Greater Possibilities

The 90-day pause on US-China tariffs has prompted many questions: Will this make it easier for the Federal Reserve to cut interest rates? Will this end the speculation about the demise of American exceptionalism? In this episode, we tackle these issues and more. Plus, we interview Justin Leverenz, Chief Investment Officer of Invesco Developing Markets Equities, about his recent trip to China and his insights into the country's economy. (Invesco Distributors, Inc.)

In this episode, we ask a UK market expert whether the current environment in the US brings back any memories of Brexit, and what that means for diversification in portfolios. We discuss trade deficits and refute the idea that global trade has to have a winner and a loser. Finally, we tackle the persistent question of whether the US dollar is in any danger of losing its reserve currency status. (Invesco Distributors, Inc.)

Just hours after we recorded our latest episode on President Trump's “Liberation Day” tariffs, he announced a 90-day pause on reciprocal tariffs on most countries. But the tariff story is far from over, and high tariff rates continue to cast a shadow over the economy. We'll continue to track this story, but in the meantime, this episode highlights some of the economic and market challenges that come with high tariffs. (Invesco Distributors, Inc.)

The S&P 500 Index entered correction territory this month. European stocks got a boost from pledges to increase defense spending. And Social Security got compared to a Ponzi scheme. We tackle these topics and much more in our latest episode. (Invesco Distributors, Inc.)

In this episode, we get an economist's perspective on what tariffs could mean for growth, inflation, and markets. We also talk about what's driving the recent outperformance of European stocks and the main indicator to watch regarding US inflation. 

2025 started with a bang: The DeepSeek AI reveal stunned markets, inflation concerns returned to the headlines, and the Gulf Coast was transformed into a winter wonderland. We cover all of this and much more in our first podcast of the new year. (Invesco Distributors, Inc.)

Matt Brill joins the podcast to discuss the resilience of the US economy, his expectations for the Federal Reserve, and why he's bullish on the environment for investment grade credit. And he highlights opportunities in high yield, emerging markets, commercial real estate, and retail. (Invesco Distributors, Inc.)

Invesco's Global Head of Public Policy Andy Blocker gives a non-partisan overview of what investors can expect following the results of the 2024 election. (Invesco Distributors, Inc.)

Small-cap and growth equities manager Justin Livengood shares his views on the viability of the Great Rotation, the evolution of the artificial intelligence boom, and two unexpected areas of the market that he's excited about today. (Invesco Distributors, Inc.)

In the four years since the pandemic started, master limited partnerships (MLPs) have outperformed the broad market. Why? And what's going to drive performance going forward? Brian Watson joins the podcast to discuss how MLPs went from “boring entities” to key players in conversations around artificial intelligence, bitcoin mining, and electric vehicles. (Invesco Distributors, Inc.)

Concerns that the Federal Reserve has waited too long to cut interest rates, along with a worse-than-expected unemployment report, sparked fears of a US recession and contributed to a global market sell-off. Alessio de Longis revisits the podcast to discuss this developing situation. (Invesco Distributors, Inc.)

The US economy is technically in a contraction — but there is no imminent risk of recession. That's the view from Alessio de Longis and his framework of economic indicators. What has led Alessio to this conclusion, and how might investors think about positioning their portfolios in this environment? (Invesco Distributors, Inc.)

The first half was a bit of a roller coaster ride for markets. They waited for data to confirm the future path of interest rates — then reacted (and sometimes overreacted) to almost every data point. So, what's in store for the second half? Chief Global Market Strategist Kristina Hooper joins the podcast to discuss our midyear market outlook. (Invesco Distributors, Inc.)

Bitcoin is having another moment. The price has been high, and investors have easier access to cryptocurrencies through a range of exchange-traded funds. Ashley Oerth and Ken Blay join the podcast to discuss how investors might incorporate bitcoin into their portfolio. (Invesco Distributors, Inc.)

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.)

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.)

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.)

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.)

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.)

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.)

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.)

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.)

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.)

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.

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.

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.

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

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: InvescoHosts: Brian Levitt and Jodi PhillipsGuest: Henning SteinRecorded on January 24, 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

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

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

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

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

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

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

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

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: InvescoHosts: Brian Levitt and Jodi PhillipsGuests: Mark Paris and Stephanie LarosiliereRecorded 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 JacksonRecorded: 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: InvescoHost: Jodi PhillipsGuest: 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: InvescoHosts: Brian Levitt and Jodi PhillipsGuest: Emily PachutaNCAA 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: InvescoHost: Brian LevittGuest: Scott DennisRecorded: 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: InvescoHosts: Brian Levitt and Mike QuinnGuests: 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