Macro

Find the latest macro analysis and insights

FX Pulse quarterly update
  • 1 day ago

Paul Jackson in Invesco’s GMS Office shares his quarterly outlook on the currency markets. Find out more.

Tactical Asset Allocation - January 2026
  • 1 day ago

The growth and inflation mix remains supportive. Overweight equities versus fixed income, favoring value, small and midcaps. Moderately overweight credit risk, neutral duration, and underweight the...

Balanced growth, balanced returns in 2026
  • 1 day ago

Our Core Business team shares its investment outlook for 2026 including why diversification and convexity are critical for investors.

Long-run asset class performance: 30-year return forecasts (2026–55)
  • 1 day ago

We expect lower long-term returns across most asset classes, driven by weaker productivity growth under a higher carbon pricing assumption this year. Equities are still expected to outperform bonds...

Navigating the 2026 Latin American power shift
  • 1 day ago

Latin America’s 2026 power shift is coming. Regime change and US influence may reshape markets—and open investor opportunities.

Equity outlook: A positive set-up
  • 1 day ago

Bullish equity outlook for 2026: easing monetary policy, strong emerging markets, AI-driven growth—plus the key geopolitical risks to watch.

Investment outlook – Handling the shifting investment landscape
  • 2 days ago

What to expect for the world economy in 2026? How will the US Federal Reserve respond to a softer labour market amid sticky inflation, while easing…

Lithium still charged even as US EV ambitions fade; getting to know phosphate
  • 2 days ago

Eyes off US roads to understand lithium demand It may have seemed as though 2025 would have been a challenging year for lithium but North American electric vehicle production accounted for only abo...

Markets take a wait-and-see approach to US action in Venezuela
  • 2 days ago

A rise in Venezuelan oil production could pressure oil prices in a few years. In the meantime, we expect an accelerating global economy to boost demand for oil and support prices.