Podcasts about Invesco

En la tertulia Capital Intereconomía analizamos la situación de los mercados con Mariano Guerenstein, Subdirector de clientes institucionales y ventas de J. Safra Sarasin AM; Fernando Fernández-Bravo, responsable de ventas institucionales de Invesco; Ralph Elder, Managing Director – Iberia/Latam BNY Investments y con Pilar García-Germán, Directora Asociada de ventas de Fidelity International. Y Alexis Ortega, Asesor independiente nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in San Antonio, TX on June 11th & 12th? Visit: https://www.10xvets.com/events ____ Jason is the founder of John Galt Services, a Bali-based outsourcing company that connects businesses with high-performing, multilingual talent across Indonesia. With a focus on quality, training, and long-term impact, his team works in person from Bali to deliver reliable, professional support at global standards.  A graduate of the U.S. Naval Academy and former Navy Surface Warfare Officer, Jason has spent over two decades leading product development and building enterprise software systems for startups and major financial institutions. He previously founded a data systems firm that served clients like Invesco and Bridgewater Associates.  Today, he also serves as a lead developer and technical leader at VeteranCrowd. Fluent in Bahasa Indonesia and deeply embedded in the local community, Jason is passionate about creating meaningful opportunities through global collaboration. In this episode of the SABM podcast, Scott chats with Jason about:   The Spark Behind John Galt Services: Bridging global opportunity with untapped talent in Indonesia. What Sets It Apart: High-caliber, multilingual professionals trained and managed locally in Bali. Jason's Path: From Navy officer and software developer to founder building impact abroad. Early Lessons: Navigating a competitive outsourcing market while prioritizing quality and purpose. What's Next: Growing one placement at a time toward full-service managed teams. Timestamps: 00:13 Reflecting on the Past Four Years 00:27 The End of Ring Knocker 01:19 Introducing John Galt Services 02:15 Discovering Indonesian Talent 04:06 The Business Proposition 08:37 The Start of a New Venture 15:45 Recruitment and Skill Matching 17:43 Goals and Future Plans 19:06 Expanding Services and Competitive Landscape 22:43 Journey to Indonesia and Life in Bali 24:52 Creating Opportunities and Making a Difference 26:36 Future Plans and Business Connections 28:03 A Story of Barbecue and Cultural Fusion   Connect with Jason: LinkedIn   If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today.   Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Jason for joining me this week. Until next time! -Scott Mackes, USNA '01  

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.)

A discussion around the impact of President Trump's tariffs on climate-related investments. Featured are Tiffany Agard, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Glen Yelton, Global Head of Sustainable Investing Services with Invesco. Host: Daniel Cassidy

China's new financial stimulus package reflects policymakers' strong resolve to stabilize the domestic economy and financial markets amid ongoing tariff-related pressures, paving the way for greater monetary and fiscal actions to shore up domestic demand and confidence, economists and analysts said.经济学家和分析人士指出，中国新推出的一揽子经济刺激计划彰显了决策层在关税压力持续的背景下稳定国内经济与金融市场的坚定决心，这为后续出台更多货币和财政政策举措，提振内需、巩固市场信心铺平了道路。The package, unveiled on Wednesday, includes interest rate cuts, liquidity injection and targeted funding for consumption and technological innovation, and is aimed at strengthening credit expansion, anchoring investor expectations and boosting capital market resilience.周三推出的一揽子政策包含降息、流动性注入及针对消费与科技创新的定向资金支持，旨在强化信贷扩张力度、稳定投资者预期并提升资本市场抗风险能力。With the measures indicating that policymakers are taking a proactive stance to brace for worst-case scenarios, additional tools are likely to be in the pipeline, including bolder cuts to interest rates, stepped-up fiscal support for consumption and trade-affected businesses, and the potential launch of a formal stock market stabilization fund.这些措施表明，决策层正以积极主动的姿态未雨绸缪、防范最坏情况，后续可能出台更多政策工具组合，包括更大幅度的降息、针对消费和受贸易冲击行业加大财政支持力度，以及可能正式推出股市平准基金。The People's Bank of China, the country's central bank, announced on Wednesday that it will cut the seven-day reverse repos—a key policy benchmark for interest rates—by 10 basis points to 1.4 percent from 1.5 percent, effective on Thursday.中国人民银行周三宣布，自周四起将作为关键政策利率指标的7天期逆回购操作利率下调10个基点，由1.5%降至1.4%。Pan Gongsheng, governor of the PBOC, said the reserve requirement ratio, or RRR—the proportion of deposits that banks must keep as reserves—will be reduced by 0.5 percentage point, unleashing liquidity of around 1 trillion yuan ($138.5 billion). The cut will take effect on May 15.中国人民银行行长潘功胜表示，自5月15日起存款准备金率（RRR）——即商业银行需持有的存款准备金比例，将下调0.5个百分点，此次降准预计释放长期流动性约1万亿元人民币（约合1385亿美元）。Speaking at a news conference, Pan announced a raft of targeted monetary support, including lowering the RRR for auto financing and financial leasing companies to zero from 5 percent and reducing interest rates by 25 basis points on housing provident fund mortgages and various structural monetary instruments.潘功胜在新闻发布会上宣布了一系列定向货币政策支持措施，包括将汽车金融公司和金融租赁公司的法定存款准备金率从5%全面下调至零，并将住房公积金贷款及各类结构性货币政策工具利率统一下调25个基点。The central bank will launch two new tools to provide funding for services consumption and eldercare, as well as tech innovation bond investments, Pan added.潘功胜补充道，中国人民银行将创设两项新工具，分别为服务消费与养老产业、以及科技创新债券投资领域提供专项融资支持。David Chao, global market strategist for the Asia-Pacific region (excluding Japan) at investment management company Invesco, said, "The rate cuts are likely to reduce borrowing costs in the real economy and give credit growth the boost it needs."景顺投资管理公司亚太区（除日本外）全球市场策略师赵大卫（David Chao）表示：“此次降息有望降低实体经济融资成本，为信贷增长注入必要动能。”"The combined package of measures—similar to those in September—demonstrates that policymakers remain committed to prioritizing (economic) growth," Chao said.“与去年9月类似的一揽子政策表明，决策层仍致力于将经济稳增长置于优先位置。”赵大卫指出。With the policies coming before the planned China-US trade talks later this week, Wang Qing, chief macroeconomic analyst at Golden Credit Rating International, said the PBOC is likely to continue with interest rate cuts and RRR reductions in the second half, as negotiations may go through a complex process while inflation remains subdued at home.随着政策即将出台，中美两国计划于本周晚些时候进行贸易谈判，东方金诚国际首席宏观分析师王青表示，由于谈判进程可能面临波折且国内通胀持续低迷，中国人民银行很可能在下半年继续降息和下调存款准备金率。China's A-share market reacted positively to the measures, with the benchmark Shanghai Composite Index rising 0.8 percent to close at 3,342.67 points on Wednesday.中国A股市场对此作出积极反应，周三上证综合指数上涨0.8%，收报3,342.67点。Pan added that the central bank will provide sufficient funding support to Central Huijin Investment, an arm of China's sovereign wealth fund that functions as a quasi-stock market stabilization fund, in increasing share holdings when necessary.潘功胜补充称，央行将为中央汇金投资有限公司（中国主权财富基金旗下机构，承担准股市平准基金职能）提供充足的资金支持，以便其必要时进一步增持股票。Zhang Jun, chief economist at China Galaxy Securities, said it is also necessary for China to launch a formal stock market stabilization fund via legislative procedures, especially amid rising global financial market volatility, to further anchor market expectations.银河证券首席经济学家张军表示，在全球金融市场波动加剧的背景下，中国还需通过立法程序正式设立股市平准基金，以进一步稳定市场预期。Zhang added that as the RRR for some institutions will be cut to zero—breaking through the previously assumed implicit floor of 5 percent—there is now greater room for reducing the RRR of commercial banks, with a 50-basis-point cut likely in the third quarter to coordinate with incremental fiscal stimulus.张军进一步指出，由于部分机构存款准备金率将降至零（突破了此前市场普遍认为的5%隐性下限），商业银行存款准备金率下调空间进一步扩大，第三季度可能再降准50个基点，与增量财政刺激政策形成协同效应。Lu Ting, chief China economist at Nomura, said China needs to take bolder steps—especially on the fiscal front—to clean up debt in the property sector and support consumption by reforming the pension system.野村证券中国首席经济学家陆挺表示，中国需采取更大胆举措——尤其是在财政政策方面——通过改革养老金制度来化解房地产行业债务问题并提振消费。Li Yunze, head of the National Financial Regulatory Administration, said that China will accelerate the rollout of financing mechanisms aligned with its new development model of real estate.国家金融监督管理总局局长李云泽表示，中国将加快推出与房地产发展新模式相匹配的融资机制。stimulus package一揽子刺激计划; 经济刺激政策the reserve requirement ratio (RRR)存款准备金率reverse repos反向回购; 逆回购benchmark/ˈbentʃmɑ:k/n. 基准PBOC中国人民银行stock market stabilization fund股市平准基金

