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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Weekly Market Compass
Mixed 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.
26 June 2024
Asset allocation
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.
25 June 2024
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.
24 June 2024
Asset allocation
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.
20 June 2024
ETC
Monthly commodities update
Find out why Commodities performed well in May, with insights into the key macro events and what we think you should be keeping your eyes on in the near term with our latest commodities update.
19 June 2024
Weekly Market Compass
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.
18 June 2024
Alternatives
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.
12 June 2024
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.
12 June 2024
Market
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.
12 June 2024
Market
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.
11 June 2024
Fixed Income
Euro Corporate Bonds: how we’re positioning portfolios in the current market
Julien Eberhardt, Fund Manager, in the Invesco Fixed Income Europe team shares his thoughts on the key headwinds that have impacted bond market performance in 2024. Find out why he is more positive on rates in Europe than the US and in cautious on credit risk and how this is influencing his management of the Invesco Euro Corporate Bond Fund in our Q&A.
10 June 2024
Fixed Income
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.
7 June 2024
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