Market news and macroeconomics insights

Stay up to date with the latest twists and turns of global markets and macroeconomic news and views from our global market strategists and investment teams.

Asset allocation How will we know AI is delivering?

By Paul Jackson

The stock market beneficiaries of AI have so far been the enablers but how will we know that the benefits are spreading?

10 December 2024

Fixed Income Monthly fixed income ETF update

By Invesco

November was a broadly positive month for bond markets as yields rallied into month end. Read our latest thoughts on how fixed income markets performed during the month and what we think you should be looking out for in the near term.

9 December 2024

Weekly Market Compass US, European stocks rise despite looming risks

By Kristina Hooper

The potential for significant deregulation and tax cuts has excited many investors, leading US stocks to “climb the wall of worry” despite immigration and tariff risks.

3 December 2024

Market Trump 2.0: How will Europe respond?

By Graham Hook

Explore how Europe is preparing for Trump's return to the White House. With trade frictions, security concerns, climate change, and relations with China at the forefront of concerns, the EU faces challenges in maintaining unity and negotiating effectively.

3 December 2024

Markets and Economy November 2024 MPS Market Review

By Ben Gutteridge

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

ESG and responsible investing Bridging the climate adaptation gap through blended finance

By Paul Jackson, Gerald Evelyn

Our experts in the Invesco investment teams weigh in on how sufficient investment capital and technical assistance for climate adaptation can empower project developers and developing countries to implement climate-resilient infrastructure

29 November 2024

Investment Outlook Fixed Income: The argument for bonds is the strongest it has been in years

By Invesco

We believe the case for investing in bonds is the strongest it has been since the GFC. Invesco’s experts from across Fixed Income teams and asset classes share their views on the outlook and opportunities.

27 November 2024

Weekly Market Compass 2025 investment outlook: After the landing

By Kristina Hooper

We expect significant monetary policy easing to push global growth higher in 2025, fostering an attractive environment for risk assets as central banks achieve a “soft landing.”

26 November 2024

Applied philosophy – Strategist from East of the Elbe

Asset allocation Applied philosophy – Are global equities in a typical mid-cycle phase?

By András Vig

Welcome to Applied philosophy, our view on global equity market model sector allocation.

26 November 2024

The Big Picture – Global Asset Allocation 2025 Outlook

Asset allocation Quarterly Global Asset Allocation Portfolio 2025 Outlook

By Paul Jackson, András Vig

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

Market US election webinar: Trump wins. What do the results mean for investors? Our takeaways

By Invesco

Trump has won the race to the White House. Discover what this means for investors in the last of our three-part webinar series on the US election.

19 November 2024

Market Monthly Market Roundup

By Invesco

In our monthly market roundup for October, Invesco experts provide a rundown of a negative month for global equities and an update on the fixed income markets.

13 November 2024

Weekly Market Compass Politics, central banks, and what matters most to markets

By Kristina Hooper

Despite an eventful week in politics, monetary policy from central banks still matters more to markets and economies over the long term.

12 November 2024

Weekly Market Compass What are markets telling us about Trump’s decisive victory?

By Kristina Hooper

Markets got the clarity they crave with Donald Trump’s decisive victory in the presidential election. Now the focus shifts to taxes, deficits, tariffs, immigration and more.

7 November 2024