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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Latest insights
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
UK Equities Is US stock market exceptionalism ending? Does it matter?
Joe Dowling, Fund Manager, and Stephen Anness, Head of Global Equities, explore the shift in global equity dynamics, the case for European equities, and why bottom-up stock selection remains key to long-term returns.
9 June 2025
Markets and Economy Inside the markets | Multi-Asset review
Looking at market trends, political developments, the macroeconomic landscape and the impact it has on market volatility, stay ahead with expert commentary.
9 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
Asian Equities Innovation and growth: An investment case for Asia
Discover why we believe Asia's emerging markets offer some of the most dynamic and fast-growing investment opportunities of our time.
4 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
Weekly Market Compass US economy has been resilient despite trade policy uncertainty
As tariffs were announced, rescinded, invalidated, and resinstated, the US financial markets and economy have shown remarkable resilience.
3 June 2025
Defined contribution Rethinking retirement: How Bond Income Plus Limited could fit the new retirement landscape
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
Asset allocation Applied philosophy: Are commodities too optimistic?
Welcome to Applied philosophy, our view on global equity market model sector allocation.
29 May 2025
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TopicAsset allocation insights
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TopicESG and responsible investment insights
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TopicETF and ETC insights
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TopicMarket insights
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TopicNews and announcements
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Asset classAlternatives insights
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Asset classEquity insights
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Asset classMulti asset insights
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