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Matt Brill, Head of North America Investment Grade Credit at Invesco. Together, they discuss a wide range of timely topics, including how insurers can navigate volatility in public markets, what relative value opportunities exist within investment grade credit, and how macroeconomic and political developments—particularly tariffs—are influencing fixed income strategies today.   Matt shares his personal journey from the mail room to managing $100 billion in assets and offers deep insight into how Invesco approaches portfolio construction for insurance clients. He outlines current sector views, including opportunities in banks and utilities, concerns around energy credits, and why now may be the time to selectively take on risk. The conversation also covers credit quality trends, the evolution of core plus strategies, and the importance of timing and conviction in a market shaped by policy uncertainty. This episode offers a practical and insightful look into credit markets from one of the industry's most respected voices.

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.)

"Liberation Day created a crisis" but Brian Levitt says there's been some incremental improvement since the initial sell-off. He points to the bond market response on April 21st as a "stagflation fears" type of move, but noted the Trump Administration's 90-day tariff pause shortly after. On the consumer side, Brian adds there's concerns about where prices are going and that the market will look for "better news now."======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

On this episode of Animal Spirits: Talk Your Book, ⁠Michael Batnick⁠ and ⁠Ben Carlson⁠ are joined by Nick Kalivas, Head of Factor & Core Equity Product Strategy at Invesco to discuss the research behind equal weighting, concentration within the S&P 500, looking at flows during the selloff in 2025, factor performance, and much more! Find complete show notes on our blogs... Ben Carlson's ⁠A Wealth of Common Sense⁠ Michael Batnick's ⁠The Irrelevant Investor⁠ Feel free to shoot us an email at ⁠animalspirits@thecompoundnews.com⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: ⁠https://www.idontshop.com⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠ The Compound Media, Incorporated, an affiliate of ⁠Ritholtz Wealth Management⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠https://ritholtzwealth.com/advertising-disclaimers⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

En La tertulia de Capital Intereconomía comentamos la actualidad de los mercados financieros con Ricardo Comín, Director Comercial en Vontobel Para Iberia; Fernando Fernández-Bravo, responsable de ventas institucionales de Invesco; Lorenzo Gallardo, Country Head of Spain, Asset Management Rothschild & Co Asset Management y con Óscar Esteban, Responsable de Negocio para Iberia de Fidelity International. y Pablo García, director de DIVACONS - Alphavalue nos explica las principales referencias a tener en cuenta en la sesión de hoy.

President Donald Trump said Thursday that his administration was talking with China on trade, after Beijing denied the existence of negotiations on a deal and demanded the US revoke all unilateral tariffs. The Chinese Commerce Ministry dismissed speculation that progress has been made in bilateral communications, saying "any reports on development in talks are groundless," while urging the US to "show sincerity" if it wants to make a deal. We discuss the latest on the trade war with David Chao, Global Market Strategist, APAC at Invesco. Plus - Fed Governor Christopher Waller said he'd support rate cuts in the event aggressive tariff levels hurt the jobs market, speaking in an interview on Bloomberg Television. Cleveland Fed President Beth Hammack says the central bank could move on rates as early as June if it has clear evidence of the economy's direction. We dissect the latest Fed speak with Steven Schoenfeld, CEO at MarketVector Indexes.See omnystudio.com/listener for privacy information.

