our latest webinar, Market Insights Strategist Ben Gutteridge joined fixed income Fund Managers Stuart Edwards, Rhys Davies, and Tom Hemmant to explore the complexities of today’s market landscape, and offer insights to help investors navigate uncertainty and uncover new opportunities.
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.
Looking at market trends, political developments, the macroeconomic landscape and the impact it has on market volatility, stay ahead with expert commentary.
In our monthly market roundup for October, Invesco experts review a mixed month for global equity markets, alongside key updates in fixed income.
While both main replication methods have their own merits, a swap-based approach could offer an advantage over physical counterparts in certain situations. Find out more.
Discover how Collateralised Loan Obligations (CLOs) can offer portfolio diversification, active management, and access to resilient leveraged loans for professional investors.
In this regular piece, Ben Gutteridge recaps the key headlines from the previous quarter and highlight any short-term impact they’ve had on investment performance.
Unlocking access to a growing asset class with actively managed ETFs.
We speak with IFI portfolio managers about the factors driving US investment grade and how they are navigating the current fixed income environment. Read online.
Private real estate debt offers insurers a way to diversify their portfolios, generate stable income streams, and match their long-term liabilities.
Discover the value of high yield bonds and how they role they can play in a portfolio. Here we explore the case for high-yield bonds in a falling interest rate environment and outline why we believe the world's bond markets, significantly larger than equities, are becoming exciting again.
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.
Experts from Invesco's bank loan, direct lending and distressed credit teams to share their views from the second quarter of 2025.
Discover how Bond Income Plus can support flexible retirement planning in the UK’s evolving pension landscape. Learn how retirees are adapting post-pension freedoms and managing income sustainability.