Market news and macroeconomics insights

The landmark of Toronto CN Tower rising straight up alongside compact corporate skyscrapers in sunrise.

Fixed Income Global Fixed Income Strategy Monthly Report

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.

10 September 2025

Tactical asset allocation monthly commentary

Asset allocation Tactical asset allocation

By Alessio de Longis

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 September 2025

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Markets and Economy Inside the markets | Helping you guide clients

By David Aujla

Looking at market trends, political developments, the macroeconomic landscape and the impact it has on market volatility, stay ahead with expert commentary.

8 September 2025

Orange red and yellow colors of the trees and plants in Acadia National Park

Market Monthly Market Roundup

By Invesco

In our monthly market roundup for August, Invesco experts review a mixed month for global equity markets, alongside key updates in fixed income.

5 September 2025

Aerial view of a tractor working in a vast green field under a clear blue sky.

Fixed Income What is the value of high yield bonds?

By Invesco

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.

22 August 2025

Multi Asset The big headlines | Quarter 2 2025

By Ben Gutteridge

In this regular piece, we summarise the key headlines from the previous quarter and highlight any short-term impact they’ve had on investment performance.

9 July 2025

Weekly Market Compass Oil moves on Middle East tensions, but other markets stay the course

By Invesco Global Market Strategy Office

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 Quarterly Global Asset Allocation Outlook | Q3 2025

By Paul Jackson

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

By Invesco Global Market Strategy Office

Geopolitical uncertainty immediately triggered a flight to "safe haven” assets, but the US dollar was largely unaffected.

17 June 2025

A person holding a gold bar among rows of gold bars, each marked with '1000g' and '999.9'.

ETC What’s driving the gold price? … and other important questions

By Invesco

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

Alternatives Private credit quarterly roundup: Liberation Day market responses

By Scott Baskind, Michael Craig

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

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Defined contribution Rethinking retirement: How Bond Income Plus Limited could fit the new retirement landscape

By Invesco

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.

30 May 2025