How should investors be trading these markets? We discuss with JP Morgan Asset Management's Gabriela Santos and Invesco's Brian Levitt. Plus, we drill down on what to watch from Alphabet's results with Laura Martin from Needham and Ayako Yoshioka from Wealth Enhancement Group. And, Vista Equity Partners' Robert Smith weighs in on the AI arms race, trade war and much more. 

Blackrock baut um: Auch wenn die passiven Indexfonds (ETFs) weiter eine bedeutende Rolle im Produkt-Portfolio des Konzerns sind, zeigen Milliarden-Investitionen in Infrastrukturprojekte eine strategische Neuausrichtung. Und damit das Profil der Aktie. Mit dem Kauf von Global Infrastructure Partners im Jahr 2024 und der Milliarden-Investition in CK Hutchinson in diesem Jahr, steigt Blackrock tief in die globale Hafenlogistik ein. Zwar machen diese Projekte bisher nur einen Bruchteil des Gesamtvolumens aus – doch sie markieren einen Kurswechsel, der strukturell Bedeutung hat. Larry Fink, CEO seit 1988, positioniert sich in diesem Zusammenhang erneut politisch: mit Kritik an Donald Trump und dem Hinweis auf wachsende Rezessionsrisiken bei einer wirtschaftlich isolierten Handelspolitik. Im Podcast geht es um die Frage, wie sich Blackrock strategisch aufstellt, wie solide die Fundamentaldaten aktuell sind und welche charttechnischen Marken wichtig bleiben. Auch im Vergleich mit Wettbewerbern wie MSCI, Invesco oder State Street zeigt sich, welche Rolle der Konzern im globalen Asset Management spielt. Inhaltsverzeichnis00:00 Intro00:58 Langfristiger Chart: BlackRock vs. Video aus 202202:40 BlackRock vs. S&P 500 vs. Finanz-ETF (XLF)03:17 BlackRock vs. MSCI vs. State Street vs. T. Rowe vs. Invesco04:14 Größter Vermögensverwalter der Welt05:14 ETF-Markt Übersicht05:47 Blackrock: Geschäftsmodell09:02 Infrastruktur-Investitionen: Kauf von CK Hutchison10:50 Globaler Fondsmanagement Markt11:24 Burggraben: BlackRock12:39 Inhaberschaft & CEO14:51 Umsatz- & Margen-Entwicklung vs. Video aus 202215:37 Umsatz nach Segment & Region16:50 Gewinn, Cashflow & Dividenden-Entwicklung vs. Video aus 202217:26 Bilanz-Überblick & Aktienrückkäufe18:34 Kennzahlen-Überblick (KGV)19:17 Dividenden-Rendite & -Entwicklung19:53 Unternehmensbewertung: BlackRock vs. Video aus 202221:30 Chartanalyse: BlackRock vs. Video aus 202222:31 Ist die BlackRock Aktie ein Kauf?24:14 Worte von Larry Fink25:26 Disclaimer26:33 Danke fürs Einschalten! Zusammenarbeit anfragenhttps://www.maximilian-gamperling.de/termin/ Social Media- Instagram: https://www.instagram.com/maximilian_gamperling/- LinkedIn: https://www.linkedin.com/in/gamperling/- Newsletter: https://www.maximilian-gamperling.de/newsletter- Podcast: https://akademie.maximilian-gamperling.de/podcasts/anker-aktien-podcast Meine Tools- Charts*: https://de.tradingview.com/?aff_id=117182- Aktienfinder: https://aktienfinder.net- Finchat.io*: https://finchat.io/?via=maximilian- TransparentShare: https://bit.ly/3laA6tK- SeekingAlpha*: https://www.sahg6dtr.com/QHJ7RM/R74QP/- Captrader*: https://www.financeads.net/tc.php?t=41972C46922130T DisclaimerAlle Informationen beruhen auf Quellen, die wir für glaubwürdig halten. Trotz sorgfältiger Bearbeitung können wir für die Richtigkeit der Angaben und Kurse keine Gewähr übernehmen. Alle enthaltenen Meinungen und Informationen dienen ausschließlich der Information und begründen kein Haftungsobligo. Regressinanspruchnahme, sowohl direkt, wie auch indirekt und Gewährleistung wird daher ausgeschlossen. Alle enthaltenen Meinungen und Informationen sollen nicht als Aufforderung verstanden werden, ein Geschäft oder eine Transaktion einzugehen. Auch stellen die vorgestellten Strategien keinesfalls einen Aufruf zur Nachbildung, auch nicht stillschweigend, dar. Vor jedem Geschäft bzw. vor jeder Transaktion sollte geprüft werden, ob sie im Hinblick auf die persönlichen und wirtschaftlichen Verhältnisse geeignet ist. Wir weisen ausdrücklich noch einmal darauf hin, dass der Handel mit Aktien, ETFs, Fonds, Optionen, Futures etc. mit grundsätzlichen Risiken verbunden ist und der Totalverlust des eingesetzten Kapitals nicht ausgeschlossen werden kann.Aussagen über zu erwartende Entwicklungen an Finanzmärkten, insbesondere Wertpapiermärkten und Warenterminbörsen, stellen NIEMALS EINE AUFFORDERUNG ZUM KAUF ODER VERKAUF VON FINANZINSTRUMENTEN dar, sondern dienen lediglich der allgemeinen Information. Dies ist selbst dann der Fall, wenn Beiträge bei wörtlicher Auslegung als Aufforderung zur Durchführung von Transaktionen im o.g. Sinne verstanden werden könnten. Jegliche Regressinanspruchnahme wird insoweit ausgeschlossen. *Affiliate-Link #BlackRock #Aktie #Börse

Da oggi e per tre puntate Due di denari viene trasmessa in diretta dalla quindicesima edizione del Salone del Risparmio, il più grande evento dedicato al risparmio gestito in Europa. Negli studi di Radio 24 incontriamo i protagonisti dell'evento e ci confrontiamo con loro sui temi più attuali per il settore. In questa prima puntata partiamo con Fabio Galli - direttore generale di Assogestioni -, Frank Di Crocco - acting head of Italy distribution di Invesco e Fabio Melisso, amministratore di Fineco Asset Management.

Is the bulk of the market damage behind us amid all of the tariff twists and turns? We discuss with Solus' Dan Greenhaus, Robinhood's Stephanie Guild and Invesco's Brian Levitt. Plus, top chip analyst Stacy Rasgon from Bernstein tells us which semi stocks could benefit the most from President Trump's new tariff exceptions. And, JPMorgan's Matt Boss tells us which names he's betting on in the retail space right now. 

