American investment management company
POPULARITY
Categories
126 episodes with Invesco
57 episodes with Invesco
28 episodes with Invesco
38 episodes with Invesco
27 episodes with Invesco
24 episodes with Invesco
24 episodes with Invesco
9 episodes with Invesco
20 episodes with Invesco
17 episodes with Invesco
14 episodes with Invesco
20 episodes with Invesco
10 episodes with Invesco
7 episodes with Invesco
9 episodes with Invesco
6 episodes with Invesco
4 episodes with Invesco
9 episodes with Invesco
10 episodes with Invesco
7 episodes with Invesco
112 episodes with Invesco
6 episodes with Invesco
4 episodes with Invesco
6 episodes with Invesco
8 episodes with Invesco
8 episodes with Invesco
6 episodes with Invesco
4 episodes with Invesco
4 episodes with Invesco
2 episodes with Invesco
10 episodes with Invesco
4 episodes with Invesco
6 episodes with Invesco
5 episodes with Invesco
2 episodes with Invesco
2 episodes with Invesco
3 episodes with Invesco
4 episodes with Invesco
3 episodes with Invesco
3 episodes with Invesco
2 episodes with Invesco
5 episodes with Invesco
5 episodes with Invesco
5 episodes with Invesco
3 episodes with Invesco
From hyperscaler borrowing to higher yields, there's a lot happening beneath the surface of today's bond markets. Matt Brill breaks down what it all means for credit investors and why fixed income may be more dynamic than many people realize. (Invesco Distributors, Inc.)
Oil price increases are back in the news, the perma-bears have grabbed their megaphones, and now there's talk of an AI “earnings bubble.” Brian Levitt and Jodi Phillips sort through the market's latest drama to ask what's really important and what's just a distraction. (Invesco Distributors, Inc.)
For years, we've been told that blockchain technology would eventually transform Wall Street. Well... "Eventually" is starting to look a lot like RIGHT NOW. In today's episode, we're diving into one of the biggest developments yet in the convergence of traditional finance and digital assets: the DTCC's move to tokenize traditional securities. And this isn't some crypto startup experimenting with a proof of concept. The Depository Trust & Clearing Corporation (DTCC) sits at the heart of the U.S. financial system, and its subsidiary DTC currently custodies more than $114 TRILLION in assets. Now, those assets are beginning to move on-chain. In July, DTCC successfully converted DTC-held traditional securities into digital tokens and used them in real production transactions, involving more than 30 major traditional and digital financial firms. The transactions included U.S. Treasuries, equities, securities lending, collateral and other institutional workflows. That's a BIG deal. We're no longer talking about whether Wall Street will adopt blockchain. We're watching the infrastructure being built right in front of us. On today's show, we'll break down: What tokenization actually means Why DTCC's involvement changes the conversation How a traditional stock or Treasury can become a tokenized asset Why Wall Street wants assets on blockchain networks The potential for faster settlement and greater asset mobility How tokenization could change collateral and liquidity management Why this could eventually lead toward extended trading hours Which blockchains and financial companies are participating What all of this could mean for cryptocurrency and digital-asset investors Perhaps most importantly, we'll look at what comes next. DTCC plans to officially launch its Tokenization Service in October 2026, initially allowing eligible DTC-custodied securities to be converted between traditional and tokenized forms. Eligible assets include constituents of the Russell 1000, ETFs tracking major indexes, and U.S. Treasury bills, notes and bonds. And this isn't being built in isolation. Major firms participating in DTCC's tokenization initiative include BlackRock, Goldman Sachs, J.P. Morgan, Citadel Securities, Circle, CME Group, Chainlink, Invesco, BNP Paribas, Fireblocks and many others. DTCC is also pursuing a multi-chain strategy, with tokenized assets already demonstrated across private and public blockchain infrastructure and plans to make DTC-tokenized assets available on the Stellar network in the first half of 2027. Think about what that tells us. For years, the debate was: Will traditional finance adopt crypto? I think we're beginning to ask the wrong question. What happens when traditional finance starts using the TECHNOLOGY that crypto introduced? Stocks. Bonds. Treasuries. ETFs. Collateral. Real-world assets. The infrastructure of Wall Street itself is beginning to move on-chain. The digital revolution isn't ending... It may just be getting started. For additional research, check out DTCC's Tokenization Initiative and DTCC's July Production-Trades Announcement. Listen now:
