2025 Investment Outlook
Global markets face a structural reset. Discover how evolving macro trends may impact positioning and portfolio strategy in H2 2025.
Insights
Allow our global network of experts and external partners to provide the inspiration you need to stay ahead of markets and industry trends.
Sign up to our newsletter
Latest insights
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.
1 July 2025
Equities Why ‘income today, income tomorrow’ matters – A conversation on UK Equity
UK Equity Fund Managers James Goldstone and Ciaran Mallon, hosted by Georgina Millar, explore the importance of income, strategies for capturing it, balancing short- and long-term income goals, and when their approach works best.
30 June 2025
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
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 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 Is ChiNext 50 the new Nasdaq-100?
For investors who see the industrial automation, healthtech, and AI sectors as the future growth drivers, the ChiNext 50 could potentially be a significant index for growth innovation. Find out more in our latest article.
12 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
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
Explore further insights
-
TopicAsset allocation insights
-
TopicEconomics insights
-
TopicESG and responsible investment insights
-
TopicETF and ETC insights
-
TopicMarket insights
-
TopicNews and announcements
-
Asset classAlternatives insights
-
Asset classEquity insights
-
Asset classFixed income insights
-
Asset classLiquidity insights
-
Asset classMulti asset insights
Keep up-to-date
Sign up to receive the latest insights from Invesco’s global team of experts and details about on demand and upcoming online events.
