![The Big Picture – Global Asset Allocation 2024 Outlook](/content/dam/invesco/emea/en/insights/the-big-picture-web.jpg)
Asset allocation
Quarterly Global Asset Allocation Portfolio Outlook | Q3 2024
Paul Jackson, Global Head of Asset Allocation Research, EMEA, provides insights into various economic factors that could be key in the third quarter of 2024.
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.
Quarterly Global Asset Allocation Portfolio Outlook | Q3 2024
Paul Jackson, Global Head of Asset Allocation Research, EMEA, provides insights into various economic factors that could be key in the third quarter of 2024.
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.
As global economies diverge, where are the investment opportunities?
Central banks are on different timelines for rate cuts, political uncertainty is leading to divergence within Europe, and emerging market elections have shown different preferences among voters.
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.
2024 midyear outlook: Is it time to rethink, reset and refresh? Takeaways from our webinar
At the midway point of 2024, our Outlook webinar explores whether its time to rethink, reset and reset your investment views for the rest of the year.
Monthly Market Roundup cov. May 2024
In our Monthly market roundup for May, Invesco experts give a rundown on a positive month for global equity markets, as well as an update on fixed income markets.
Global Equity Market Model Sector Allocation | June 2024
Welcome to Applied philosophy, our view on global equity market model sector allocation.
What would a Labour government mean for the UK?
In Uncommon Truths, Invesco experts Paul Jackson and Andras Vig’s provide a regular in-depth look at the big topics impacting markets.
Climate investing: mitigation and adaptation
Climate change is challenging societies and to address the risks it’s essential we invest in mitigation and adaptation strategies. Find out more.
A cooler US jobs report gives hope for a Federal Reserve rate cut
Is the US economy softening or heading for a substantial slowdown? We discuss the latest jobs report and what copper prices are telling us about global growth.
Rising Treasury yields, falling oil prices, and hawkish talk from the Federal Reserve
A rising 10-year US Treasury yield, falling oil prices, eurozone disinflation, and strong US economic data made market headlines last week.
When will central banks cut interest rates?
I expect the US Federal Reserve, the Bank of Canada, and the European Central Bank to cut rates in June, and the Bank of England to cut as soon as May.
Finding victories in a confusing first quarter for global markets
“Central bank speak” caused confusion and led to some first-quarter market swings, but global markets experienced some “little victories” that may have been easy to overlook.
Three things to know about the US stock market’s new record high
The S&P 500 Index hit a new record high. I discuss what stock market highs mean — and don’t mean — for long-term investors.
2023 Mid-year global policy outlook
A lot has happened in the first half of 2023. But not much has changed in the macro geopolitical front since January. The same issues remain prevalent – the Ukraine-Russia war, US-China tensions, and the post-COVID-19 supply chain realignment all continue.