Insights Economics insights

Read our analysis of the latest global economic news and events. These insights provide the context for your investment choices and those of our investment teams.

Economics insights

Asset allocation Tactical asset allocation

Invesco Solutions and Custom Strategies

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.

11 August 2026
Markets and Economy Video: Inside the markets | Helping you guide clients

David Aujla

Looking at market trends, political developments, the macroeconomic landscape and the impact it has on market volatility, stay ahead with expert commentary.

11 August 2026
Fixed Income Global Fixed Income Strategy Monthly Report | August 2026

Invesco

Discover our Global Fixed Income Strategy Monthly Report, we offer an outlook for interest rates and currencies and look at which fixed income assets are favoured across a range of market environments.

11 August 2026
Markets and Economy Monthly Market Roundup | Global Market Insights & Analysis

Invesco

Download Invesco's Monthly Market Roundup for expert analysis of global markets, including Europe, the UK, US, Asia, emerging markets and Fixed Income.

7 August 2026
Markets and Economy Invesco Global Sovereign Asset Management Study 2026

Invesco

The study provides unique insights into the investment objectives and behaviours of sovereign investors and central banks. This year, we surveyed 144 senior investment professionals from 90 sovereign funds and 54 central banks, who collectively manage approximately US$29 trillion in assets.

29 June 2026
ETC What’s driving the gold price? … and other important questions

Invesco

Gold and silver prices set new record highs earlier this year. Find out what’s been driving precious metal prices as well as what investors should know when considering these assets for their portfolios.

23 June 2026
Markets and Economy Rethinking asset management in a changing world order

Benjamin Jones

Rising gold prices over the past few years are a signal that long-term investors should rethink diversification in a more fragmented and politicised world.

17 June 2026
Investment Outlook 2026 midyear outlook: A world disrupted? Resilience endures.

Benjamin Jones

In a time of immense disruption, we believe resilience endures and provides a favourable investment environment for the rest of the year.

15 June 2026
Markets and Economy Markets and the Middle East: Impacts to asset classes

Invesco

Our investment experts discuss the implications of geopolitical risk and high energy prices on their asset classes, and how they’re managing portfolios in this environment.

27 April 2026
Asset allocation Quarterly Global Asset Allocation 2026 Outlook

Paul Jackson

Explore Paul Jackson’s Invesco Big Picture report, covering 2026 themes, markets and asset allocation

1 April 2026
Markets and Economy Value versus growth: Is it time for value?

Paul Jackson

Value investing is expected to enjoy a renaissance as the decades-long downtrend in bond yields is finally over. Find out more.

5 January 2026
Markets and Economy UK Budget: The waiting game is over

Graham Hook, Benjamin Jones

Our experts summarise the announcements made in the 2025 Autumn Budget and their potential implications for investors.

27 November 2025

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