Greater Possibilities

Artificial intelligence, industrials, and trends driving the market

March 28, 2024 16:57 - 20 minutes - 18.9 MB

In Part 2 of our recent conversation with Justin Livengood, we discuss the impact of artificial intelligence on wide variety of industries, why some of his favorite companies are industrials, and when we might see a lessening of market concentration. (Invesco Distributors, Inc.)

The state of the US banking system a year after SVB

March 18, 2024 18:59 - 32 minutes - 30 MB

A year after the collapse of Silicon Valley Bank (SVB), Justin Livengood returns to the podcast to talk about more recent concerns about US regional banks and important differences between the situation now and one year ago. (Invesco Distributors, Inc.)

Analyzing a Trump-Biden rematch

February 14, 2024 22:23 - 31 minutes - 29 MB

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.)

The most popular questions of 2023

December 19, 2023 14:55 - 28 minutes - 26 MB

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.)

2024 outlook: The inflation/growth balancing act

December 04, 2023 19:43 - 40 minutes - 36.7 MB

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.)

When will Congress get its House in order?

October 20, 2023 16:03 - 29 minutes - 26.6 MB

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.)

Across the US in 20 minutes

October 13, 2023 19:47 - 23 minutes - 21.3 MB

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.)

Are you ignoring these 13,000 growth opportunities?

September 13, 2023 17:35 - 40 minutes - 36.9 MB

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.)

Is artificial intelligence coming for our jobs?

August 14, 2023 18:43 - 29 minutes - 27.2 MB

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.]

A conversation with Yum China CEO Joey Wat

July 18, 2023 17:55 - 31 minutes - 28.8 MB

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.)

The midyear market mood

June 20, 2023 17:55 - 34 minutes - 31.6 MB

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.)

Quick take: The debt ceiling debate

May 19, 2023 12:53 - 24 minutes - 22.9 MB

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.

What's next for the commercial real estate market?

May 09, 2023 19:48 - 32 minutes - 29.9 MB

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.

Quick take: The Silicon Valley Bank collapse

March 15, 2023 18:23 - 27 minutes - 19 MB

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.

A golden age for bonds?

February 22, 2023 18:46 - 35 minutes - 32.8 MB

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: Invesco Hosts: Brian Levitt and Jodi Phillips Guest: Matt Brill Recorded on Feb. 1, 2023

Developing the bigger picture

February 14, 2023 22:22 - 36 minutes - 29.2 MB

In a world where pandemics, wars, and politics cause seemingly constant market disruption, what’s the point of having a long-term view? We’re joined by Henning Stein, Global Head of Thought Leadership and Market Strategy, to talk about how to contextualize shorter-term events without losing sight of the bigger picture. (Invesco Distributors, Inc.) From: Invesco Hosts: Brian Levitt and Jodi Phillips Guest: Henning Stein Recorded on January 24, 2023

What’s in store for markets in 2023?

January 27, 2023 14:25 - 32 minutes - 15.1 MB

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: Invesco Hosts: Brian Levitt and Jodi Phillips Guests: Kristina Hooper and Alessio de Longis Recorded on January 13, 2023

Countdown to 2023

December 22, 2022 18:58 - 15 minutes - 14 MB

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

Looking for the market bottom: Are we there yet?

December 12, 2022 20:04 - 28 minutes - 9.8 MB

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

What’s different about these midterms?

October 21, 2022 13:08 - 31 minutes - 28.9 MB

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: Invesco Hosts: Brian Levitt and Jodi Phillips Guest: Andy Blocker Recorded on Oct. 6, 2022

Driving by the rearview mirror

October 18, 2022 12:18 - 28 minutes - 9.8 MB

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: Invesco Hosts: Brian Levitt and Jodi Phillips Guest: Rob Waldner Recorded: Oct. 4, 2022

The contraction has begun

September 06, 2022 15:10 - 28 minutes - 9.97 MB

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: Invesco Hosts: Brian Levitt and Jodi Phillips Guest: Alessio de Longis Recorded: August 12, 2022

High yield bonds, recessions, and … canaries?

August 16, 2022 13:03 - 27 minutes - 9.44 MB

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: B...