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.)

Lauren Goodwin hosts Brian Levitt, Global Market Strategist at Invesco, to discuss how market strategists manage challenging economic backdrops. They discuss top client questions they're hearing, and the long-term topics they think impact investors most. Stay tuned for the portfolio pause, where Lauren and Julia address how evolving tariff policy affects the team's macro scenarios and allocation. 

Cyberkriminalität nimmt rasant zu – besonders im Bereich Finanzen und Investieren. Ich spreche mit Philipp Genduth, Cybercrime-Experte und Co-Founder von finanzenverstehen.at, über aktuelle Betrugsmaschen und wie Anleger sich schützen können. Lerne, worauf du achten musst, bevor es zu spät ist. Wenn du noch tiefer einsteigen möchtest: Philipp bietet auch Schulungen und Awareness-Trainings zum Thema Cybercrime an – mehr Infos findest du in den Shownotes. Viel Spaß beim Anhören! ++ Werbung +++ Wie können kleine, regelmäßige Investitionen über die Jahre zu einer beachtlichen Summe anwachsen? Durch die Macht des Zinseszinseffekts. Wenn du deine Erträge immer wieder anlegst, wächst dein Kapital im Regelfall schneller. Du verdienst also Zinsen auf deine Zinsen, die sich über die Jahre summieren können! Auf www.invesco.de findest du einen ETF-Sparplanrechner, der dir zeigt, wie das funktioniert. Invesco ist einer der weltweit führenden Vermögensverwalter und bietet dir über 140 Exchange Traded Funds, kurz ETFs. Darunter kosteneffiziente Kernbausteine wie den S&P 500, Nasdaq 100 oder FTSE All World. Mehr Infos unter: https://go.extraetf.com/invesco-podcast-09042025 ++++++++

Sparen macht Spaß – und Entsparen noch mehr. Doch wie entnimmt man das über Jahre aufgebaute Vermögen möglichst effizient? Niemand möchte im Rentenalter den Lebensstandard runterschrauben müssen. Doch wer auf zu großem Fuß lebt, geht das Geld zu schnell aus. Wir stellen im neuen Extra-Magazin die vier besten Entnahmestrategien vor. Zudem streiten Roman Reher (Blocktrainer) und Prof. Dr. Peter Bofinger über die Einführung der Bitcoin Staatsreserve in den USA. Und natürlich darf auch der große Robo-Advisors-Test nicht fehlen. Viel Spaß beim Anhören! + ANZEIGE + Seid ihr auf der Suche nach Investitionen der Zukunft? Invesco ist einer der weltweit führenden Vermögensverwalter und verfügt über eine breite Palette von über 140 Exchange Traded Funds, kurz ETFs. Die Invesco Nasdaq ETF-Familie bieten euch die Möglichkeit, in zukunftsweisende Technologien und etablierte Marken zu investieren, denn der Nasdaq-100 ist der bekannteste Tech-Index der Welt. Hier sind die 100 größten börsennotierten Unternehmen der Börse NASDAQ gelistet – darunter Apple, Microsoft, Amazon oder auch Nvidia. Mehr dazu erfahrt ihr unter: https://go.extraetf.com/invesco-podcast-02042025 ++++++++

In this episode of the Financial Planner Life podcast, Chris Ball sits down with Paul Jackson, Global Head of Asset Allocation Research at Invesco, to explore the career pivots, market cycles, and investment principles that shaped his journey from working-class beginnings to global leadership.Paul shares his honest reflections on a non-linear career across firms like Morgan Stanley, Société Générale and Invesco, including the bold decisions that worked and the ones that didn't. They discuss mini-retirements, the danger of chasing performance, and why “time in the market” still beats timing it.You'll hear Paul's views on:• Long-term investing and market concentration• Why he avoids world indices in his personal allocation• Where he sees long-term value including China, Europe and bank loans• How asset allocators should think about dispersion, not just volatilityIf you're in financial services, wealth management or portfolio strategy, this is a masterclass in career resilience and investment clarity.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Brian Levitt serves as a Global Market Strategist at Invesco. Brian shares his take on a wide range of topics that have recently influenced investor sentiment and moved markets, including US trade policy, growth concerns, and the progression of artificial intelligence. We also outline a market outlook and discuss asset allocation considerations. Host: Daniel Cassidy Recorded on 03.20.25.

In this episode, we explore how large-cap value investing fits into a well-structured 401(k) plan investment menu with the help of Devin Armstrong, co-lead manager of the Invesco Comstock Fund, who is Senior Portfolio Manager and Director of U.S. Value Research at Invesco.With market uncertainty and shifting economic conditions, value investing remains a compelling strategy for long-term retirement savers. Armstrong breaks down why large-cap value stocks help to diversify 401(k) plan holdings, and walks us through the team's unique contrarian approach and classic value investing techniques that distinguish the Invesco Comstock Fund.Key InsightsImportance of Large-Cap Value in 401(k) PlansLarge-cap value investing plays a crucial role in 401(k) investment menus by providing diversification and long-term stability. As market cycles shift between growth and value investing, maintaining exposure to both styles ensures a balanced portfolio and mitigates risk​.Market Shifts and Investment StrategyThe economic environment is changing, with inflation and rising interest rates creating a more favorable backdrop for value stocks. Historical data shows that during inflationary periods, value stocks tend to outperform growth stocks, making them a strong consideration for retirement portfolios​.Invesco's Contrarian ApproachThe Invesco Comstock Fund follows a disciplined, valuation-driven approach. The team seeks undervalued companies facing temporary challenges, aiming to capitalize on market dislocations while maintaining a long-term investment perspective​.

In this episode, Joe is joined by Andrew Schlossberg, President & CEO at Invesco, and Dan Draper, CEO at S&P Dow Jones Indices. Topics included Andrew's journey from Invesco's corporate training program to CEO, Dan's perspective on the evolution of index-based investing, Andrew's insights on AI integration in asset management, and Dan's view on the future of the indexing business. The conversation also covered major industry trends, leadership advice for aspiring professionals, and experiences with football culture in London.

