An investor’s guide to the US presidential election
We assess the key differences between Donald Trump’s and Kamala Harris’s policy platforms, and highlight the potential implications for the financial markets.
7 October 2024
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Fixed Income 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.
20 December 2024
Weekly Market Compass Fiscal conservatism and other global economic themes for 2025
A growing trend toward fiscal conservatism, the continued importance of monetary policy, increasing geopolitical risks, and technological innovation could drive global markets in the new year.
18 December 2024
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
Market Monthly Market Roundup
In our monthly market roundup for November, Invesco experts provide a rundown of a mixed month for global equities and an update on the fixed income markets.
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
Weekly Market Compass The four Trump policies most likely to impact economic growth
Deregulation and tax cuts could potentially provide a boost to US economic and market growth, while tariffs and immigration restrictions could pose challenges.
11 December 2024
ETC Monthly gold update
Gold declined 3.7% in November, as the market factored in the possible implications of Trump’s second term, with some commentators predicting US interest rates remaining higher for longer. The metal subsequently found support and recovered some of its losses in the latter part of the month. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
10 December 2024
Real estate Opportunity in real estate credit
Higher interest rates, reduced basis, and tighter bank regulations are potential positives for commercial real estate (CRE) credit and why we see opportunity.
9 December 2024
Fixed Income Monthly fixed income ETF update
November was a broadly positive month for bond markets as yields rallied into month end. 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.
9 December 2024
Investment Outlook UK Pensions: A period of profound transformation
Our experts unpack the 2025 outlook on the evolving Pensions market. How will UK DC, DB and LGPS pensions industry be impacted by regulation and innovation over the next 10 years. Find out more.
4 December 2024
Weekly Market Compass US, European stocks rise despite looming risks
The potential for significant deregulation and tax cuts has excited many investors, leading US stocks to “climb the wall of worry” despite immigration and tariff risks.
3 December 2024
Market Trump 2.0: How will Europe respond?
Explore how Europe is preparing for Trump's return to the White House. With trade frictions, security concerns, climate change, and relations with China at the forefront of concerns, the EU faces challenges in maintaining unity and negotiating effectively.
3 December 2024
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