Asset allocation
Capital market assumptions
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
20 June 2024
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
Quarterly Global Asset Allocation Portfolio Outlook | Q2 2024
Paul Jackson, Global Head of Asset Allocation Research, EMEA, provides insights into the growth outlook for Q2 2024, discussing potential central bank interest rate cuts and addressing the question of whether the outcome of US elections affects financial markets.
3 April 2024
Alternatives
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.
21 March 2024
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.
Asset allocation
The Big Picture – Global Asset Allocation 2023 Outlook
It’s our view that 2023 will be a year of transition from a contraction regime to one of recovery.
12 December 2022
Alternatives
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.
14 November 2022
Asset allocation
The Big Picture – Global Asset Allocation Q3 2022
Markets continue to move quickly, against a backdrop of increasing volatility and uncertainty. In the latest edition of ‘The Big Picture’, we look at how this impacts our asset allocation for quarter three of 2022.
3 July 2022
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