Intelligent investing in uncertain times: Capturing future market trends

As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for its clients. As a global independent investment management firm managing over $2 trillion, with offices in more than 20 countries, Invesco’s distinctive investment teams deliver a comprehensive range of active, passive, and alternative investment capabilities.

Global Fixed Income Strategy Report

Federal Reserve Chair Jay Powell’s Jackson Hole speech in August opened the door to potential rate cuts at the Fed’s next meeting in September. His tone marked a clear shift from his July press conference, when he had adopted a “wait and see” approach.

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Tactical Asset Allocation – September 2025

Alessio de Longis, Senior Portfolio Manager, Head of Asset Allocation, drives tactical asset allocation decisions over a time horizon between six months and three years, on average, seeking to harvest relative value and return opportunities between asset classes, regions, factors, and risk premia.

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Exploring Artificial Intelligence

A range of estimates suggests that generative AI may facilitate a productivity bump similar in size to that from the birth of the Internet and personal computing. In short, Invesco believes AI is a critical theme in today’s markets. This report explores artificial intelligence from definition to the driving forces behind the recent acceleration in innovation, Invesco's predictions around the growth of AI, and its impact on economies and markets. 

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Stablecoins and the Future of Regulated Digital Money 

The GENIUS Act, signed into law on 18 July, is the first major crypto legislation in the U.S. and establishes a regulatory framework for stablecoins. Invesco thinks this is a gamechanger for the future of regulated digital money.

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Applied Philosophy: Price Momentum Has… Momentum

Equity markets seem to have become less sensitive to tariff-related news in recent weeks. With the full impact of higher tariffs yet to come, this may seem complacent. Economic data has been softening in the U.S., while “green shoots” may start appearing in Europe.

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Uncommon Truths: Where Will We Gather New Assets?

Invesco analysis suggests that annual global savings could more than double in real terms over the next 50 years. The U.S., China, and India are deemed likely to be the sources of the biggest savings pools. Demographics could see the role of Europe diminish (though it will remain important), while boosting the role of Africa (from a low base).

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Global Sovereign Asset Management Study 2025

For this 2025 study, Invesco conducted comprehensive interviews with 141 senior investment professionals, including chief investment officers, heads of asset classes, and portfolio strategists, from 83 sovereign wealth funds and 58 central banks. These institutions collectively manage approximately US$27 trillion in assets.

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Private Real Estate: Navigating Volatility Through Equity and Debt

This paper discusses the compelling features of private real estate and while these factors are consistently relevant, the timing to invest may be particularly opportune now given heightened volatility in public markets. Equity valuation troughs have historically been attractive entry points, while debt has continued to provide downside risk mitigation.

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CLO Equity: Not your Average Asset Class

Investing in collateralized loan obligation equity can be a compelling option for portfolio diversification. Not only does the asset class have the potential to generate attractive absolute and risk-adjusted returns, its quarterly dividends have been consistently high.

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