The December US jobs report showed strong growth, prompting market concerns about the economy running too hot and opening the door to more inflation.
Each year, in his Aristotle list, Paul Jackson seeks those, unlikely possibilities -- out-of-consensus ideas for 2025. Read the full list here.
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.
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.
Markets around the world rose last year despite geopolitical uncertainty, a trend that I believe seems poised to continue.
Value investing is expected to enjoy a renaissance as the decades long downtrend in bond yields is finally over. Find out more.
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.
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
Deregulation and tax cuts could potentially provide a boost to US economic and market growth, while tariffs and immigration restrictions could pose challenges.