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 dieser Folge von echtgeld.tv begrüßt Tobias Kramer Denise Koch von Invesco. Die beiden sprechen über die Gründe, warum gleichgewichtetes Investieren plötzlich wieder topaktuell und bei Investoren beliebt ist – gerade beim S&P 500 und MSCI World. Stehen wir am Wendepunkt? Immer mehr Anleger schwenken von klassischen, marktkapitalisierungsgewichteten Indizes zu Equal-Weight-ETF um. Der Grund: extreme Konzentration auf wenige, hochbewertete Unternehmen – Stichwort „Magnificent 7“. Was bedeutet das für Deine Geldanlage? Wie performen gleichgewichtete Indizes im Vergleich? Und wann ist der richtige Zeitpunkt zum Einstieg oder für einen Wechsel? Neben spannenden Charts & Fakten gibt's auch Insights zu: - Equal Weight vs. Marktkapitalisierung: Welche Index-Umsetzung liegt vorne – und wann? - Performance-Vergleich: S&P 500, MSCI World, Nasdaq 100 & MSCI Europe - Mean Reversion & historische Marktphasen – was die Vergangenheit lehrt - Kurz zum Start: Der FTSE All World ETF von Invesco in 21 Monaten von 0 auf mehr als eine Milliarde € (1.000.000.000!)! Und was meinst Du: Equal Weight oder doch lieber klassisch?

Stocks rallying for a second straight day as the market tries to rebound from a 4-week sell off. Allianz Chief Economic Advisor Mohamed El-Erian on whether this rally is for real and how the Fed will have to deal with economic uncertainty. Invesco's Kristina Hooper says small cap outperformance today could be a sign that investors are betting on a Fed interest rate cut. Former Council of Economic Advisers Chairman Jason Furman weighs in on whether investors will get more clarity on the market once President Trump's reciprocal tariffs are put in place on April 2. And real estate developer Michael Shvo on whether falling homebuilder sentiment and DOGE's federal workforce cuts could be a double whammy for the housing and office space markets.

Tune in to this episode of the Security Token Show where this week Herwig Konings, Kyle Sonlin, and guest contributor Emanuele Rossi from Mountain Protocol cover the industry leading headlines and market movements, including USDM, Figure, and Invesco all tokenizing RWAs! This week features Nick Carmi, VP of Institutional Markets at Figure Markets in an interview with Jason Barraza, covering their publicly-registered $YLDS product, forward vaults, and more! STM Predicts $30-50T in RWAs by 2030: https://docsend.com/view/7jx2nsjq6dsun2b9  Join the RWA Foundation and Read the Whitepaper: RWAF.xyz Read STM's Global Tokenized Real Estate Market Guide 2024: https://docsend.com/view/rrfjz7zxzqb9na2q  Read the December 2024 RWA Securities Market Update: https://docsend.com/view/6vf42wm8quhnttuv  Company of the Week - Herwig: Invesco Company of the Week - Kyle: AVR Solar Park  = Stay in touch via our Social Media = Kyle: https://www.linkedin.com/in/kylesonlin/  Herwig: https://www.linkedin.com/in/herwigkonings/ Nico: https://www.linkedin.com/in/nicopantelis/  Jason: https://www.linkedin.com/in/jasonbarraza/  Opinion articles, interviews, and more: https://medium.com/security-token-group  Find the video edition of this episode on our Youtube Channel: https://www.youtube.com/@stmtvofficial  The Market Movements 1. Mountain Protocol's USDM Now Supported on Ledger https://medium.com/@MountainUSDM/mountain-protocol-partners-with-ledger-01c0b8f98390  2. Circle to Expand to Bermuda for Money Market Funds https://crypto.news/circle-to-expand-tokenized-money-market-operations-in-bermuda/  3. $BUIDL Reclaims throne as #1 and surpasses $1B https://www.coindesk.com/business/2025/03/13/blackrock-s-buidl-fund-tops-usd1b-with-ethena-s-usd200m-allocation  4. S&P Global Ratings Assigns AA+f / S1+ to Janus Henderson & Anemoy Tokenized Fund https://en.cryptonomist.ch/2025/03/12/janus-henderson-anemoy-the-tokenized-fund-receives-the-highest-category-rating/  The Token Debrief 1. Cantor Fitzgerald Launches Bitcoin-Backed Loans, Selects Anchorage Digital and Copper.co https://www.prnewswire.com/news-releases/cantor-fitzgerald-partners-with-digital-asset-custodians-anchorage-digital-and-copperco-to-support-bitcoin-financing-business-302397938.html  2. Rome Protocol and KiiChain Partner for Tokenization and Cross-chain Lending in Latin America https://crypto.news/exclusive-rome-protocol-and-kiichain-partnering-to-improve-rwa-tokenization-in-latam/  3. Securitize Places Onchain Price Feeds with Redstone https://securitize.io/learn/press/redstone-selected-by-securitize-as-blockchain-oracle-partner-bringing-all-its-tokenized-assets-to-defi-ecosystems  4. Mercado Bitcoin to Issue $200M in Assets in LatAm, Tokenized on Polygon https://www.coindesk.com/markets/2025/03/12/mercado-bitcoin-polygon-labs-look-to-issue-usd200m-worth-of-tokenized-assets-in-latin-america  5. MetaWealth Launches 10th Asset: Wyndham Grand La Cala Golf Residences https://www.linkedin.com/posts/metawealthapp_asset-10-is-now-live-welcome-to-wyndham-activity-7305545400004833280-mMPp?utm_source=share&utm_medium=member_desktop&rcm=ACoAAB1jcwoBLLGgrwl0xQgVcNMUDJZa3vbF48E  6. DigiFT Tokenizes Invesco Private Credit Strategy Fund on Arbitrum: $iSNR https://cointelegraph.com/news/digift-invesco-private-credit-token-arbitrum  7. Bahrain Exchange ATME Launches Gold-Backed Token, Supported by Central Bank of Bahrain https://news.bitcoin.com/bahrain-digital-exchange-atme-introduces-tokenized-gold/  8. Serbian Solar Park Tokens Yield 6% Interest https://balkangreenenergynews.com/serbias-first-ever-tokenization-in-energy-sector-saraorci-solar-project-yields-6-interest/  = Check out our Companies = Security Token Group: http://securitytokengroup.com/   Security Token Advisors: http://www.securitytokenadvisors.com/   Security Token Market: https://stm.co  InvestReady: https://www.investready.com ⏰ TABLE OF CONTENTS ⏰ 0:00 Introduction 0:16 Welcome 0:59 Market Movements 26:39 STS Interviews: Figure Markets 36:54 Token Debrief 46:30 RWA Foundation Update 48:17 Companies of The Week

