Market outlooks and factor research from Invesco.

This is Invesco's US market and economic insights landing page, aggregating recent commentary and research covering topics such as the 2026 midyear outlook, Treasury yield dynamics, equity market resilience, recession basics, and fiscal/political influences on markets. Articles span mid-April through mid-June 2026 and offer both educational explainers and timely market commentary for a broad investor audience.

Invesco Solutions presents its monthly tactical asset allocation framework, preferring US over non-US equities and maintaining a bullish stance on the US dollar amid a global slowdown regime supported by strong AI-driven corporate earnings. The playbook overweights US quality and low-volatility equities, favors duration via US core fixed income, and underweights credit risk (high yield, bank loans) and non-US developed and emerging market equities.
This is Invesco's US insights aggregation page, featuring 12 of 57 articles spanning asset classes including equities, fixed income, municipals, private credit, real estate, alternatives, and digital assets, published between March and June 2026. Pieces range from a 2026 midyear outlook asserting resilience amid global disruption to specialist commentaries on midstream energy, municipal bonds, private credit, and Solana blockchain.

Invesco's Brian Levitt and Jodi Phillips discuss a standout US earnings season—84% of S&P 500 companies beat estimates with the sixth consecutive quarter of double-digit growth—and interview Head of Global Debt Hemant Baijal on global macro risks, the US dollar outlook, and active fixed income positioning. Baijal advocates overweighting rates and FX while underweighting credit and the dollar, citing an asynchronous global cycle and energy-driven inflation pressures outside the US.

Invesco's Featured Insights page aggregates a curated selection of timely research and commentary from its investment teams, covering topics ranging from the 2026 midyear global outlook and Treasury yield dynamics to municipal bonds, real estate credit, midstream energy, and fixed income. The collection spans multiple asset classes and geographies, reflecting a broadly resilient but cautiously optimistic investment view for mid-2026.