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.
Maintaining defensive portfolio positioning, favoring fixed income over equities, and underweighting credit risk. Overweight low volatility and quality stocks and staying neutral developed ex-US equities relative to US equities.
David Chao and Thomas Wu in Invesco’s GMS Office share their macro-outlook for Q1 2025. As US policy uncertainty weighs on consumer and business sentiment, they believe regional diversification is key.
Jaijit Kumar, Invesco’s Head of Asia Insurance Solutions shares his Q1 2025 case study on how to enhance insurer’s portfolios using updated capital market assumptions.
In this piece, we look at 20 of the largest APAC and EMEA insurers and assess their approaches to climate investing including targets, strategy and asset allocation.
Maintaining defensive portfolio positioning, favoring fixed income over equities. Upgrading developed ex-US equities to neutral relative to US equities. Favoring defensive equities with low volatility and quality characteristics.
The new year started with positive momentum across risky assets, riding the tailwinds of 2024 while navigating the recent news flow regarding US trade tariffs and the changing competitive landscape in the global AI race.
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.
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.
We believe China’s rental housing market presents significant long term opportunities for investors, driven by supportive government policies, changing lifestyle preferences, and technological adoption.
Six things for investors to watch in the coming weeks, including US Treasury yields, US and European sentiment, US earnings guidance, and Chinese economic data.
Is the current short-term noise and volatility an early indicator of a cyclical movement or a structural shift in commercial real estate investing?
Gain investment clarity in Asia Pacific through our research, specialized insights, and thought leadership.