Kristina Hooper, chief global market strategist at Invesco, says she is still holding to the optimistic scenarios she had entering 2025, but she acknowledges that the potential for a recession grows by the day, given tariffs, a potential resurgence in inflation, fiscal pressures resulting in cuts to government spending and more. Still, Hooper's base case remains positive and she warns that investors can't afford to get spooked out of the market by short-term temporary declines. Jordan Grumet of the "Earn and Invest" podcast, discusses his new book,  "The Purpose Code: How to Unlock Meaning, Maximize Happiness and Leave a Lasting Legacy," plus Aaron Schumm of Vestwell talks about how consumers and workers can improve their savings — and American could make a dent into its savings crisis — by using new platforms that allow money to be set aside not just into retirement plans but for college savings, emergency funds, health care and more.  

Die digitale Vermögensverwaltung von Weltsparen – einfach, günstig und effizient. Doch wie funktioniert die ETF-Vermögensverwaltung genau? Welche Strategien gibt es, und warum entscheiden sich Anleger dafür statt eines eigenen ETF-Portfolios? Gemeinsam mit Kim Felix Fomm, Leiter Investment- und Vorsorgeprodukte bei WeltSparen by Raisin, sprechen wir über Zinsen, Anlagestrategien und den Unterschied zu anderen Robo-Advisors. Viel Spaß beim Anhören! +++ Tipp +++ Nur für kurze Zeit: Sicher dir bis zu 100 € Neukundenbonus für deine Anlage in Tagesgeld, Festgeld oder die digitale Vermögensverwaltung bei WeltSparen. https://go.extraetf.com/raisin-youtube-032025 ++ Werbung ++ Besonders Frauen stehen vor der Herausforderung des Gender Pension Gaps. Eine Lösung könnten ETF-Sparpläne sein, denn.. mit einem ETF-Sparplan investierst du regelmäßig kleinere Beträge, dadurch können Bedenken über den “falschen” Investmentzeitpunkt verringert werden. Wenn du darüberhinaus deine Erträge immer wieder anlegst, wächst dein Kapital im Regelfall schneller. Du verdienst also Zinsen auf deine Zinsen. Nutze auch die Vorteile der Diversifikation: Ein ETF, wie der Welt-ETF von Invesco verteilt dein Risiko auf über 4.000 Unternehmen in Industrie- und Schwellenländern. Entdecke mehr dazu auf www.invesco.de. Kapitalanlagerisiko https://go.extraetf.com/invesco-podcast-ftse-all-world-12032025 ++++++++

Episode 536: Neal and Toby talk about the tech stock meltdown that results in one of the worst days for the tech-heavy Nasdaq. Then, Canada has elected a new prime minister, former banker Mark Carney, who promises to combat US tariffs. Also, another Chinese AI tool just dropped and some are calling it another ‘DeepSeek' moment, while others aren't so impressed. Meanwhile, 5 years ago, the world was transformed by the COVID-19 pandemic and Toby looks at some of the trends that have lasted and some that fizzled out. Lastly, a wrap of other headlines you should know. Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow There are risks involved with investing in ETFs, including possible loss of money. ETFs are subject to risks similar to those of stocks. Investments focus in a particular sector, such as technology, are subject to greater risks and are more greatly impacted by market volatility, than more diversified investments. Since ordinary brokerage commissions apply for each buy and sell transaction, frequent trading activity may increase the cost of ETFs. Invesco does not offer tax advice. Please consult your tax professional for information regarding your own personal tax situation. Diversification does not guarantee a profit or eliminate the risk of loss. Invesco Distributors, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan and Guy bring you a Friday morning update on what's been a particularly volatile week in markets as investors digest the Trump administration's economic policy implementation. After the break, Dan & Guy sit down with Brian Hartigan, Global Head of ETFs and Index Investments at Invesco. They discuss the history and performance of the QQQ and RSP ETFs, highlighting their construction, concentration, and the benefits they offer investors. The conversation explores how these ETFs have evolved over time, their role in hedging, and their appeal to both retail and institutional investors. Brian provides insights into the passive and active strategies involved, how market corrections can be opportunities, and the tactical use of these ETFs in various market conditions. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

KI ist ein großes Versprechen auf eine effizientere Zukunft – auch bei der Geldanlage. Doch wo verläuft die Grenze zwischen Effizienz und nicht mehr nachvollziehbaren Regeln? Was kann KI in der Geldanlage leisten und was nicht? Schafft sie den perfekten Markt? Diesen Fragen gehen wir in der neuesten Podcastfolge nach. Zu Gast ist Erhard Radatz (Global Head of Portfolio Management bei Invesco Quantitative Strategies). Er gibt Einblicke, wie KI das Rennen um Rendite verändert. Sprachmodule interpretieren öffentliche Statements von CEOs, Kreditkartendaten werden analysiert, um Trends zur Aktienkursentwicklung abzuleiten. Macht sich Erhard durch Einsatz von KI als Fondsmanager überflüssig? Viel Spaß beim Anhören! ++++++++ Wusstet ihr, dass der Nasdaq-100 Index im Februar seinen 40. Geburtstag gefeiert hat? Der Index umfasst führende Technologie- und Innovationsunternehmen der Welt, darunter Branchenführer wie Apple, Microsoft und Amazon. Mit der Nasdaq ETF-Familie von Invesco kannst du bereits ab 0,2% TER in die größten Tech-Unternehmen weltweit investieren. Lass dein Geld für dich arbeiten - mit ETFs und ETF-Sparplänen kannst du einfach, bequem und kostengünstig investieren. Entdecke mehr dazu auf https://go.extraetf.com/Invesco-Podcast-Nasdaq-ETFs ++++++++

We're diving deep into the world of trust (or lack thereof) in the financial services industry! This episode is all about how trust in your financial advisor should be more than just a warm fuzzy feeling; it needs to be backed by proactive planning and accountability. We'll break down two compelling cases: one involving a major investment firm hit with a $17.5 million civil penalty for allegedly making misleading statements about its ESG-focused investments, and another where an advisor orchestrated a Ponzi scheme to deceive clients.

