Asset allocation Who will suffer most from US tariffs? Not China or the EU!
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
17 February 2025
Asset allocation insights
Read actionable insights from our market strategy and global solutions teams. Where do they see the greatest opportunities in the short-, medium- and long-term?
Asset allocation Where do we find value in Emerging Market equities in 2025?
Welcome to Applied philosophy, our view on global equity market model sector allocation.
12 February 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.
12 February 2025
Alternatives Alternative opportunities: What’s the outlook update for private credit, private equity, and real assets?
Alternative Opportunities is a quarterly report from Invesco Solutions. In each new edition, we look at the outlook for private market assets.
30 January 2025
Asset allocation Asset allocation opportunities and market strategy
In our quarterly analysis, Invesco experts track major trends and structural issues that investors may want to consider when making asset allocation decisions. Read our latest analysis that covers market strategy and opportunities across various asset classes.
22 January 2025
Asset allocation The Aristotle List: 10 improbable but possible outcomes for 2025
Each year, in his Aristotle list, Paul Jackson seeks those, unlikely possibilities -- out-of-consensus ideas for 2025. Read the full list here.
13 January 2025
Asset allocation Value versus growth: Is it time for value?
Value investing is expected to enjoy a renaissance as the decades long downtrend in bond yields is finally over. Find out more.
6 January 2025
Asset allocation Capital market assumptions | 2025
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
12 December 2024
Markets and Economy November 2024 MPS Market Review
Donald Trump completed an historic comeback in November as both he and his Republican Party swept the board in the US Presidential and Congressional elections.
30 November 2024
Asset allocation Quarterly Global Asset Allocation Portfolio 2025 Outlook
Paul Jackson, Global Head of Asset Allocation Research for EMEA, discusses his insights on portfolio allocations and strategies for the 2025 outlook.
25 November 2024
Markets and Economy October 2024 MPS Market Review
The Global stock market accrued further gains in October, however, this aggregated statistic belied mixed performance beneath the surface.
1 November 2024
Multi Asset Investing in multi-asset funds can manage UK CGT liability as rates increase
Learn how multi-asset funds can help manage UK CGT liability and reduce risk in market uncertainty. Find out more.
30 October 2024
Markets and Economy September 2024 MPS Market Review
Global stock markets accrued impressive gains through September, rounding out a positive, if emotional, 3rd quarter for investors.
1 October 2024
Markets and Economy August 2024 MPS Market Review
Global Stock markets, in aggregate, carved out marginal gains across August, however, this net performance masks far higher levels of volatility beneath the surface.
3 September 2024
Markets and Economy July 2024 MPS Market Review
Stocks delivered reasonable returns across July, though a vicious sting in the tail would await investors.
5 August 2024
