Justin Livengood
401(k) Specialist Podcast
English - May 25, 2023 19:00 - 16 minutes - 11.6 MBInvesting Business 401k retirement planning retirement advising wealth advising 401kspecalist podcast john sullivan brian anderson ria Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Exploring the Mid-Cap Market with Invesco’s Justin Livengood
Our guest today makes the argument for why mid-caps as an asset class belong in a properly diversified defined contribution plan investment menu, and explains why most 401(k) participants are probably not aware of just how overly exposed they are right now to just a handful of the biggest companies.
Here to explain it all is Invesco’s Justin Livengood, CFA, who is the Senior Portfolio Manager for Invesco’s mid-cap growth and health care strategies, and Senior Research Analyst for the Discovery and Capital Appreciation strategies, where he covers the health care, financial services and real estate sectors.
He covers why mid-caps are an incrementally good way to help retirement plan participants achieve an optimal level of diversification, why active management is preferable to passive in mid-caps, and provides a high-level view of what’s happening in the macro environment right now as well as the near-term outlook.