Read actionable insights from our market strategy and global solutions teams. Where do they see the greatest opportunities in the short-, medium- and long-term?
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.
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.
Global Equity Market Model Sector Allocation | June 2024
Welcome to Applied philosophy, our view on global equity market model sector allocation.
May 2024 MPS Market Review
Following a challenging April, stock markets enjoyed a recovery in May, delivering firmly positive performance across most developed markets, despite a slew of high-profile political developments.
What would a Labour government mean for the UK?
In Uncommon Truths, Invesco experts Paul Jackson and Andras Vig’s provide a regular in-depth look at the big topics impacting markets.
Africa 2024: A continent of investment opportunity
We believe Africa will be the economic and investment story of this 21st century. In our second Africa report, Paul Jackson and members of Invesco’s global market strategy team outline the attractive and solid fundamentals that may define the next two-to-three decades for the continent.
April 2024 MPS Market Review
After a blistering first quarter of 2024, market momentum finally stalled in April as anxieties grew over the stubborn inflationary backdrop, most notably in the US – the globe’s dominant economy.
Asset allocation opportunities and market strategy | Spring fatigue
In our quarterly analysis, Invesco experts track major trends and structural issues that investors may want to consider when making asset allocation decisions. Read our latest analysis that covers market strategy and opportunities across various asset classes.
Q1 2024 – Invesco Model Portfolio Service Market Update
Equity markets continued their impressive form in March and the loosely defined US Tech sector made the most significant contribution to Q1 returns. Meanwhile, the resurgent Energy sector helped the UK bourse to enjoy relative success whilst Japanese equity performance was also pretty eye-catching. However, another relatively disappointing quarter for Emerging Markets.
The 4-Life framework: Building blocks for creating a personalised retirement plan
The 4-Life framework helps put in place a robust retirement plan that explicitly addresses the risks people are increasingly facing as they seek to take control of their retirement path. Find out more.
March 2024 MPS Market Review
Equity markets continued their impressive form in March, delivering further gains and rounding out a quite stunning first quarter, largely built upon impressive economic growth and surging earnings performance within US technology companies.
Investing in multi-asset funds can manage UK CGT liability following cuts to annual allowance
Learn how multi-asset funds can help manage UK CGT liability and reduce risk in market uncertainty.
Alternative opportunities: What’s the outlook for private credit, private equity and real assets?
In each new edition, we look at the outlook for private market assets. In particular, we focus on private credit, private equity, real estate, infrastructure and commodities.
February 2024 MPS Market Review
It will have been hard to miss the major market story in February given the likely step up in noise, but it’ll be even harder to miss it next quarter!
January 2024 MPS Market Review
The stunning comeback from global stock markets stalled in January as uncertainty about interest rate policy checked investor confidence.
