Tactical Asset Allocation
Stocks have been resilient, but tariffs are clouding the outlook. In June, we're still defensive, favoring bonds and quality US stocks, but reducing international exposure.
Invesco Resources
Due Diligence Professionals
The role of due diligence professionals has never been more dynamic or critical. That’s why we’re committed to providing the resources you need to make empowered decisions about investment opportunities.
Our commitment to you
We’ve developed resources designed just for due diligence professionals – with key investment offerings, direct access to experts, and tailor-made educational programs – to help amplify your impact.
Investment capabilities to optimize your platform
Our dedicated team partners with you to provide an end-to-end experience for your investment needs. With 1000+ strategies spanning most asset classes and vehicles, we’re committed to ensuring you have the solutions to build a diverse and adaptable platform.
Analytics
Invesco Vision analytics tool
Our proprietary research and analytics platform, Invesco Vision, provides advanced quantitative analysis, risk modeling, and stress testing to help identify opportunities and manage risk effectively.
Transcript
Our experts, at your fingertips
We offer exclusive access to expertise extending far beyond our products. Our dozens of thought leaders sit alongside 1000+ investment professionals and deliver valuable insights into the topics that matter most. Meet a few of our thought leaders and explore a selection of their latest insights below.
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ASSET ALLOCATION 
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ASSET ALLOCATION 
Capital Market Assumptions
Our long-term outlook utilizes a building block approach to estimate asset class returns, risk, and correlations relative to history.
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Alternatives 
Alternative Opportunities
Get an in-depth Q2 report from our alternatives experts including their outlook, positioning, and insight on valuations, fundamentals, and trends.
Support beyond investments
Through Invesco Global Consulting, we offer an array of programs, designed to help maximize your influence and drive team efficiency. Contact us to see how you can bring our programs to your team.
Professional development
Covers preparation tactics, seating strategies, and group presentation skills designed to help you gain support for your investment ideas in boardroom meetings.
Combines the substance and structure of effective communication. Identifies key words to “use” and “lose” in conversations to ensure your intended meaning is accurately interpreted by your audience.
Enhances communication skills by helping you understand your unique DISC profile (Dominance, Influence, Steadiness, and Compliance) to adjust approach and communication style to constituents who have different communication preferences than you.
Provides a framework for leading high-performing teams by applying a "team-focused" approach, covering components such as defining team purpose and vision, setting goals and strategy, implementing systems and processes, managing and developing talent, and tracking success.
Industry trends
Provides research-based communication traps to avoid, and conversation guides to discuss the core benefits of alternatives and increase the use of your available products.
Takes a deeper dive into the research findings and potential benefits of using customized model portfolios, including how to better articulate a model approach to stakeholders, where model solutions can fit investment goals, and how creating these efficiencies can free up time for other critical work.
Meet the team
Our dedicated Investment Due Diligence leaders and their teams act as a central point of contact for Invesco, delivering what you need, when you need it.
Get in touch
Let’s start talking about your challenges and opportunities. Reach out and we’ll connect you with a member of our Investment Due Diligence team.
Thought leaders & experts
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Important information
Alternative products typically hold more non-traditional investments and employ more complex trading strategies, including hedging and leveraging through derivatives, short selling and opportunistic strategies that change with market conditions. Investors considering alternatives should be aware of their unique characteristics and additional risks from the strategies they use. Like all investments, performance will fluctuate. You can lose money.
Fixed income investments are subject to credit risk of the issuer and the effects of changing interest rates. Interest rate risk refers to the risk that bond prices generally fall as interest rates rise and vice versa. An issuer may be unable to meet interest and/or principal payments, thereby causing its instruments to decrease in value and lowering the issuer’s credit rating.
There are risks involved with investing in ETFs, including possible loss of money. Index-based ETFs are not actively managed. Actively managed ETFs do not necessarily seek to replicate the performance of a specified index. Both index-based and actively managed ETFs are subject to risks similar to stocks, including those related to short selling and margin maintenance. Ordinary brokerage commissions apply. The Fund's return may not match the return of the Index. The funds are subject to certain other risks. Please see the current prospectus for more information.
Since ordinary brokerage commissions apply for each ETF buy and sell transaction, frequent trading activity may increase the cost of ETFs.
Invesco does not offer tax advice. Investors should consult their own tax professionals for information regarding their own tax situations.
Invesco models and portfolio consultation services are overseen by the Invesco Solutions team. The team is part of Invesco Advisers, Inc, an investment adviser; it provides investment advisory services to individual clients and does not sell securities.
The Invesco Collective Trust Funds are Bank Collective Trust Funds for which Invesco Trust Company serves as trustee and investment manager. They are available exclusively to qualified retirement plans. The funds are not FDIC-insured or registered with the Securities and Exchange Commission. Fund investors and potential investors are strongly encouraged to review the funds' Declaration of Trust for additional information regarding the operation and investment objectives of the funds.
SMAs are offered by affiliated investment advisers, which provide investment advisory services and do not sell securities. Certain vehicles mentioned are available via affiliates of Invesco Distributors, Inc. Not all of the capabilities and delivery vehicles listed are available on all platforms. Please consult your Invesco representative for more information.
Invesco Vision, designed by the Invesco Solutions team, is a decision support system that combines analytical and diagnostic capabilities to foster better portfolio management decision-making. By helping investors and researchers better understand portfolio risks and trade-offs, it helps to identify potential solutions best aligned with their specific preferences and objectives. The Invesco Vision tool can be used in practice to develop solutions across a range of challenges encountered in the marketplace. For additional information on our methodology, please contact Invesco.
Invesco Solutions develops Capital Market Assumptions (CMAs) that provide long-term estimates for the behavior of major asset classes globally. The assumptions, which are based on 5- and 10-year investment time horizons, are intended to help guide our strategic asset class allocations and should not serve as the basis or primary source for any investment decision. For additional details regarding the methodology used to develop these estimates, please contact Invesco.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
