
2025 Investment Outlook
We expect growth to continue to slow in the near term, followed by a reacceleration through 2025, which should foster a favourable environment for risk assets globally.
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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.
Invesco Real Estate’s value-add team discusses its approach in a challenging market highlighting a disciplined, local team-based execution programme and strategic investments in sectors like logistics and living.
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.
Significant focus on the uncertainty of the US macroeconomic backdrop and its potential headwinds on the market remain top of mind for investment opportunities globally. Against this cautious outlook, we asked the experts from Invesco’s bank loan, direct lending and distressed credit teams to share their views as the first quarter of 2025 begins.
Nageen Javaid, Invesco Associate Client Portfolio Manager, discusses the role of bonds in the transition. As achieving net zero carbon emissions by 2050 has become a central goal for governments, corporations, and environmental advocates worldwide.
Key things impacting the outlook for global equities in 2025: Donald Trump, artificial intelligence (AI) and ‘hangover stocks’.
Gold kicked off 2025 with a 6.6% gain in January, supported by increasing economic and geopolitical uncertainty particularly related to the impacts of potential trade tariffs. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
India is one of the strongest growing economies in Asia, driven by digital transformation, robust consumption and expanding exports. Find out more.
The most popular way most investors gain exposure to commodities is through exchange-traded products. You can gain exposure to a single commodity’s price via an exchange-traded commodity (ETC) or to a basket of commodities, such as those represented by the BCOM Index, via an ETF.
Despite the volatility in bond markets throughout January, yields generally ended the month slightly lower, resulting in positive returns for most fixed income asset classes. Read our latest thoughts on how fixed income markets performed during the month and what we think you should be looking out for in the near term.
How Collateralised Loan Obligations (CLOs) offer portfolio diversification and an attractive potential return profile in today’s evolving financial landscape.
US equity markets were boosted in Q4 by enthusiasm around Trump’s election victory, although enthusiasm was tempered in December by the Fed’s cautious approach to future interest rate cuts. Read our quarterly US equities update to find out more.