The way people choose a financial advisor has changed. Bill Cates talks with Brian Thorp, founder of Wealthtender, about why online reviews and internet presence and credibility now play an important role in the decision to meet with you and, hopefully, work with you. They discuss what advisors can do to make sure their digital credibility supports the trust they have built offline. Brian shares findings from a study of 500 mass-affluent Americans. One result stands out: 83 percent of people who receive an offline referral to an advisor go online to look for reviews. A trusted introduction still carries weight, but prospects want to see that trust backed up by other forms of social proof. Here are 3 key takeaways: A Referral Often Starts the Research: Prospects are checking websites, LinkedIn profiles, reviews, and even asking AI to compare advisors before they make contact. Reviews Work Like Digital Referrals: A strong review keeps building credibility long after it is written. It can also help Google and AI tools understand who you serve and why clients value working with you. Clients Talk About How You Make Them Feel: Most reviews are not (and should not be) about investment performance. Clients write about confidence, peace of mind, and the difference their advisor made during an important moment in their lives. Listen to this conversation for a practical look at online reviews, compliance concerns, search visibility, and how to make sure the trust you have built offline also shows up online. Don't forget to check out the show notes for free resources and get ready to turn great ideas into meaningful action! Sponsor: EPISODE SPONSORS: Nexruto www.Nexruto.comThe Cates Academy for Relationship Marketing www.TheCatesAcademy.com Connect with Brian Thorp: Websites: https://wealthtender.com/grow https://wealthtender.com/love LinkedIn: https://www.linkedin.com/in/briancthorp/ YouTube: https://www.youtube.com/watch?v=9MdoXba7U0k Email: brian@wealthtender.com Resources: RapidFire Referrals Get a copy of “The Language of Referrals” Get a copy of “Radical Relevance” Grab your copy of The Hidden Heist today! Connect With Bill Cates: BillCates@referralcoach.com Referral Coach Homepage Hire Bill for Coaching Enroll in The Cates Academy About Brian Thorp Brian Thorp is the founder, CEO, and Editor-in-Chief of Wealthtender. He believes everyone deserves trusted help with money matters, regardless of income or stage of life. Brian is a member of the National Society of Compliance Professionals and its SEC Marketing Rule Working Group. He has written extensively about advisor testimonials, including an article published in Currents and a testimonial marketing playbook for advisors and wealth management firms. Under Brian's leadership, Wealthtender became the first financial advisor review platform designed to comply with the SEC Marketing Rule. His work has been featured in major publications and on numerous podcasts, and WealthManagement.com named him one of its top 10 innovators and influencers set to change the industry in 2024. Before founding Wealthtender, Brian spent nearly 22 years at Invesco, most recently leading financial advisor platforms and overseeing strategic partnerships with wealth management firms representing more than $100 billion in assets under management. With more than 25 years in financial services, Brian is focused on helping more people enjoy life with less money stress.
With the change in leadership at the Federal Reserve, investors are paying greater-than-usual attention to the outlook for short-term funding markets, money-market funds and the central bank's balance sheet. Laurie Brignac, head of global liquidity at Invesco, joins Bloomberg Intelligence interest rate strategists Ira Jersey and Will Hoffman to discuss this and more on this Macro Matters edition of the FICC Focus podcast. Brignac explains why lending excess Treasury General Account balances into the repo market may create more operational risk than income, and why shrinking the Fed's balance sheet would require changes to bank liquidity regulations before reserve balances can fall significantly. The group also examines whether the Fed should return to traditional temporary open-market operations, how stigma continues to limit use of standing liquidity facilities and where Invesco sees value across Treasury bills, commercial paper and ultra-short strategies. They close with a discussion of institutional and retail money-fund flows, the market's capacity to absorb growing bill issuance and what investors should watch as the Fed's task forces review its communications, data and balance-sheet frameworks. The Macro Matters podcast is part of BI's FICC Focus series.
