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?
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.
Welcome to Applied philosophy, our view on global equity market model sector allocation.
Get an in-depth Q2 report from our alternatives experts including their outlook, positioning, and insight on valuations, fundamentals, and trends.
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
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.
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.
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
Paul Jackson, Global Head of Asset Allocation Research for EMEA, discusses his insights on portfolio allocations and strategies for the Q2 2025 outlook.
Each year, in his Aristotle list, Paul Jackson seeks those, unlikely possibilities -- out-of-consensus ideas for 2025. Read the full list here.
Value investing is expected to enjoy a renaissance as the decades long downtrend in bond yields is finally over. Find out more.
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.
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.
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.
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.
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!
