Asset allocation
Applied philosophy – Strategist from East of the Elbe
Welcome to Applied philosophy, our view on global equity market model sector allocation.
9 September 2024
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?
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
Asset allocation
Rotating markets and politics
In Uncommon Truths, Invesco experts Paul Jackson and Andras Vig’s provide a regular in-depth look at the big topics impacting markets.
19 August 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
Alternatives
Alternative opportunities Q2 2024
In each new edition, we look at the outlook for private market assets. In particular, we focus on private credit, private equity, real estate, infrastructure and commodities.
16 July 2024
Multi Asset
Investing in multi-asset funds can manage UK CGT liability following cuts to annual allowance
Learn how multi-asset funds can help manage UK CGT liability and reduce risk in market uncertainty.
8 July 2024
Markets and Economy
June 2024 MPS Market Review
Stocks endured mixed performance in June as US shares resumed their position of global leadership whilst European bourses, rocked by political uncertainty, fell away.
3 July 2024
Asset allocation
Quarterly Global Asset Allocation Portfolio Outlook | Q3 2024
Paul Jackson, Global Head of Asset Allocation Research, EMEA, provides insights into various economic factors that could be key in the third quarter of 2024.
25 June 2024
Asset allocation
Capital market assumptions | Q2 update
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
20 June 2024
Markets and Economy
May 2024 MPS Market Review
Following a challenging April, stock markets enjoyed a recovery in May, delivering firmly positive performance across most developed markets, despite a slew of high-profile political developments.
3 June 2024
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
Asset allocation
Asset allocation opportunities and market strategy | Spring fatigue
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 April 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
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.
5 April 2024
