Asset allocation 2024: A year in review
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
18 December 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 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.
13 December 2024
Asset allocation Capital market assumptions | 2025
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
12 December 2024
Asset allocation Applied philosophy – Are global equities in a typical mid-cycle phase?
Welcome to Applied philosophy, our view on global equity market model sector allocation.
26 November 2024
Asset allocation Quarterly Global Asset Allocation Portfolio 2025 Outlook
Paul Jackson, Global Head of Asset Allocation Research for EMEA, discusses his insights on portfolio allocations and strategies for the 2025 outlook.
25 November 2024
Alternatives Alternative opportunities Q4 2024
Alternative Opportunities is a quarterly report from Invesco Solutions. In each new edition, we look at the outlook for private market assets.
21 October 2024
Asset allocation The Aristotle List: 10 improbable but possible outcomes for 2024
Each year, in his Aristotle list, Paul Jackson seeks those, unlikely-but-possible, out-of-consensus ideas for 2024 that he believes have at least some chance of happening. From possibilities of recession to emerging market outperformance and even the winner of the upcoming Euro 2024 tournament in football. Read the full list here.
19 January 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.
28 March 2023
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.
2 December 2022
