Insights Markets and economy

September proved challenging for investors as rising bond yields, inflation concerns and higher-for-longer interest rates weighed on markets, reinforcing the importance of maintaining a diversified portfolio.

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.

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

Our Strategy & Insights team explore why rising bond yields may reflect stronger growth, what higher rates could mean for markets, and the possible implications for bonds and equities.

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.

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

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.

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

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