Asset allocation Where do we find value in Emerging Market equities in 2025?
Welcome to Applied philosophy, our view on global equity market model sector allocation.
12 February 2025
Market and macroeconomic updates
Stay up to date with the latest twists and turns of global markets and macroeconomic news and views from our global market strategists and investment teams.
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.
12 February 2025
Weekly Market Compass Tariffs, tech earnings, and inflation concerns test markets
Markets absorbed tariff news, tech company earnings, news from the new US Treasury Secretary, disappointing US inflation-related reports, and more.
11 February 2025
Market Monthly Market Roundup
In our monthly market roundup for January, Invesco experts provide an overview of a strong month for global equities and offer an update on the fixed income markets.
6 February 2025
Fixed Income Global Fixed Income Strategy Monthly Report
In our regularly updated macroeconomic analysis we offer an outlook for interest rates and currencies – and look at which fixed income assets are favoured across a range of market environments.
5 February 2025
Weekly Market Compass Tariffs rattle stock markets, but what’s the long-term impact?
Recent history has shown that protectionist measures such as tariffs can hinder economic growth in the near term but don't necessarily create a long-term hurdle for markets.
4 February 2025
Market Market experts take a deep dive into DeepSeek
Our experts address the critical questions that arose following the news of DeepSeek’s artificial intelligence model and the market’s volatile reaction. Find out more.
30 January 2025
Weekly Market Compass Government debt and inflation talk highlight a busy market week
The market greeted a week of economic meetings, executive orders, and important announcements with rising stocks and falling volatility.
29 January 2025
Asset allocation Alternatives under the microscope 2024
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
27 January 2025
Weekly Market Compass Inflation, tariffs, and other investor questions answered
Will US inflation rise? Are tariffs a concern? With the new year and a new Trump administration, investors have questions about the economy and markets.
22 January 2025
Weekly Market Compass Did markets overreact to the December US jobs report?
The December US jobs report showed strong growth, prompting market concerns about the economy running too hot and opening the door to more inflation.
14 January 2025
Weekly Market Compass A new year begins, and geopolitical instability continues
Markets around the world rose last year despite geopolitical uncertainty, a trend that I believe seems poised to continue.
7 January 2025
Weekly Market Compass Fiscal conservatism and other global economic themes for 2025
A growing trend toward fiscal conservatism, the continued importance of monetary policy, increasing geopolitical risks, and technological innovation could drive global markets in the new year.
18 December 2024
Weekly Market Compass The four Trump policies most likely to impact economic growth
Deregulation and tax cuts could potentially provide a boost to US economic and market growth, while tariffs and immigration restrictions could pose challenges.
11 December 2024
Weekly Market Compass US, European stocks rise despite looming risks
The potential for significant deregulation and tax cuts has excited many investors, leading US stocks to “climb the wall of worry” despite immigration and tariff risks.
3 December 2024