Send us a textUK vs Europe: Where's the Smart Money Going in Living Sector Investment?With John German, Managing Director Alternative Investments at Invesco Real EstateI chatted to John German, Managing Director Alternative Investments at Invesco Real Estate about the differences between UK and European Living Sector Investment, with a special focus on Affordable Housing. This episode is brilliant for anybody new to this sector as John is an expert at navigating this sometimes complex sector. We covered:Who's who and what's what in Living Sector investmentWhat different investors look for: Income vs Total Return (including capital growth)The differences between UK living sectors and other living sectors internationally in terms of scale, maturity and return expectationsThe significance of the UK's regulatory framework for affordable housing, meaning Affordable housing needs to be provided by Registered ProvidersWhat premium international investors need to make on Living Sector investments, to justify currency risk.Guest website: https://www.invesco.com/us/en/strategies/alternatives/real-estate.html Guest LinkedIn: https://www.linkedin.com/in/john-german-2437573b/Host LinkedIn: https://www.linkedin.com/in/annaclareharper/Host website: https://www.greenresi.com/

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. 

Invesco's Kristina Hooper and Hennion & Walsh's Kevin Mahn join to discuss the market. TIAA's Neel Mukherjee breaks down the U.S. vs. global investing landscape — and why he still prefers the U.S.  Taylor Morrison CEO Sheryl Palmer weighs in on homebuilders and the recent spate of weak data. Plus, Hamilton Lane Co-CEO Erik Hirsch on private markets and IPOs. Earnings from Zoom, Diamondback Energy and Cleveland-Cliffs. 

Does the momentum portend a rough patch for stocks overall? We discuss with Strategas' Chris Verrone. Plus, JPMorgan Asset Management's Gabriela Santos and Invesco's Kristina Hooper weigh in on this time of uncertainty for investors. And, retailing legend Mickey Drexler weighs in on the health of the consumer and tells us where he is seeing pockets of opportunity in that sector. 

On today’s episode, we wrap up the trading week with the latest tariff news out of the United States. We speak with Helen Zhu, Managing Partner and Chief Investment Officer at NF Trinity in Hong Kong, and David Chao, Global Market Strategist, APAC, at Invesco from Singapore.See omnystudio.com/listener for privacy information.

This episode discusses the dynamics of fixed income investing, with Stuart Edwards, manager of the Invesco Tactical Bond fund, explaining how a tactical approach can help navigate volatile markets. He explains the fund's flexible strategy, covering interest rate positioning, corporate bond opportunities, and emerging markets. We also break down the importance of a top-down macroeconomic perspective, combined with bottom-up credit analysis. With insights into how recent rate cuts and inflation trends impact bond markets, this discussion sheds light on where the risks and opportunities lie.What's covered in this episode: The three key components of the Invesco Tactical Bond fundHow allocation has changed over the past yearWhat combining macro awareness and stock selection means in practiceHow the manager builds the fundWhy the UK is a fascinating space for investorsThe fund's exposure to UK interest ratesThe key opportunities in the UK marketWill UK inflation remain sticky in 2025?The Trump 2.0 effect on bond marketsHow the fund allocates to emerging marketsThe appeal of Mexican and Brazilian debtWhat is duration? How the fund's duration exposure has changed over the the past yearWhere are the best opportunities today?More about the fund: The Invesco Tactical Bond fund is the most flexible fund in Invesco's fixed income range. It is designed to capitalise on all the resources within the team and invest across the whole fixed income opportunity set. The managers use an active style whereby risk can be continually adjusted according to market conditions and the level of return on offer.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

Invesco's Global Head of ETFs, Brian Hartigan, provides a tour through the current financial markets, with a focus on the firm's ETF lineup.  VettaFi's Cinthia Murphy offers hot takes on several recent ETF stories including Vanguard's fee cuts, Trump Media's...

Unlock the secrets to achieving true diversification in your investment portfolio with insights from Seth Cogswell of Running Oak. Ever wondered if your large-cap portfolio is truly diversified, or if it's just another tech-heavy collection? We tackle the illusion of diversification, using SCHG as a critical case study, and reveal how active ETFs can be leveraged to balance exponential growth with sustainable returns. This episode promises to equip you with a strategic, risk-aware approach that navigates the volatile markets of today with confidence and foresight.Join us as we challenge the misconception that large-cap growth portfolios provide adequate diversification. With 60% of SCHG concentrated in a mere handful of tech giants, there's a whole world of mid-cap investments that are often overlooked. Drawing from Invesco's research, we delve into the potential of mid-caps, which have historically outperformed their larger counterparts. We make the case for active management, an approach that not only distinguishes between various market capitalizations but also steers clear of unprofitable companies, ensuring the preservation and growth of your wealth over the long term.Finally, we explore the power of quantitative investment strategies. Discover how a rules-based, unemotional approach to investing can provide stability, reduce volatility, and serve as a foundational element of your portfolio. From the promising undervaluation of mid-cap stocks to the impact of emerging technologies like AI, we cover it all. Seth and I dissect the current market dynamics and offer practical strategies for financial advisors seeking an efficient growth style. By balancing growth and value, our conversation offers a roadmap to constructing a portfolio that stands the test of time, acting as a reliable anchor in a sea of market fluctuations.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Running Oak and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Kristina Hooper is the Chief Global Market Strategist at Invesco. We cover a wide range of topics, including a macroeconomic outlook, expectations for monetary policy, notable market risks, and views on asset allocation. Host: Daniel Cassidy