Think all energy-related companies are driven by the same market forces? It's time to rethink that view. We interviewed Brian Watson of Invesco's SteelPath team about the often-overlooked world of midstream energy infrastructure — the systems that help move, store, process, and export the oil and gas people rely on every day. We discussed why these companies may be less tied to oil prices than many investors assume, how rising demand for liquefied natural gas and reliable power is shaping the long-term opportunity, and how midstream businesses can offer potential income, real asset exposure, and a differentiated role in diversified portfolios. (Invesco Distributors, Inc.)
In this episode of Wealth Management Invest, host David Bodamer speaks with Karl Desmond, senior client portfolio manager at Invesco, about how financial advisors are using model portfolios. Karl breaks down trends with both pre-built and custom model portfolios, including how advisors can maintain input on asset allocation, manager selection, and existing holdings while delegating more of the portfolio construction process. Karl also discusses tax-aware transitions and implementation challenges associated with less-liquid strategies when incorporating them into model portfolios. In addition, he explores the rise of multi-manager portfolios, the role of wealth technology in trading and tax management and how a more consistent investment process can help advisors spend more time with clients while preparing their firms for future growth, advisor transitions and eventual succession. Karl discusses: How model portfolios create capacity for client service, planning, prospecting and other advisor priorities How advisors can preserve their investment philosophy while outsourcing portfolio construction and manager research Why tax-aware transitions may preserve appreciated holdings while reducing disruption for existing clients How liquid and private alternatives introduce education, liquidity, rebalancing and implementation concerns How streamlined portfolio processes can support practice efficiency, advisor transitions and firm succession Connect With David Bodamer: david.bodamer@informa.com Wealth Management LinkedIn: David Bodamer LinkedIn: Wealth Management Connect With Karl Desmond: LinkedIn: Karl Desmond LinkedIn: Invesco Website: Invesco Resources: Listen to the Wealth Management Invest Podcast on Wealth Management Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify
The major averages are moving higher as shares of major tech companies are popping on the first day of August trading, while oil prices decline after President Donald Trump called off planned strikes against Iran. Dominic Chu and Kelly Evans are joined on-set by Invesco's Brian Levitt to break down the fundamentals behind today's rally and what it means for investors going forward. Meanwhile, Matt Smith, Kpler's Director of Commodity Research, also joins the anchors in-studio to discuss how global oil producers are continuing to seek alternative export routes amid the ongoing conflict between the U.S. and Iran. Later on, Strategy CEO, Phong Le, sits down for a “First on CNBC” interview to talk about his company's latest Bitcoin sale worth more than $105 million. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Kristina Hooper is Chief Market Strategist at Man Group, a global alternative investment manager. In this role, she provides views and insights on the economy and markets and appears regularly on CNBC, Bloomberg TV, Yahoo Finance, and Reuters TV. Prior to joining Man Group in 2025 Christina served as the chief global market strategist at Invesco and previously worked at Allianz Global Investors. Our conversation covers her early career, the lasting effects of her Catholic school education and how an investment club inspired a love of stocks and investing. We move to her focus on economics and behaviour and how her legal training assisted her with creating an argument. She shares some of her more contrarian takes today and shares some of the inspiration that has shaped her career.The Fiftyfaces Podcast is supported by Franklin Templeton and Alvine Capital. Franklin Templeton is a global investment management firm that provides a broad range of investment solutions, including mutual funds, ETFs, alternative investments, wealth management, and technology-enabled financial services. Founded in 1947, the firm manages approximately $1.8 trillion in assets under management (AUM) and serves individual and institutional investors across more than 150 countriesFounded in 2005, Alvine Capital is a European focused private capital advisory and placement agent that provides capital raising services to investment managers. From its base in London and its office in Stockholm it creates bespoke capital raising programs that blend appropriate investor targeting and sophisticated marketing to deliver a fundraise aligned with institutional expectations
