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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Markets and Economy Why market volatility may be part of the bull case
Markets may face AI skepticism, inflation worries, and geopolitical risks, but the bull market still looks intact amid resilient growth.July 27, 2026 -
Markets and Economy Above the Noise: Look beyond AI pullback
AI-related stocks have been volatile, but earnings have remained resilient, leadership has broadened beyond tech stocks, and inflation has cooled.July 24, 2026 -
Markets and Economy Bull market check-in: Key signals to watch
Bull markets don’t end because someone says they will. They’ve typically tended to end when fundamentals deteriorated, which we haven’t seen.July 20, 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.July 18, 2026 -
Markets and Economy Siren songs: AI, inflation, and the Fed’s next move
AI demand, energy risks, and inflation pressures test market resilience and the Federal Reserve’s outlook on monetary policy.July 13, 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.July 9, 2026 -
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
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.
