Stay up to date with the latest twists and turns of global markets and macroeconomic news and views from our global market strategists and investment teams.
The December US jobs report showed strong growth, prompting market concerns about the economy running too hot and opening the door to more inflation.
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.
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.
Markets around the world rose last year despite geopolitical uncertainty, a trend that I believe seems poised to continue.
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.
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.
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
Deregulation and tax cuts could potentially provide a boost to US economic and market growth, while tariffs and immigration restrictions could pose challenges.
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.
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.
Our experts in the Invesco investment teams weigh in on how sufficient investment capital and technical assistance for climate adaptation can empower project developers and developing countries to implement climate-resilient infrastructure
We expect significant monetary policy easing to push global growth higher in 2025, fostering an attractive environment for risk assets as central banks achieve a “soft landing.”
Welcome to Applied philosophy, our view on global equity market model sector allocation.
Paul Jackson, Global Head of Asset Allocation Research for EMEA, discusses his insights on portfolio allocations and strategies for the 2025 outlook.
Despite an eventful week in politics, monetary policy from central banks still matters more to markets and economies over the long term.
BA degree, MBA
BA from Princeton University and PhD from London School of Economics
BSc in Economics from the London School of Economics and a Master of Philosophy in Economics from Oxford