En Capital Intereconomía reunimos a los principales expertos del sector en una Tertulia de Mercados para analizar el escenario financiero y las claves que marcarán la evolución de las inversiones durante los próximos meses. Participan Fernando Fernández-Bravo, responsable de Ventas Institucionales de Invesco; María Zamora, Client Director de GAM; Inés del Molino de la Peña, Business Development Manager de Aegon Asset Management; y Christian Rouquerol, co-head de Iberia de Tikehau Capital. Durante el debate hacemos balance de la temporada de resultados empresariales, analizando qué regiones y sectores están mostrando un mejor comportamiento y cuáles afrontan mayores desafíos. También abordamos el impacto de la nueva guerra comercial sobre los mercados, las implicaciones de un petróleo en el entorno de los 100 dólares por barril y el riesgo de que resurjan las presiones inflacionistas, condicionando las próximas decisiones de los bancos centrales y la evolución de los tipos de interés. Además, analizamos cómo este escenario puede afectar a la deuda soberana y qué estrategias pueden adoptar los inversores para afrontar el periodo estival con mayor tranquilidad. Los expertos comparten su visión sobre diversificación, gestión del riesgo y posicionamiento de las carteras ante un contexto marcado por la volatilidad y la incertidumbre. Por último, analizamos la preapertura de las bolsas europeas con Patricia García, socia fundadora de MacroYield y directora del Máster en Finanzas de ESIC Business & Marketing School, quien repasa las principales referencias macroeconómicas y empresariales que marcarán el inicio de la sesión.
En nuestra Tertulia de Mercados hoy analizaremos la reunión de este martes de la Reserva Federal de Estados Unidos, donde se espera que mantengan los tipos en el rango del 3,50-3,75%. Además, será muy importante la publicación de la primera lectura del ritmo de crecimiento del PIB en el 2T del año y el índice de precios PCE de junio. Además, nuestros invitados desgranarán las principales ideas de inversión en renta fija y renta variable en 2026. En esta Tertulia contamos con Fernando Fernández-Bravo, responsable de ventas institucionales de Invesco, María Zamora, Client Director de GAM, Inés del Molino de la Peña.Business Development Manager de Aegon AM y Christian Rouquerol, co-head de Iberia de Tikehau Capital.
Oil volatility and renewed geopolitical risk have complicated what had looked like a supportive backdrop for risk assets in 2026. Brian Levitt, Invesco's chief global market strategist, joins Ira Jersey, Bloomberg Intelligence chief US interest-rate strategist, on this Macro Matters edition of the FICC Focus podcast to discuss why he still sees a constructive medium-term outlook for markets even as the war in the Middle East has shifted the global economy from expansion toward a slower-growth phase. Levitt explains why he believes the resilience of earnings and improving market breadth have made equities healthier than they appeared in 2024, despite investors' rotation away from some of the market's most speculative areas. The two also discuss how higher oil prices, central-bank divergence and shifting rate expectations are affecting regional asset allocation, why Levitt expects the US would remain better positioned than Europe in a sustained energy shock and how a slower but still positive growth environment can bring leadership back to growth stocks and technology. They close with a discussion of portfolio construction, the outlook for the dollar and why Levitt remains broadly optimistic that markets are navigating a slowdown rather than the end of the cycle. The Macro Matters podcast is part of BI's FICC Focus series.
How might a divided government impact policy over the next two years? How does a 10% youth unemployment rate compare to history? And how is the artificial intelligence trade evolving? (Hint: It may not be enough to simply beat quarterly earnings estimates anymore.) We tackle these topics and much more in our latest episode. (Invesco Distributors, Inc.)
