Invesco

Invesco believes that ongoing uncertainty will shape the second half of the year, presenting opportunities in alternative investments. The firm advises investors to diversify by allocating to private credit, real assets and hedge funds.

Invesco expressed optimism regarding the Spanish stock market and Spanish banks, citing solid financial fundamentals and favorable macroeconomic conditions including electrification trends. The asset manager recommends diversification into emerging markets, gold, real estate, and private credit, with expectations that the US dollar will weaken.