Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.
Capital market assumptions and periodical insights from Invesco's global Investment Solutions team.
Invesco Solutions is proud to present our 2025 Capital Market Assumptions providing the long-term estimates for over 170 major asset classes to aid in strategic and tactical asset allocation decisions.
Uncover the themes shaping the future of official institutions.
Invesco Solutions construct customized, outcome-oriented solutions for our clients. This entails a diversified, comprehensive, “all of the above” approach to portfolio construction, incorporating both public and private markets investments. Chris Hamilton discusses in this video.
The drivers of asset prices and how to unlock their potential.
The December FOMC meeting delivered a significant shift in strategy by the Fed compared to the communication at Jackson Hole in August, with renewed focus and concern on inflation. Equity and bond market sensitivity to economic data is likely to increase in 2025.
We use our quarterly journal, Risk & Reward, to present innovative and timely analysis from our quantitative investment teams.
Maintain defensive portfolio positioning. Overweight fixed income vs. equities, favoring US equities over developed ex-US and emerging markets, defensive equity factors, higher duration, and credit quality.
We believe investors need to ensure they have alternative sources of diversification within their multi-asset toolkit. Georgina Taylor for the Multi-Asset Strategies UK team shares her views on the outlook and opportunities.
Charles Moussier, Head of EMEA Insurance Client Solutions shares his views on the outlook and opportunities for Insurance clients, including why the Insurance team are underweight equities relative to fixed income and may see opportunities for insurers in private credit.
Jaijit Kumar, Invesco’s Head of Asia Insurance Solutions shares his Q4 analysis on key considerations for insurers.
Maintain defensive portfolio positioning. Overweight fixed income vs. equities, favoring US equities, defensive equity factors, higher duration, and credit quality.
Our Asia Forum 2024: Positioning portfolios for the innovation era navigated the latest trends and opportunities in the investment landscape.
In this article, the authors explore the implications for multi-asset investors of including an allocation to Bitcoin in their portfolios. Find out more.
Our CMA valuation building block model considers two critical variables when determining a fair valuation for equities: Inflation expectations, and interest rates, which we then compare to current valuations to determine whether they are likely to expand or contract over our forecast period.
Our macro framework continues to suggest the global economy is likely to remain in a contraction regime, with growth below its long-term and decelerating.
Despite a roundtrip price action, we believe August was a pivotal month for markets going forward, marking a shift from inflation and artificial intelligence to growth and employment as primary drivers of market performance.
Sort through the noise of volatility by exploring exciting possibilities here.
Expert voices from within Invesco and partnaring affiliates share thier views on trends, and current and upcoming investment opportunities.
In this outlook for 2025, we highlight ten sustainable investing opportunities that we believe can drive value creation this year. Find out more.
Digital assets enjoyed strong performance in 2024. In 2025, we expect this momentum to continue as a series of positive headlines and legislative progress look likely. Find out more.
Aristotle said that “probable impossibilities are to be preferred to improbable possibilities”, meaning that we find it easier to believe in interesting impossibilities (B52s on the moon, say) than in unlikely possibilities.
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.