In this episode of the Top Advisor Podcast, Bill Cates sits down with Molly McClure, Executive Director of Marketing at OnePoint BFG Wealth Partners, to look at how prospects choose a financial advisor today. A trusted introduction may put an advisor at the top of the list, but prospects still do their homework. They check your website. They look at your LinkedIn profile. They search Google, and increasingly, they ask AI. Yup! For better or worse, AI is playing a huge role in this dynamic now. Molly shares what advisors can do to strengthen that next step and make sure their marketing supports the tried and true referral process. Here are 3 Key Takeaways: The Referral Gets You Considered: A warm introduction opens the door. Your online presence helps the prospect decide whether to walk through it. The referral comes with borrowed trust. Your online presence can increase that – if done properly. Your Message Has to Be Specific: Does your website clearly show who you help, what makes you different, and why the prospect should call you? Do your new prospects “see themselves” in how you talk about your value? Client Surveys Can Start Better Conversations: Client survey results can lead you to clients who are willing to refer but maybe haven't done so… yet. This creates a natural opportunity to follow up and help them recognize who may be a good fit. Listen in for a smart, practical conversation about blending referrals and marketing, with advice on creating useful content, improving search visibility, simplifying website forms, and making sure your links and follow-up systems work, so you can become the first call clients make when life gets complex. Don't forget to check out the show notes for free resources and get ready to turn great ideas into meaningful action! Episode Sponsors: Nexruto The Cates Academy for Relationship Marketing Connect with Molly McClure: Website: https://themollymcclure.com/ | https://www.onepointbfg.com/ LinkedIn: https://www.linkedin.com/in/mollysmcclure/ Email: molly@themollymcclure.com Resources: RapidFire Referrals Get a copy of “The Language of Referrals” Get a copy of “Radical Relevance” Grab your copy of The Hidden Heist today! Connect With Bill Cates: BillCates@referralcoach.com Referral Coach Homepage Hire Bill for Coaching Enroll in The Cates Academy About Our Guest Molly McClure is the Executive Director of Marketing at OnePoint BFG Wealth Partners, where she leads the firm's marketing strategy and brand growth. With nearly 20 years of experience in technology, financial services, and fintech, Molly is known for making complex ideas clear and building marketing programs that deliver real results. Before joining OnePoint BFG, she led U.S. marketing for a fintech division of Invesco and helped drive significant growth in both revenue and brand awareness. Molly was also named the 2025 Gold Stevie Award winner for Marketing Executive of the Year. A Michigan native, she credits her early years working on her grandparents' cherry farm with shaping her hands-on approach to leadership.
Asia's AI-fueled market rally has created huge winners — but also growing risks. In this episode, Merryn Somerset Webb speaks with Invesco fund manager Fiona Yang about why Korea's AI boom has become increasingly volatile, where she's still finding value in China and India and why the next generation of winners may be the companies using AI rather than building it.Join us in Edinburgh for Fringe Festival! https://www.edfringe.com/tickets/whats-on/the-butcher-the-brewer-the-baker-and-merryn-somerset-webbSee omnystudio.com/listener for privacy information.
On this episode of the "ETF of the Week" podcast, VettaFi's Head of Research, Todd Rosenbluth, discussed the Invesco NASDAQ 100 ETF (QQQM) with Chuck Jaffe of Money Life.
