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2024 Investment Outlook
As we move into 2024, we expect the global economy to slow marginally and inflation to gradually subside — clearing the way for central banks to begin cutting interest rates around mid-year.
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Sign up to our newsletterMixed economic data raises questions in US and around the world
As data reports deliver mixed messages on the US economy and the US deficit rises, signs across the globe show diverging central banks and the potential for rising prices.
Quarterly Global Asset Allocation Portfolio Outlook | Q3 2024
Paul Jackson, Global Head of Asset Allocation Research, EMEA, provides insights into various economic factors that could be key in the third quarter of 2024.
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.
Capital market assumptions | Q2 update
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
As global economies diverge, where are the investment opportunities?
Central banks are on different timelines for rate cuts, political uncertainty is leading to divergence within Europe, and emerging market elections have shown different preferences among voters.
Yields maintain record highs and offer positive relative value
Invesco’s bank loans, direct lending and distressed credit teams to share their views as the second quarter of 2024 wraps up.
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.
2024 midyear outlook: Is it time to rethink, reset and refresh? Takeaways from our webinar
At the midway point of 2024, our Outlook webinar explores whether its time to rethink, reset and reset your investment views for the rest of the year.
India equities post-election outlook
The Indian election was narrowly won by Narendra Modi's Bharatiya Janata Party (BJP), but what are the investment implications. Find out more.
Monthly Market Roundup cov. May 2024
In our Monthly market roundup for May, Invesco experts give a rundown on a positive month for global equity markets, as well as an update on fixed income markets.
Monthly fixed income update
Following the sell-off in April, May was a better month for bond markets and saw strong inflows of US$7.0bn into fixed income ETFs, taking the year-to-date total to US$24.8bn. Read our latest thoughts on how fixed income markets performed and what we think you should be looking out for in the near term.
Global Equity Market Model Sector Allocation | June 2024
Welcome to Applied philosophy, our view on global equity market model sector allocation.