Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
Our latest Capital Markets Assumptions point to a familiar but important conclusion: we still see a narrower band of outcomes across asset classes, as central banks do less to suppress rates in...
Our Mid-Year Capital Market Assumptions highlight that asset return forecasts have generally improved, supported by higher interest rates and more attractive equity valuations. Our 10-year assumpti...
We have developed a holistic framework that combines Fidelity’s top-down macro scenario thinking with bottom-up analyst insights, captured regularly through our Analyst Survey. The weighted findin...
The global economy and markets are increasingly being impacted by ruptures. Strategically diversifying long-term allocations can build resilience.
Investor sentiment has waned since the start of the new year with the outbreak of war in Iran and against a backdrop of concerns related to artificial intelligence (AI) disruption and heightened tr...
Invesco’s Capital Market Assumptions (CMAs) are updated on a regular basis and incorporate the latest market developments.
Sellwood’s 2026 Capital Market Assumptions represent our best current thinking about future returns. They are the essential building blocks of the asset allocation work we perform for clients.
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