Our mid-year outlook: Where do markets go from here?

June 22, 2022 15:47 - 37 minutes - 34.1 MB

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: Invesco Hosts: Brian Levitt and Jodi Phillips Guests: Kristina Hooper and Alessio de Longis Recorded: May 31, 2022

MLPs: Waking up to a once-sleepy part of the market

May 19, 2022 18:43 - 39 minutes - 36.2 MB

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 Wats...

“Economics is not for the faint-hearted”

April 21, 2022 18:56 - 34 minutes - 31.5 MB

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

The case for municipal bonds

March 08, 2022 17:04 - 31 minutes - 29.3 MB

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 Distri...

Quick Take: Perspectives on the Russia-Ukraine crisis

February 24, 2022 22:48 - 15 minutes - 14.6 MB

As Russian military operations began in Ukraine, we spoke with Paul Jackson about the immediate market reaction and his thoughts on asset allocation in this environment. Paul is Invesco’s Global Head of Asset Allocation Research. [Invesco Distributors, Inc.] From: Invesco Host: Brian Levitt Guest: Paul Jackson Recorded: Feb. 24, 2022

Quick take: A rough month for markets

January 26, 2022 18:12 - 17 minutes - 16 MB

The Federal Reserve’s hawkish turn has sparked a tumultuous time for stocks. Are we witnessing a traditional tightening cycle, as we’ve seen in years past? Or is this time different? Brian Levitt talks about what’s keeping him up at night and where he’s seeing some good news. [Invesco Distributors, Inc.] From: Invesco Host: Jodi Phillips Guest: Brian Levitt

2022 Outlook: Omicron, supply chains, the Fed and more

January 20, 2022 16:06 - 59 minutes - 55 MB

2021 was a rough year in many aspects — but in terms of the economy, it was a boom year. Will the same be true in 2022? We talk with Kristina Hooper and Alessio de Longis about the road ahead. Where do we go now? Do we see any signs of the cycle ending? Do we see signs of the economy turning over? [Invesco Distributors, Inc.] From: Invesco Hosts: Brian Levitt and Jodi Phillips Guests: Kristina Hooper and Alessio de Longis

Game on! A new way to teach students about money.

January 07, 2022 19:23 - 34 minutes - 32 MB

No books, no lectures, no PowerPoints. What’s the best way to teach Gen Z about money in a “TLDR” world? We talk with Invesco’s Emily Pachuta about “How Not to Suck at Money,” a new online game designed to teach college students what they need to know about budgeting, saving, investing, and much more. It’s free, it’s fun, and it’s the official financial education program of the NCAA®. Explore the game at HNTSAM.com. [Invesco Distributors, Inc.] From: Invesco Hosts: Brian Levitt an...

Globalize Your Thinking: Part 2 – The growing middle class

November 29, 2021 20:54 - 23 minutes - 21.3 MB

The 1950s famously saw the rise of the American middle class and massive demand for items like cars and televisions. But today, the growing middle class is largely a story about Asia, with China experiencing the fastest expansion of the middle class that the world has ever seen. What do these consumers want, and which companies are positioning themselves to meet that demand? We get answers from three experts who invest in global, international, and emerging market stocks. Join us fo...

The future of real estate

November 15, 2021 21:24 - 32 minutes - 29.5 MB

Investors are searching for ways to hedge against inflation and diversify their portfolios, and many are taking a fresh look at the world’s oldest asset class: real estate. But real estate opportunities look different today than they have in the past. Invesco Real Estate CEO Scott Dennis joins the podcast to discuss COVID’s effect on residential and office space trends, the evolution of e-commerce and its impact on the retail and industrial sectors, and the role of ESG in real estat...

Globalize Your Thinking: Part 1 – Technology

October 28, 2021 17:15 - 26 minutes - 24.6 MB

Silicon Valley is synonymous with technology, but it’s not the only game in town. Companies all over the world are driving innovation in semiconductors, fintech, social media, e-commerce, super apps and much more. In this special episode — the first in a three-part series on global investing — we take a whirlwind tour of technology opportunities around the world with four of Invesco’s investment experts. [Invesco Distributors, Inc.] From: Invesco Hosts: Brian Levitt and Mike Quinn ...

