Critical intelligence on asset allocation and implementation across asset classes
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...
Why have value stocks been more durable than expected in today’s uncertain market environment? Since early 2025, value stocks have enjoyed a strong run, defying market volatility driven by trade te...
In this month’s Allocation Views, Franklin Templeton Investment Solutions is optimistic about equities in the month ahead amid strong corporate fundamentals and resilient growth.
A global economic outlook for fractured alliances, fiscal strain, and massive-scale AI investment could drive divergent possibilities – and reward diversified, high quality fixed income and credit...
Structural support for gold remains intact, with prices potentially reaching $5,500/oz by year-end. Record government debt, elevated stock-bond correlations, strong physical demand, and low fund ow...
US affordable housing has emerged as a compelling investment opportunity that also has the potential to address social needs.
Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.
Business Development Companies (BDCs) offer a distinctive way to access U.S. middle-market private credit through publicly traded securities, combining exposure to private lending markets with the...
— The three new funds are Core US, Core EMU and Defensive Global Equities strategies — They are the first products in a range named Quartz, which will initially comprise seven funds by the en...
Copyright © 2026 Markets Recon. All Rights Reserved.