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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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.
March 10, 2025
Fixed Income Monthly fixed income ETF update
Bond markets generally performed well in February, although there were varying outcomes across different regions. Read our latest thoughts on how fixed income markets fared during the month and what we think you should be looking out for in the near term.
March 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.
March 7, 2025
ETF Equal Weight: A common-sense approach
While most standard equity benchmarks weight their constituents according to market capitalisation, an equal-weighted approach can sometimes make more sense. Discover more about equal-weight and how to gain broad equity exposure without the concentration risk.
March 6, 2025
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.
March 4, 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.
March 4, 2025
Private credit Exploring the key features of AAA-rated CLO notes
Explore the benefits of incorporating AAA-rated CLO notes may provide to an investment strategy including consistent income potential and possible hedge against interest-rate volatility.
March 3, 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.
March 3, 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.
February 25, 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.
February 20, 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.
February 19, 2025
Equities Invesco Global Equity Income – video update
Key things impacting the outlook for global equities in 2025: Donald Trump, artificial intelligence (AI) and ‘hangover stocks’.
February 18, 2025
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