Investing is all about possibilities — identifying the opportunities that can help people retire comfortably, save for their children’s college, pursue their hobbies, and create a legacy. Finding those opportunities requires a big-picture view of how our world is changing, as well as meticulous research into the companies that are driving that change. In this podcast, we sit down with portfolio managers, market strategists, economists, political experts and more, for candid conversations about the possibilities they see ahead. [Invesco Distributors, Inc.]
Analyzing a Trump-Biden rematch
Head of US Government Affairs Jennifer Flitton joins the podcast to discuss where the candidates stand on issues of importance to investors, as well as the fast-moving details of the foreign aid bill in Congress. (Invesco Distributors, Inc.)
2/14/2024 • 31 minutes, 37 seconds
Top 10 questions for 2024
Will the US equity market remain concentrated? Will Red Sea shipping disruptions be inflationary? Are outsized equity returns over for the near term? Brian Levitt tackles the Top 10 market questions he’s hearing as 2024 begins. (Invesco Distributors, Inc.)
2/6/2024 • 27 minutes, 20 seconds
The most popular questions of 2023
Invesco Fixed Income’s Chief US Economist joins the show to answer questions on recession, rates, and considerations for income-seeking investors in the new year. (Invesco Distributors, Inc.)
12/19/2023 • 28 minutes, 18 seconds
2024 outlook: The inflation/growth balancing act
Will inflation come under control before the economy deteriorates? When will central banks start cutting rates? And what happened to the much-anticipated US recession that was expected in 2023? Kristina Hooper and Alessio de Longis join the podcast to answer these questions and many more. (Invesco Distributors, Inc.)
12/4/2023 • 40 minutes, 1 second
When will Congress get its House in order?
The House of Representatives has been without a Speaker for over two weeks. Jen Flitton joins the podcast to discuss the ongoing drama and the implications for the looming government shutdown. We also discuss the crisis in Israel and Gaza, and share early opinions on the 2024 presidential election. Recorded October 19, 2023. (Invesco Distributors, Inc.)
10/20/2023 • 29 minutes, 2 seconds
Across the US in 20 minutes
Brian Levitt shares his quick answers to frequently asked questions on issues impacting US markets, including government shutdowns, worker strikes, interest rates, and Federal Reserve policy. Recorded Oct. 6, 2023. (Invesco Distributors, Inc.)
10/13/2023 • 23 minutes, 14 seconds
Are you ignoring these 13,000 growth opportunities?
Almost 13,000 stocks are classified as international small- and mid-cap (SMID), but “US investors see international SMID cap in all the wrong ways.” David Nadel discusses the misperceptions investors have about these stocks and where his team sees opportunities in this often-overlooked space. (Invesco Distributors, Inc.)
9/13/2023 • 40 minutes, 16 seconds
Is artificial intelligence coming for our jobs?
From HAL to the Terminator, pop culture has given us plenty of doomsday scenarios around artificial intelligence, or AI. But what’s the real story? Ashley Oerth joins the podcast to talk about what AI is (a tool that can help knowledge workers be more productive) and what it isn’t (the end of humanity, thankfully). And she discusses three categories of companies that may benefit from the AI craze: enablers, adopters and responders. [Invesco Distributors, Inc.]
8/14/2023 • 29 minutes, 45 seconds
A conversation with Yum China CEO Joey Wat
In a special episode of the podcast, Justin Leverenz of our Emerging Markets Equity Team talks with Joey Wat, CEO of Yum China, about the spectacular rise of the Chinese consumer, the formulas for anticipating and meeting the needs of Chinese customers, and much more. (Invesco Distributors, Inc.)
7/18/2023 • 31 minutes, 23 seconds
The midyear market mood
The first half of the year brought us rate hikes, bank failures, and a debt ceiling scare — and yet the global economy has remained remarkably resilient. Kristina Hooper and Alessio de Longis talk about “recession obsession,” the path ahead for interest rates, and their views of equities, fixed income and real estate. (Invesco Distributors, Inc.)
6/20/2023 • 34 minutes, 26 seconds
Quick take: The debt ceiling debate
As the X-date looms, we talk to Invesco’s Head of US Government Affairs Jen Flitton about the debt ceiling debate: How did we get here, what comes next, and why has this process become so difficult? (Invesco Distributors, Inc.) From: Invesco. Hosts: Brian Levitt and Jodi Phillips. Guest: Jen Flitton. Recorded on May 18, 2023.
5/19/2023 • 24 minutes, 58 seconds
What's next for the commercial real estate market?
After the recent issues at regional banks, concerns about commercial real estate have grown. Is this market “the next shoe to drop”? The headwinds have been well-publicized, but challenges create opportunities. Invesco Real Estate’s Bert Crouch joined the podcast to discuss the shorter-term and longer-term opportunities he sees in the market. (Invesco Distributors, Inc.)From: Invesco. Hosts: Brian Levitt and Jodi Phillips. Guest: Bert Crouch. Recorded April 18, 2023.
5/9/2023 • 32 minutes, 36 seconds
Quick take: The Silicon Valley Bank collapse
Senior Portfolio Manager Justin Livengood discusses the state of the bank industry, the reaction from regulators, the economic implications, and the potential response from the Federal Reserve. (Invesco Distributors, Inc.)Host: Brian Levitt. Guest: Justin Livengood. Recorded on March 14, 2023.
3/15/2023 • 27 minutes, 38 seconds
A golden age for bonds?
Matt Brill joins the podcast to discuss why he believes the Federal Reserve can engineer a soft landing for the economy, where he sees opportunities in corporate bonds, and what investors should consider when positioning their fixed income portfolios in 2023. (Invesco Distributors, Inc.)From: InvescoHosts: Brian Levitt and Jodi PhillipsGuest: Matt BrillRecorded on Feb. 1, 2023
2/22/2023 • 35 minutes, 41 seconds
What’s in store for markets in 2023?
