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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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.
February 11, 2025
Fixed Income Monthly fixed income ETF update
Despite the volatility in bond markets throughout January, yields generally ended the month slightly lower, resulting in positive returns for most fixed income asset classes. 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.
February 10, 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.
February 6, 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.
February 6, 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.
February 5, 2025
Weekly Market Compass Tariffs rattle stock markets, but what’s the long-term impact?
Recent history has shown that protectionist measures such as tariffs can hinder economic growth in the near term but don't necessarily create a long-term hurdle for markets.
February 4, 2025
Insurance Bank loans for insurance asset allocation
Broadly syndicated loans feature a favourable long-term risk/return profile compared to HY bonds and equites, making them attractive for insurance companies.
January 31, 2025
Market Market experts take a deep dive into DeepSeek
Our experts address the critical questions that arose following the news of DeepSeek’s artificial intelligence model and the market’s volatile reaction. Find out more.
January 30, 2025
ETF Can you satisfy climate objectives with low tracking error?
Satisfying climate-related goals without the resulting performance deviating too much from standard indices can be challenging. Learn how the EU Climate Transition Benchmark (CTB) offers a solid framework for ETF providers to customise solutions for investors’ needs.
January 30, 2025
Private credit Unlocking the Power of CLOs
How Collateralised Loan Obligations (CLOs) offer portfolio diversification and an attractive potential return profile in today’s evolving financial landscape.
January 30, 2025
Alternatives Alternative opportunities: What’s the outlook update for private credit, private equity, and real assets?
Alternative Opportunities is a quarterly report from Invesco Solutions. In each new edition, we look at the outlook for private market assets.
January 30, 2025
Weekly Market Compass Government debt and inflation talk highlight a busy market week
The market greeted a week of economic meetings, executive orders, and important announcements with rising stocks and falling volatility.
January 29, 2025
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