Greater Possibilities: Recent Episodes
Invesco
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.]
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.)
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.]
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 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.)
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
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.
From: Invesco
Hosts: Brian Levitt and Jodi Phillips
Guest: Niklas Nordenfelt
Recorded: August 3, 2022
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
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
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
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: Invesco
Hosts: Brian Levitt and Jodi Phillips
Guests: Mark Paris and Stephanie Larosiliere
Recorded Feb. 11, 2022
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
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
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
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 and Jodi Phillips
Guest: Emily Pachuta
NCAA is a trademark of the National Collegiate Athletic Association. Invesco is not affiliated with the NCAA.
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 for this whirlwind tour of everything from air conditioning to luxury handbags. [Invesco Distributors, Inc.]
From: Invesco
Hosts: Brian Levitt and Agata Strzelichowski
Guests: James Ayer, John Delano and Lun Rao
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 estate investing. Listen in as he shares his thoughts on the future of real estate – and the implications for where (and how) we Consume, Live, Innovate, and Connect. [Invesco Distributors, Inc.]
From: Invesco
Host: Brian Levitt
Guest: Scott Dennis
Recorded: Sept. 27, 2021
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
Guests: Randy Dishmon, Robert Dunphy, George Evans and Bhavtosh Vajpayee
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: Invesco
Hosts: Brian Levitt and Jodi Phillips
Guest: Andy Blocker
Recorded: Oct. 6, 2021
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
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 from our ETF group join the podcast to share their outlooks: Jason Bloom, Head of Fixed Income and Alternatives Product Strategy, and Kathy Kriskey, Commodities and Alternatives Strategist. [Invesco Distributors, Inc.]
From: Invesco
Host: Brian Levitt
Guests: Jason Bloom and Kathy Kriskey
Recorded: August 10, 2021
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 coming? And what's the bond market telling us about the state of the economy? [Invesco Distributors, Inc.]
From: Invesco
Host: Brian Levitt
Guest: Arnab Das
Recorded: August 3, 2021
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 podcast to discuss where we are in the cycle, the direction of the economy and monetary policy, and the implications for asset classes. We’ll explore their base case — economic expansion and temporary inflation — as well as the risks that could arise along the way. [Invesco Distributors, Inc.]
From: Invesco
Hosts: Brian Levitt and Pam Mutumwa
Guests: Kristina Hooper and Alessio de Longis
Recorded July 1, 2021
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 Real Assets. [Invesco Distributors, Inc.]
From: Invesco
Hosts: Brian Levitt and Pam Mutumwa
Guest: Darin Turner
Recorded June 1, 2021
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
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
From: Invesco
Hosts: Brian Levitt and Pamela Mutumwa
Guest: Kevin Holt
Recorded April 12, 2021
From: Invesco
Hosts: Brian Levitt and Pamela Mutumwa
Guest: Justin Leverenz
Recorded March 18, 2021
From: Invesco
Hosts: Brian Levitt and Pamela Mutumwa
Guest: Justin Leverenz
Recorded March 18, 2021
From: Invesco
Hosts: Brian Levitt and Pamela Mutumwa
Guest: Matt Brill
Recorded February 23, 2021
From: Invesco
Hosts: Brian Levitt and Pamela Mutumwa
Guest: Randy Dishmon
Recorded February 5, 2021