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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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.
8 January 2025
Fixed Income Monthly fixed income ETF update
In December, bond markets generally performed poorly, driven by rising government bond yields as economic data showed the US economy's resilience, leading to a more hawkish outlook from the Federal Reserve. 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.
8 January 2025
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.
8 January 2025
ETC Monthly gold update
Gold slipped 0.7% lower in December, after the Fed reduced its forecast for interest rate cuts in 2025, leading to a stronger US Dollar and higher bond yields, negatively impacting the metal. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
8 January 2025
Weekly Market Compass A new year begins, and geopolitical instability continues
Markets around the world rose last year despite geopolitical uncertainty, a trend that I believe seems poised to continue.
7 January 2025
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
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
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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