Portfolio Playbook
Get timely investment ideas, an overview of what’s happening in the markets, and tips to help optimize your portfolios in our monthly playbook.
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Equities Value stocks: A dynamic approach in a changing world
Learn how our active value investors assess valuation metrics, avoid value traps, and find opportunities in areas like health care.July 1, 2026 -
Video
Real estate How to talk to clients about 1031 exchanges
A 1031 exchange can play a meaningful role in tax-efficient real estate strategies, but the rules, timelines, and trade-offs can be complex.June 30, 2026 -
Markets and Economy Case for a healthy market rotation vs. a tech bubble
Tech stocks have cooled, but broader market strength and falling inflation pressures tell a different story today than the 1990s tech bubble.June 29, 2026 -
Markets and Economy Above the Noise: AI, markets, and momentum
AI momentum continued, and peaks in oil prices, inflation expectations, and interest rates could create a good macro backdrop for markets.June 23, 2026 -
Markets and Economy Why the Fed may need to stay patient
Oil prices dropped dramatically, and inflation breakevens fell, which makes recent talk of a Fed rate hike seem disconnected from the backdrop.June 22, 2026 -
US equities Diversify beyond growth with large-cap value
Value stocks can play an important role in building diversified portfolios across different market environments.June 15, 2026 -
Markets and Economy Market story: Monetary policy, not rockets
The SpaceX IPO isn’t what may drive the stock market. Policy, inflation expectations, and easing geopolitical uncertainty may matter more.June 15, 2026 -
Investment Outlook 2026 midyear outlook: World disrupted? Resilience endured
In a world undergoing immense disruption, we believe resilience has endured, which should provide a favorable investment environment.June 15, 2026 -
Investing Basics What are options, and where can they fit in your portfolio?
Options let investors buy or sell an investment at a given price by a certain date. Learn more about options and their potential benefits.June 12, 2026 -
Alternatives SteelPath commentary on the midstream energy infrastructure industry
Get monthly insight from the Invesco SteelPath team on midstream industry happenings, including performance, news, and a chart of the month.June 10, 2026 -
Municipals Thoughts from the Municipal Bond Desk
Get expert insight on what’s happening in the muni market and munis by the numbers, a quick look at the key data points, in the latest edition.June 8, 2026 -
Markets and Economy Market downturn narratives may be missing the mark
The narratives on last week’s market downturn seem to be driven by perception. The pullback doesn’t appear to be a sign of structural weakness.June 8, 2026
Explore all insights
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Markets and economy
Fresh perspectives on economic trends and events impacting the global markets.
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Investments
Insights on investing implications, market movements, and structural changes in a shifting world.
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ETF insights
Explore our latest insights on investment opportunities and potential ways to use ETFs in a portfolio.
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ETF education
We’re here to help you better understand investing in ETFs. Explore our resources below to learn more.
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Podcasts
Join us for candid conversations with portfolio managers, market strategists, economists, political experts and more, about the possibilities they see ahead.