Kristina Hooper and Alessio de Longis join the podcast to discuss what they anticipate for the year ahead, including moderating inflation, “convincing signs” of a potential economic rebound, and a “golden opportunity” to rebuild income. (Invesco Distributors, Inc.)From: InvescoHosts: Brian Levitt and Jodi PhillipsGuests: Kristina Hooper and Alessio de LongisRecorded on January 13, 2023
1/27/2023 • 32 minutes, 54 seconds
Countdown to 2023
What are the top things we learned from our guests in 2022, and what are we planning to talk about in 2023? We take 15 minutes to hit the highlights of what we remember most from a challenging year, and to preview what’s in store. (Invesco Distributors, Inc.) From: Invesco Hosts: Brian Levitt and Jodi Phillips Recorded December 20, 2022
12/22/2022 • 15 minutes, 14 seconds
Looking for the market bottom: Are we there yet?
Equity strategist Talley Léger follows eight indicators that help him gauge whether US stocks have hit bottom. What are they telling him now? In short, he believes this contraction may be shorter and shallower than some fear. (Invesco Distributors, Inc.) From: Invesco Hosts: Brian Levitt and Jodi Phillips Guest: Talley Léger Recorded on Nov. 22, 2022
12/12/2022 • 28 minutes, 19 seconds
What’s different about these midterms?
As the nation heads to the polls, Head of Global Public Policy Andy Blocker talks about the issues that are energizing voters today. Plus, we discuss key pieces of legislation recently passed by the current Congress, and what’s behind this summer’s “outbreak of bipartisanship.” (Invesco Distributors, Inc.)From: InvescoHosts: Brian Levitt and Jodi PhillipsGuest: Andy BlockerRecorded on Oct. 6, 2022
10/21/2022 • 31 minutes, 27 seconds
Driving by the rearview mirror
The Federal Reserve appears to be setting forward-looking monetary policy based on backward-looking inflation indicators. So what does that mean for the direction of the economy? Rob Waldner joins the podcast to talk about how far the Fed may go to get inflation to its target, and what this could mean for fixed income investors. (Invesco Distributors, Inc.)From: InvescoHosts: Brian Levitt and Jodi PhillipsGuest: Rob WaldnerRecorded: Oct. 4, 2022
10/18/2022 • 28 minutes, 19 seconds
The contraction has begun
Just two years after entering a recovery regime, the Invesco Investment Solutions macro framework has entered the contraction stage. But what does that really mean for investors? Alessio de Longis returns to the podcast to discuss what his model is telling us and what it could mean for portfolio positioning. (Invesco Distributors, Inc.)From: InvescoHosts: Brian Levitt and Jodi PhillipsGuest: Alessio de LongisRecorded: August 12, 2022
9/6/2022 • 28 minutes, 51 seconds
High yield bonds, recessions, and … canaries?
The high yield bond market has been referred to as the “canary in the coal mine” for the economy. So what’s it telling us about the prospects for recession? Niklas Nordenfelt, Head of High Yield, joins the podcast to discuss this and much more. Find out the economic data points he’s watching most closely, how he’s positioning for volatility, and why he believes the high yield asset class is about as healthy as he’s ever seen it. [Invesco Distributors, Inc.]From: Invesco Hosts: Brian Levitt and Jodi Phillips Guest: Niklas Nordenfelt Recorded: August 3, 2022
8/16/2022 • 27 minutes, 16 seconds
Our mid-year outlook: Where do markets go from here?
A lot has happened since we issued our 2022 investment outlook. To mark the midpoint, we stop to briefly assess how much the world has changed over the past six months and, more importantly, what we expect for markets and the economy for the rest of the year. [Invesco Distributors, Inc.]From: InvescoHosts: Brian Levitt and Jodi PhillipsGuests: Kristina Hooper and Alessio de LongisRecorded: May 31, 2022
6/22/2022 • 37 minutes, 13 seconds
MLPs: Waking up to a once-sleepy part of the market
Once upon a time, master limited partnerships were a “sleepy” part of the market. Today, they’re in the spotlight thanks to a variety of factors: From their potential to help hedge against inflation, to the geopolitical conflicts that are redrawing the map of energy imports and exports around the world. Senior Portfolio Manager Brian Watson walks us through the case for MLPs today. [Invesco Distributors, Inc.]From: Invesco Hosts: Brian Levitt and Jodi Phillips Guest: Brian Watson Recorded: May 4, 2022
5/19/2022 • 39 minutes, 24 seconds
“Economics is not for the faint-hearted”
So says Meral Karasulu, Director of Fixed Income Research for Invesco. Meral joins the podcast to talk about Russia-Ukraine, China’s zero-COVID policy, the path for the Federal Reserve, the case for emerging markets today, and much more. [Invesco Distributors, Inc.]From: Invesco Hosts: Brian Levitt and Jodi Phillips Guest: Meral Karasulu Recorded: April 8, 2022
4/21/2022 • 34 minutes, 16 seconds
The case for municipal bonds
2022 got off to a rough start for the municipal bond market as the anticipation of rising interest rates led to outflows from the asset class. Is this an overreaction? Mark Paris, Head of Municipals, and Stephanie Larosiliere, Head of Municipal Business Strategies and Development, join the podcast to discuss the fundamentals of the muni market, their approach to finding value in the marketplace, and the parts of the market that look most attractive to them right now. [Invesco Distributors, Inc.]From: InvescoHosts: Brian Levitt and Jodi PhillipsGuests: Mark Paris and Stephanie LarosiliereRecorded Feb. 11, 2022