Capital market assumptions and periodical insights from our global investment solutions team.
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.
Capital market assumptions | Q2 update
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
Alternative opportunities: What’s the outlook for private credit, private equity and real assets?
In each new edition, we look at the outlook for private market assets. In particular, we focus on private credit, private equity, real estate, infrastructure and commodities.
Insurance Outlook 2024
2024 should mark the beginning of the end for reforms to Solvency II. Having fired the starting gun in February 2019, almost four years later the Commission, European Parliament and European Council are negotiating the final contours of the reform package.
What’s the outlook for private credit, private equity and real assets?
The team at Invesco Investment Solutions shares its analysis on a range of private market asset classes.
How can insurers protect against the havoc of inflation?
Investors of all kinds need to protect their portfolios from the damage inflation can inflict – whether over the short term or the longer term. Insurers are no exception in this regard. Could insurers now benefit from investments outside their traditional asset allocations?
Alternative investments becoming mainstream – but is access available for all?
The move towards alternative investments has accelerated in recent years. Looking to meet their liability targets, institutions have turned to private markets for enhanced growth, diversification and income. However, while large investors have led the way, do others still encounter barriers to investing?
Short-term investment outlook-November Update
This white paper addresses our short-term investment views based on our forward-looking global macro framework.
Podcast: Short-term outlook and market opportunities with Alessio de Longis
What investment opportunities are there in the current business cycle?
Taking a cashflow-conscious approach
Analyse risk and return with Vision
Invesco Vision is our proprietary system that combines analytical and diagnostic capabilities, marrying the strengths of machine efficiency and transparency with human judgement and collaboration. Learn more here.
Outcome-based investing
This whitepaper is the first of a series highlighting the thinking and capabilities of Invesco Investment Solutions.
