Invesco - Global Asset Allocation 2026 Outlook

2025

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AI-generated summary

1) This report forecasts global economic acceleration in 2026, favoring cyclical assets and suggesting a shift towards riskier investments with a barbell approach.
2) * Global economy expected to accelerate in 2026, favoring cyclical assets due to Fed easing and a weaker dollar.
* Model asset allocation shifts towards higher yield and AAA-rated CLOs, while reducing government bonds and investment grade credit.
* Favorable outlook for emerging markets and European assets, with a preference for non-US equities, REITs, and commodities.
3) Asset allocation, 2026 outlook, global economy, investment strategy, cyclical assets

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