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
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 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
Asset allocation Applied philosophy: Are commodities too optimistic?
Welcome to Applied philosophy, our view on global equity market model sector allocation.
29 May 2025
Alternatives Alternative opportunities: Outlook for private credit, private equity, real assets, and hedge funds
Get an in-depth Q2 report from our alternatives experts including their outlook, positioning, and insight on valuations, fundamentals, and trends.
22 May 2025
Asset allocation Tariff pain relief but not the full cure
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
12 May 2025
Solutions The 4-Life framework: Building blocks for creating a personalised retirement plan
The 4-Life framework helps put in place a robust retirement plan that explicitly addresses the risks people are increasingly facing as they seek to take control of their retirement path. Find out more.
2 May 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.
16 April 2025
Asset allocation Capital market assumptions | Q1 2025
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
14 April 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 Africa 2024: A continent of investment opportunity
We believe Africa will be the economic and investment story of this 21st century. In our second Africa report, Paul Jackson and members of Invesco’s global market strategy team outline the attractive and solid fundamentals that may define the next two-to-three decades for the continent.
9 May 2024
Markets and Economy April 2024 MPS Market Review
After a blistering first quarter of 2024, market momentum finally stalled in April as anxieties grew over the stubborn inflationary backdrop, most notably in the US – the globe’s dominant economy.
2 May 2024
Markets and Economy Q1 2024 – Invesco Model Portfolio Service Market Update
Equity markets continued their impressive form in March and the loosely defined US Tech sector made the most significant contribution to Q1 returns. Meanwhile, the resurgent Energy sector helped the UK bourse to enjoy relative success whilst Japanese equity performance was also pretty eye-catching. However, another relatively disappointing quarter for Emerging Markets.
5 April 2024
Markets and Economy March 2024 MPS Market Review
Equity markets continued their impressive form in March, delivering further gains and rounding out a quite stunning first quarter, largely built upon impressive economic growth and surging earnings performance within US technology companies.
3 April 2024
Markets and Economy February 2024 MPS Market Review
It will have been hard to miss the major market story in February given the likely step up in noise, but it’ll be even harder to miss it next quarter!
4 March 2024