#236 Dr. Walz über seine Portfolio-Aufstellung: Diese Aktien sind Altlasten | extraETF Talk Verbraucherschützer, Entscheidungsexperte und Verhaltensökonom Dr. Hartmut Walz gewährt uns einen spannenden Einblick in seine Portfolioaufstellung. Wie managt er Anleihen, Aktien und Cash? Wie geht er mit Klumpenrisiken um? Und welche Rolle spielen Einzeltitel? All das klären wir in dieser Podcastfolge. Viel Spaß beim Anhören! ++++ WERBUNG +++ Möchtest du dein Geld für dich arbeiten lassen? Mit ETFs und ETF-Sparplänen kannst du einfach, bequem und kostengünstig investieren. ETFs, also börsengehandelte Indexfonds, sind ideal für den Einstieg. Sie bieten dir: Diversifikation – Investiere mit nur einem ETF in tausende Unternehmen. Kosteneffizienz – ETFs haben oft sehr niedrige Gebühren. und Flexibilität – Kaufe und verkaufe sie während der Handelszeiten der Börse. Probier's aus und nutze den Sparplanrechner von Invesco. https://go.extraetf.com/invesco-podcast-etf-sparplan-rechner-050225 Disclaimer für die Shownotes: Diese Marketing-Anzeige dient lediglich zu Diskussionszwecken und richtet sich ausschließlich an Anleger in Deutschland. Stand der Daten: 13.01.2025 sofern nicht anders angegeben. Dies ist Marketingmaterial und kein Anlagerat. Es ist nicht als Empfehlung zum Kauf oder Verkauf einer bestimmten Anlageklasse, eines Wertpapiers oder einer Strategie gedacht. Regulatorische Anforderungen, die die Unparteilichkeit von Anlage- oder Anlagestrategieempfehlungen verlangen, sind daher nicht anwendbar, ebenso wenig wie das Handelsverbot vor deren Veröffentlichung. Die Ansichten und Meinungen beruhen auf den aktuellen Marktbedingungen und können sich jederzeit ändern. Herausgegeben durch Invesco Investment Management Limited, Ground Floor, 2 Cumberland Place, Fenian Street, Dublin 2, Irland RO 4150722 ++++++++

Just how vulnerable – or insulated – is the U.S. economy under various tariff scenarios? We break down the latest in the trade war and what it might mean for your money with Dan Greenhaus from Solus, Sameer Samana of Wells Fargo and Invesco's Kristina Hooper. Plus, former Dallas Fed President Richard Fisher tells us what the tariffs could mean for the Fed and inflation. And, star technician Jeff DeGraaf says he is watching one key sector in the market right now – because if you lose that sector, you could lose the whole market. He explains which one and why. 

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.)

In this episode we answer emails from Kyle, Steve and James.  We discuss the three most common small cap value indexes -- S&P 600, CRSP and Russell, modifications to the Golden Butterfly portfolio using managed futures, and the fantasies and follies of portfolio Bucketeering.Links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterSteve's Modified Golden Butterfly:  testfol.io/?s=hJZl3QbaXsjKitces Article About Bucket Strategies:  Managing Sequence Risk: Bucket Strategies Vs Total ReturnAmusing Unedited AI-Bot Summary:Can equal-weighted ETFs outperform their cap-weighted counterparts? Find out as we break down their impact on factor representation within diversified portfolios, focusing on strategies like the Golden Butterfly. Join me, Frank Vasquez, in our latest episode as I discuss listener questions and share insights on choosing between Invesco's RSP and traditional options like SPY or VOO. I'll also revisit my preference for the small-cap value ETF VIOV over VBR, emphasizing the advantages of the S&P 600 index's unique profitability filter. This episode is packed with knowledge to help you refine your portfolio allocation strategies, with a special focus on the role of managed futures and their influence on compound annual growth rates and drawdowns.Shatter the myth of bucket strategies as we confront their limitations in mitigating sequence of returns risk. Drawing on Bill Bengen's studies, I argue that excessive cash allocations hinder performance more than they help. We explore the psychological allure of bucket strategies and suggest that true financial security lies in prudent spending rather than complex asset arrangements. Tune in as we offer a fresh perspective on managing your financial future, challenging conventional wisdom and emphasizing smarter, evidence-based approaches to portfolio management. Whether you're a seasoned investor or just starting, this episode promises valuable insights and a chance to rethink traditional investment strategies.Support the show

It' an action-packed hour starting with market insights from Sameer Samana of Wells Fargo and Kristina Hooper of Invesco. Fubo shares soared on the back of announcing a combination with Hulu + Live TV; CEO David Gandler discusses the company's new deal and what it means for streaming competition. Jason Furman, former CEA Chair, breaks down tariffs, the Trump economic agenda, and a rejected steel deal. Former Cisco CEO John Chambers weighs in on Sam Altman's AI blog and the future of innovation. Plus, Oshkosh CEO John Pfeifer on the company's EV and robotics announcements.

David Faber, Leslie Picker and Mike Santoli discussed the latest for stocks as a potential Santa Claus rally stalls out – with a slew of consumer and big tech names under pressure an hour into trade. Strategists from Citi and Invesco broke down their bull and bear cases for 2025, with the team also focusing in on the future for Chinese equities under president-elect Trump. Plus: Apple $4T watch, a look at 2024's “rise of the dupes”, and one warning sign flashing for financials.

Matt and Nic are back with another week of news and deals. In this episode:  Nic comes out against the SBR on Bloomberg More Prometheum nonsense MicroStrategy acquired an additional 15,350 BTC for roughly $1.5 billion, bringing the company's total holdings to 439,000 BTC. Microstrategy was also added to the Nasdaq 100  this week, which will lead to the stock's inclusion in several large ETFs including Invesco's QQQ. Anchorage Digital has received New York BitLicense approval, enabling them to offer digital asset custody and trading services to more customers in the state such as RIAs and other institutional asset managers. The US Senate scrapped a vote to renominate SEC Commissioner Caroline Crenshaw in response to immense backlash from the crypto community, led by Coinbase-backed non-profit Stand With Crypto, for Commissioner Crenshaw's treatment of the digital asset industry. A Texas state representative, Giovanni Capriglione, introduced a bill for the state to create a strategic Bitcoin reserve. Riot Platforms, the publicly traded Bitcoin miner, acquired 667 BTC this week for $67.4 million to add to their balance sheet, bringing their total holdings to 17,429 BTC. The NFT collection CyberKongz announced they had received a Wells Notice from the SEC. A California judge sided with Coinbase in a suit brought by BiT Global over the exchange's delisting of wBTC. Coinbase had recently moved to remove the asset, a tokenized version of BTC tradeable on Ethereum-based networks, following BiT Global, a custodian closely affiliated with Tron founder Justin Sun, assuming custody services for wBTC. Sponsor notes:  Coin Metrics, State of the Network's Q4 2024 Mining Data Special A quarterly update on Bitcoin mining in Q4 2024