
Global Fixed Income Strategy Monthly Report | July 2025
Get an analysis of important drivers of global fixed income markets, including macroeconomic trends, interest rates, currencies, and credit, in our monthly global strategy report.
Our teams manage assets globally across public and private markets.
Managed on behalf of clients worldwide.
Deep expertise across pensions, endowments, insurers, and nonprofits.
We understand that each consultant and their needs are as unique as the clients they serve. Our dedicated team collaborates with local and global consultants to understand specific challenges and objectives, providing personalized support and resources to help navigate the complexities of the investment landscape.
We offer a comprehensive range of diversified investment capabilities that span traditional and alternative asset classes. This enables us to deliver effective solutions that align with client objectives, empowering you to meet their needs with confidence and precision.
Our reputation as an exceptional partner is built on decades of doing things the right way and delivering enhance deal flow and a premier experience for our clients.
We leverage a consistent, conservative fundamental credit process to pursue opportunities across broadly syndicated loans, direct lending, and distressed debt and special situations.
Delivering the breadth of a global fixed income platform with the agility to pursue alpha with conviction and customization.
Delivering strong active capabilities across an opportunity set that spans regions and styles.
Access custom multi-asset solutions across global equities, balanced allocations, alternatives, and ETF/indexing strategies.
Global Fixed Income Strategy Monthly Report | July 2025
Get an analysis of important drivers of global fixed income markets, including macroeconomic trends, interest rates, currencies, and credit, in our monthly global strategy report.
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What will happen to commercial real estate values in 2025?
An important leading indicator for commercial real estate is suggesting a high probability for property value growth in 2025, even amid tariff policy volatility.
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We highlight policy issues to watch in the second half in the US, UK, Europe, and Asia Pacific, including trade and tariffs.
Alternative opportunities: Outlook for private credit, private equity, real assets, and hedge funds.
Get an in-depth Q2 report from our alternatives experts including their outlook, positioning, and insight on valuations, fundamentals, and trends.
We can connect you with a team focused on your investment needs. Reach out to learn more about how our capabilities and services can help support your goals.
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