This year’s study, the twelfth in the series, discusses how these factors are influencing asset allocations, and examines the impact on long-term trends, including rising allocations to private credit, emerging markets, and funding the energy transition.

Alternative Opportunities is a quarterly report from Invesco Solutions. In each new edition, Invesco look at the outlook for private market assets.

Further asset price gains over the last three months, and lower yields, lead us to expect lower returns and to continue derisking our Model Asset Allocation.

This year's study continues to provide valuable insights into the rapidly evolving landscape of systematic investing, chronicling the latest innovations and how practitioners globally are leveraging advanced quantitative techniques across asset classes.

2024 outlook and methodology | USD | Q4 update

Explore the latest thoughts on the AI sector from Invesco.

Invesco Investment Solutions develops capital market assumptions that provide long-term estimates for the behaviour of major asset classes globally. The assumptions, which are based on a 10-year investment time horizon, are intended to guide strategic asset allocations.

Invesco Investment Solutions develops capital market assumptions that provide long-term estimates for the behaviour of major asset classes globally. The assumptions, which are based on a 10-year investment time horizon, are intended to guide strategic asset allocations.

2024 is an election year in the US, and ritual obliges that we offer our views on the global economy and global financial markets based on the potential outcomes.

As the financial landscape continues to evolve, investors are constantly seeking new opportunities to diversify their portfolios and generate attractive returns. One such investment that has gained significant attention in recent years is Collateralized Loan Obligations.

In this paper, Invesco analyzes recent trends around economic and financial dollarization and de-dollarization in Asian countries relating to trade settlement and financial activities.

Despite tightening central banks and economic slowdown, 2023 was a good year for investors. If only the same could be said for my Aristotle List of surprises for the year, writes Paul Jackson, Global Head of Asset Allocation Research.

We think the global economy is entering a brief period of below-trend growth driven by recent monetary policy tightening, which we believe markets have already partially priced in. Questions remain over the path of inflation, however.

This paper analyses the forces behind de-dollarisation, the prospect for the RMB to replace it either for cross-border payments or as a store of value and, finally, the potential risks to the current international monetary system from any seizure of Russia’s foreign currency reserves as a form of war reparations.

Welcome to Invesco’s Global Systematic Investing Study 2023. This year, we’ve refreshed the title of the annual factor investing study, to the Global Systematic Investing Study, reflecting the progression of quantitative investing over the past 7 years. Since its inception in 2016, the report has provided insights into…

Invesco Investment Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally. The assumptions, which are based on a 10-year investment time horizon, are intended to guide strategic asset allocations.

The 2020-2021 boom in digital assets came screeching to a halt in 2022 as financial conditions tightened and internal crypto market turbulence tested investor confidence. Cryptocurrencies experienced a rocky start to 2023 as markets digested renewed hawkish messaging from major central banks, but recent turmoil caused by the…