Alissa Coram and Ken Shreve walk through Wednesday's market action with key stocks to watch in Stock Market Today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, we kick things off by examining a strategic financial comeback landing at precisely the right moment for the intermodal sector. STG Logistics has emerged from Chapter 11 protection after slashing its funded debt by approximately ninety percent and securing one hundred fifty million dollars in fresh capital from Fortress, Fidelity and Invesco. The timing couldn't be better: intermodal is currently thirty-one percent cheaper than over-the-road truckload service, helping drive an eight percent year-over-year increase in total intermodal traffic on U.S. Class I railroads during the second quarter. Next, we explore a major wrongful death verdict sending shockwaves through the truckload sector. An El Paso jury has awarded one hundred four million dollars against Mesilla Valley Transportation and one of its drivers following a fatal crash in twenty twenty where an MVT driver and company trainer fell asleep at the wheel, causing his tractor-trailer to drift onto the shoulder and strike a parked box truck, killing co-driver Orlando Robles who was asleep in the sleeper berth. The jury awarded Robles' son twenty million dollars in compensatory damages and seven point five million dollars in punitive damages, with the overall verdict totaling one hundred four million dollars for the surviving family. Finally, we unpack a costly contractual bind forcing the U.S. Postal Service to fly mail it would rather send by truck. According to a report from the agency's Office of Inspector General, postal officials are spending more than intended because minimum volume commitments under its UPS air cargo contract prevent shifting more pieces to cheaper surface transportation. The percentage of First-Class mail traveling by air skyrocketed from two percent in October twenty twenty-four to fifty percent by March twenty twenty-five, directly contradicting the Postal Service's broader strategy to shift volume to trucking contractors and save money. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we kick things off by examining a strategic financial comeback landing at precisely the right moment for the intermodal sector. STG Logistics has emerged from Chapter 11 protection after slashing its funded debt by approximately ninety percent and securing one hundred fifty million dollars in fresh capital from Fortress, Fidelity and Invesco. The timing couldn't be better: intermodal is currently thirty-one percent cheaper than over-the-road truckload service, helping drive an eight percent year-over-year increase in total intermodal traffic on U.S. Class I railroads during the second quarter. Next, we explore a major wrongful death verdict sending shockwaves through the truckload sector. An El Paso jury has awarded one hundred four million dollars against Mesilla Valley Transportation and one of its drivers following a fatal crash in twenty twenty where an MVT driver and company trainer fell asleep at the wheel, causing his tractor-trailer to drift onto the shoulder and strike a parked box truck, killing co-driver Orlando Robles who was asleep in the sleeper berth. The jury awarded Robles' son twenty million dollars in compensatory damages and seven point five million dollars in punitive damages, with the overall verdict totaling one hundred four million dollars for the surviving family. Finally, we unpack a costly contractual bind forcing the U.S. Postal Service to fly mail it would rather send by truck. According to a report from the agency's Office of Inspector General, postal officials are spending more than intended because minimum volume commitments under its UPS air cargo contract prevent shifting more pieces to cheaper surface transportation. The percentage of First-Class mail traveling by air skyrocketed from two percent in October twenty twenty-four to fifty percent by March twenty twenty-five, directly contradicting the Postal Service's broader strategy to shift volume to trucking contractors and save money. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Invesco's Paul Schroeder to discuss: the Nasdaq 100, index methodology, tech fundamentals, fast entry timelines for IPOs and 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://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. Invesco Disclaimer: Not a Deposit | Not FDIC Insured | Not Guaranteed by the Bank | May Lose Value | Not Insured by any Federal Government Agency This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions. The opinions expressed are those of the speakers, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals. There are risks involved with investing in ETFs, including possible loss of money. Index-based ETFs are not actively managed. Actively managed ETFs do not necessarily seek to replicate the performance of a specified index. Both index-based and actively managed ETFs are subject to risks similar to stocks, including those related to short selling and margin maintenance. Ordinary brokerage commissions apply. The Fund's return may not match the return of the Index. The Funds are subject to certain other risks. Please see the current prospectus for more information regarding the risk associated with an investment in the Funds. ETF Shares are not individually redeemable and owners of the Shares may acquire those Shares from the Fund and tender those Shares for redemption to the Fund in Creation Unit aggregations only, typically consisting of 10,000, 20,000, 25,000, 50,000, 80,000, 100,000 or 150,000 Shares. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kevin Holt, Chief Investment Officer and Senior Portfolio Manager for Invesco's US Value Equity Team, talks about value investing in today's rapidly changing market. From AI-driven disruption and concentrated market leadership to the role of active management, Kevin shares how he evaluates opportunity, manages downside risk, and distinguishes true value from potential value traps. He also explores where he sees compelling opportunities today — including health care — and explains why a dynamic, forward-looking approach to valuation may matter more than ever. (Invesco Distributors, Inc.)
