Research

We believe that investing in research and using insights to advance and evolve is critical to meeting the long-term needs of our clients.

Our research includes perspectives from Invesco’s investment teams covering a myriad of topics across asset classes, regions and investment styles – and features collaborations with advisory firms and think tanks.

Our goal is to look beyond the obvious and present research that gives unique insights and practical applications to help you achieve your investment goals.

Emerging Markets Research

Invesco teamed up with Economist Impact (formerly The Economist Intelligence Unit) to understand trends around emerging markets and how institutional investors are investing in this space.

Intra-emerging markets trade and investment amid new globalisation

Invesco teamed up with Economist Impact to investigate the evolving role of emerging markets in the global economy.

China Position Study

Invesco teamed up with Economist Impact (formerly The Economist Intelligence Unit) to understand how institutional investors invest in China today.

China Position 2021

For the 2021 research, 200 asset owners were surveyed on their views with the aim to better understand the sentiment these large—often market making—funds have in terms of investment stance toward the Chinese market. The research is designed to go beyond media headlines to address the actual strategy and exposure levels of the world’s largest institutional investors.

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The China Position

Invesco first teamed up with the Economist Intelligence Unit in 2019 to conduct the China Position study. The report sought to understand how professional investors invest in China. Read the whitepaper to discover more.

Investment Outlook

Invesco's Global Market Strategy Office brings together some of the key investment professionals and thought leaders at the firm to formulate our mid-year and annual investment outlook.

2025 Investment Outlook

We expect growth to continue to slow in the near term, followed by a reacceleration through 2025, which should foster a favorable environment for risk assets globally.

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2024 Mid-Year Investment Outlook

At the mid-way point of 2024, divergence between individual economies has re-emerged as a theme. How will key economic factors play out and what will the impact on markets be?

Global Sovereign Asset Management Study

Invesco has been running an annual study of sovereign investors since 2013. Key decision makers within sovereign wealth funds and central banks are interviewed on their investment preferences and the themes impacting their allocations.

Invesco Global Sovereign Asset Management Study 2024

Uncover the themes shaping the future of official institutions.

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Invesco Global Sovereign Asset Management Study 2023

Welcome to Invesco’s eleventh annual study of sovereign investors. Initiated in 2013, this study has expanded in scope over time. This year, it captures the viewpoints and opinions of 142 chief investment officers, heads of asset classes, and senior portfolio strategists from 85 sovereign wealth funds and 57 central banks. Collectively, these institutions manage approximately US$21 trillion in assets (as of March 2023).

Global Systematic Investing Study

Invesco’s Global Systematic Investing Study reflects on the progression of quantitative investing over the past 7 years. Since its inception in 2016, this report has provided insights into factor investing. Going forward, the report takes a broader view encompassing the full, and rapidly advancing, systematic investing space.

2024 Invesco Global Systematic Investing Study

This year’s study continues to provide valuable insights into the rapidly evolving landscape of systematic investing, chronicling the latest innovations and how practitioners globally are leveraging advanced quantitative techniques across asset classes. Based on interviews with systematic investors, this research collects the opinions of senior decision-makers responsible for managing $22.3 trillion in assets (as of 31 March 2024).

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2023 Invesco Global Systematic Investing Study

This year, we’ve refreshed the title of the annual factor investing study, to the Global Systematic Investing Study, reflecting the progression of quantitative investing over the past 7 years.

Long-Term Capital Market Assumptions

Invesco Investment Solutions develops Long-Term Capital Market Solutions (LTCMAs) on a quarterly and annual basis that provide long-term estimates for the behavior of major asset classes globally.

2024 Long-Term Capital Market Assumptions

Invesco Solutions is proud to present our 2024 Capital Market Assumptions (CMAs). We hope the insights and data presented in this publication assist in your asset allocation process as you begin to rebalance portfolios in the coming months.

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2023 Long-Term Capital Market Assumptions

The 2023 Long-Term Capital Market Assumptions provides long-term estimates for the behavior of 170+ major asset classes, including global and Asian assets, and coverage across equities, fixed income, real estate, private equity, and private debt. Read the whitepaper to discover more.

Tsinghua-Invesco Research Collaboration

Beginning in November 2021, Tsinghua PBC School of Finance has been collaborating with Invesco and Invesco Great Wall on research focused on investment opportunities and approaches in China.