Weekly Market Compass Is the US headed for a drop in GDP growth?
The US economy appears to be slowing quickly as consumers brace for tariffs, higher prices, and a possible government shutdown.
4 March 2025
Market strategy
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.
4 March 2025
Asset allocation The Shiller P/E and S&P 500 returns revisited
Welcome to Applied philosophy, our view on global equity market model sector allocation.
3 March 2025
Weekly Market Compass US uncertainty, German elections top global market news
Unemployment concerns and rising inflation expectations contribute to falling US consumer sentiment, while the German election could be a positive catalyst for European equities.
25 February 2025
Weekly Market Compass Chinese stocks surge, concerns about US inflation grow
Catalysts like DeepSeek have sparked a surge in Chinese stocks, while US inflation expectations indicate growing concerns about a resurgence in prices.
20 February 2025
Alternatives Private credit: quarterly market snapshot
Significant focus on the uncertainty of the US macroeconomic backdrop and its potential headwinds on the market remain top of mind for investment opportunities globally. Against this cautious outlook, we asked the experts from Invesco’s bank loan, direct lending and distressed credit teams to share their views as the first quarter of 2025 begins.
19 February 2025
Asset allocation Who will suffer most from US tariffs? Not China or the EU!
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
17 February 2025
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.
12 February 2025
ETC Monthly gold update
Gold kicked off 2025 with a 6.6% gain in January, supported by increasing economic and geopolitical uncertainty particularly related to the impacts of potential trade tariffs. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
12 February 2025
Weekly Market Compass Tariffs, tech earnings, and inflation concerns test markets
Markets absorbed tariff news, tech company earnings, news from the new US Treasury Secretary, disappointing US inflation-related reports, and more.
11 February 2025
Market Monthly Market Roundup
In our monthly market roundup for January, Invesco experts provide an overview of a strong month for global equities and offer an update on the fixed income markets.
6 February 2025
ETF US Equities Quarterly update
US equity markets were boosted in Q4 by enthusiasm around Trump’s election victory, although enthusiasm was tempered in December by the Fed’s cautious approach to future interest rate cuts. Read our quarterly US equities update to find out more.
6 February 2025
