Asset allocation What could prevent a further collapse in US stocks?
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
15 April 2025
Asset allocation insights
Read actionable insights from our market strategy and global solutions teams. Where do they see the greatest opportunities in the short-, medium- and long-term?
Asset allocation Capital market assumptions | Q1 2025
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
14 April 2025
Asset allocation Tactical asset allocation
Welcome to our Tactical Asset Allocation hub. Here you’ll find a selection of the most recent research from Invesco Solutions. Read our latest analysis that covers market strategy and opportunities across various asset classes.
8 April 2025
Asset allocation Strategist from East of the Elbe – Q2 2025
Welcome to Applied philosophy, our view on global equity market model sector allocation.
1 April 2025
Asset allocation Quarterly Global Asset Allocation Outlook | Q2 2025
Paul Jackson, Global Head of Asset Allocation Research for EMEA, discusses his insights on portfolio allocations and strategies for the Q2 2025 outlook.
24 March 2025
Alternatives Alternative opportunities: What’s the outlook update for private credit, private equity, and real assets?
Alternative Opportunities is a quarterly report from Invesco Solutions. In each new edition, we look at the outlook for private market assets.
30 January 2025
Asset allocation The Aristotle List: 10 improbable but possible outcomes for 2025
Each year, in his Aristotle list, Paul Jackson seeks those, unlikely possibilities -- out-of-consensus ideas for 2025. Read the full list here.
13 January 2025
Fixed Income Fixed income in 2023: Invesco’s flexible approach for navigating market uncertainty
We share our scenario analysis to help clients navigate an uncertain landscape. Our base case is that inflation has peaked – in which case we favour high yield credit and emerging market assets. Should inflation prove more persistent, with a deeper recession on the cards, then cash and government bonds are the order of the day. Read on for details – and for why we favour investment grade credit in both scenarios.
28 March 2023
Multi Asset Market sentiment continues to improve
Market sentiment continues to improve, and Europe shows early signs of a rebound. We remain overweight risk, via emerging and developed ex-US equities, cyclical factors, and risky credit.
20 January 2023
