2025 Investment Outlook
Global markets face a structural reset. Discover how evolving macro trends may impact positioning and portfolio strategy in H2 2025.
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Latest insights
Asset allocation Capital market assumptions | Q3 2025
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
16 October 2025
ETF A new approach to investing in AAA-rated CLOs
Unlocking access to a growing asset class with actively managed ETFs.
15 October 2025
ETF A proven, systematic approach to active investing
Find out what objectives a systematic active approach might aim to achieve and how an equity ETF using this strategy fits in between pure passive and traditional active management.
14 October 2025
Market Monthly Market Roundup
In our monthly market roundup for September, Invesco experts review a mixed month for global equity markets, alongside key updates in fixed income.
9 October 2025
ETC ETF Snapshot: Rate cuts and broken records
European ETF flows set new records with US$46.8bn of NNA in September alone, taking AUM to over US$3 trillion.
9 October 2025
Asset allocation Tactical asset allocation
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.
8 October 2025
Fixed Income Global Fixed Income Strategy Monthly Report
We speak with IFI portfolio managers about the factors driving US investment grade and how they are navigating the current fixed income environment. Read online.
6 October 2025
Equities Stock picking for ‘income today, income tomorrow’ – A conversation on UK Equity
Invesco fund managers James Goldstone and Ciaran Mallon sit down to discuss the strategy behind the Invesco UK Equity High Income Fund (UK).
3 October 2025
Alternatives Alternative opportunities: Outlook for private credit and equity, real assets, and hedge funds
Get an in-depth Q3 report from our alternatives experts, including their outlook, positioning, and insight on valuations, fundamentals, and trends.
2 October 2025
Asset allocation Quarterly Global Asset Allocation Outlook | Q4 2025
Paul Jackson, Global Head of Asset Allocation Research, discusses his insights on portfolio allocations and strategies for the Q4 2025 outlook.
24 September 2025
Real estate Private real estate debt: A strategic asset class for insurers
Private real estate debt offers insurers a way to diversify their portfolios, generate stable income streams, and match their long-term liabilities.
22 September 2025
Asian Equities Why savvy investors are turning to Asia via our Asia Dragon Investment Trust
From world-leading tech manufacturers to fast-growing consumer businesses, Asia and emerging markets are home to some of the most dynamic companies on the planet. Discover how our investment team identifies undervalued opportunities and builds resilient portfolios that aim to deliver long-term returns through all market cycles.
19 September 2025
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Asset classAlternatives insights
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