The debt ceiling, tax hikes, and Build Back Better

October 11, 2021 20:51 - 29 minutes - 27 MB

Hours before lawmakers agreed to a short-term increase of the debt ceiling, we talked with Andy Blocker, Invesco’s Head of US Government Affairs, about three key issues investors are watching closely. 1. What’s driving the debt ceiling drama? (Which will rear its head again in about two months.) 2. What will be the final tally on President Biden’s Build Back Better plan? 3. Which tax revisions have the best shot at getting passed to pay for it? (Invesco Distributors, Inc.) From: In...

Quick take: China Evergrande and the global market sell-off

September 21, 2021 14:42 - 17 minutes - 15.6 MB

What is Evergrande and why have its debt problems rattled global markets? We talk with David Chao, Global Market Strategist for Asia Pacific, about what US investors need to know about this issue. From: Invesco Host: Brian Levitt Guest: David Chao Recorded: September 20, 2021

After a booming rebound, what’s next for commodities?

August 25, 2021 14:12 - 41 minutes - 37.7 MB

What a difference one year has made for commodities. As the sector rebounds from COVID pressures, where do oil, copper, precious metals, and agriculture go from here? Is the recent boom merely a trade resulting from momentary supply/demand imbalances, or could we be seeing the start of the next commodity supercycle? And which commodities could be best positioned for the next decades as the world and corporate boards make their pushes towards net zero carbon emissions? Two experts fr...

Chinese regulations: A market strategist’s view

August 11, 2021 18:09 - 38 minutes - 35.3 MB

China recently unsettled the market with its surprise move to turn for-profit education companies into non-profit entities. But the country’s move toward tighter regulations has been going on for some time. Global Market Strategist Arnab Das joins the podcast to help us think through the implications: Are these developments ominous, or are they creating opportunities to invest in Chinese stocks? As a bonus, we also discuss the potential for Federal Reserve tapering. When is that com...

Our mid-year outlook: Economic expansion and temporary inflation

July 13, 2021 14:14 - 45 minutes - 42.3 MB

We’re in the dog days of summer, which means it’s time once again to issue our mid-year outlook. But this year, it feels like there’s an added sense of urgency. The first half of the year was a remarkable time for markets and the economy — but as we turn the corner toward the second half and beyond, investors are increasingly concerned about the potential for inflation and a Wall Street bubble. To help us sort through all this are Kristina Hooper and Alessio de Longis, who return to...

The road ahead for infrastructure

June 11, 2021 14:49 - 42 minutes - 38.8 MB

As politicians debate the details of Biden’s infrastructure proposal, we take a step back to assess the landscape for this asset class. How much money is needed to upgrade our nation’s infrastructure? How does the US’s approach to paying for infrastructure compare to the rest of the world? And how does infrastructure impact the ongoing concerns about inflation? We discuss this and much more (5G, ESG …) with Darin Turner, long-time infrastructure investor and Co-CIO of Invesco Listed...

Is the best yet to come for US stocks?

May 24, 2021 20:30 - 32 minutes - 30.2 MB

There’s no shortage of worry among investors today: Is the economy overheating? Will inflation persist? Will the Federal Reserve prematurely tighten? But equity market strategist Talley Léger has been combing through decades of data, and he believes the best is yet to come for US stocks. Listen in to find out why. [Invesco Distributors, Inc.] From: Invesco Hosts: Brian Levitt and Pamela Mutumwa Guest: Talley Léger Recorded May 13, 2021

Taxes, infrastructure, and vaccines: Assessing Biden’s first 100 days

May 20, 2021 17:31 - 36 minutes - 33.3 MB

It’s time to talk politics again! Andy Blocker returns to the podcast to assess Biden’s first 100 days in office and discuss what lies ahead. Listen in as we share our opinions on the direction of taxes, the feasibility of an infrastructure package, and which issues could see bipartisan support. [Invesco Distributors, Inc.] From: Invesco Hosts: Brian Levitt and Pamela Mutumwa Guest: Andy Blocker Recorded May 12, 2021

Greater Possibilities

Episodes