Crypto News: Bitcoin crashes down to $58,000. Rosen Law Firm is looking to launch a class action lawsuit against Michael Saylor's Strategy. Financial giant SBI Holdings agrees to buy Japanese Bitcoin exchange 'Bitbank' for $288 million.Brought to you by
The S&P 500 heads for a losing week on Wall Street as investors rotate out of key technology stocks and into more defensive areas of the market. Dominic Chu is joined on set by Invesco's Brian Levitt and Advisors Capital Management's Joanne Feeney to break down the recent tech declines and assess the state of the bull market. Meanwhile, Eamon Javers brings the latest headlines from the conflict in the Middle East while Dan Pickering gives his take on what it all means for global energy prices. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
En Capital Intereconomía, comenzamos la hora con el Radar Empresarial, repasando las noticias corporativas más destacadas que están marcando la actualidad económica y financiera de la jornada. En el Foro de la Inversión, conversamos con Paloma Torres, responsable de Ventas de ETF y Fondos Indexados para Iberia y LatAm en UBS Asset Management, y con Macarena Velasco, directora sénior de ETF para Iberia y LatAm en Invesco, para analizar las tendencias y desafíos de la industria de los ETF. Abordaremos el crecimiento de la gestión pasiva, la evolución del mercado de ETF en Europa, el auge de los productos temáticos y de renta fija, así como el papel cada vez más relevante que desempeñan las mujeres en una de las áreas con mayor crecimiento dentro de la gestión de activos. También analizaremos cómo está evolucionando el perfil del inversor y qué oportunidades ofrece actualmente este segmento del mercado. La jornada se completa con el Consultorio de Fondos de Inversión, junto a Borja Nieto, cofundador de MiCappital, que responderá a las dudas de los oyentes sobre fondos, ETF, diversificación, asignación de activos y construcción de carteras.
On episode 246 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Levitt, Chief Global Market Strategist at Invesco to discuss: whether the AI trade has become too crowded, why earnings growth still supports the market, and what investors should actually watch for signs of trouble. They also discuss small caps, rate expectations, consumer strength, the SpaceX IPO, and whether comparisons to the dot-com bubble are useful or overdone. This episode is sponsored by Fidelity Investments and ClearBridge Investments. Visit www.Fidelity.com/TraderPlus to learn more about Fidelity Investments and the all-new Fidelity Trader+, Fidelity's most powerful trading platform yet. Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. Visit https://www.clearbridge.com/ to learn more. Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews 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 Josh Brown 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. 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. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Fidelity Disclosure: Fidelity Investments and The Compound are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC. Learn more about your ad choices. Visit megaphone.fm/adchoices
Private lenders are going back to basics as debt trouble spreads, market participants tell Bloomberg News’ James Crombie in this special episode of the Credit Edge podcast. “Boring is beautiful, boring is better right now,” says Christina Lee, managing director at Oaktree Capital Management. The podcast also explores AI debt risks, software distress, how tight bond spreads can go and the state of US consumers with the following guests: Matt Brill, head of North America investment-grade credit at Invesco; Anish Shah, global head of debt capital markets at Morgan Stanley; Lotfi Karoui, multi-asset credit strategist at Pimco; Jody Lurie, Bloomberg Intelligence senior credit analyst; Na Wei, global head of leveraged finance at Barclays; Sheel Patel, head of Mayer Brown’s private credit practice in New York; Shalini Sriram, Third Point’s head of structured credit; and Scott Goodwin, co-founder of Diameter Capital Partners. Interviews were recorded June 3 at Bloomberg’s Global Credit Forum in New York. See omnystudio.com/listener for privacy information.
Hablamos con Macarena Velasco, directora sénior de ETF para Iberia y Latinoamérica de Invesco.
Is the stock market's advance in April and May “too good to be true”? We explore why market pessimism may be missing the bigger picture. Then, Head of Global Small Cap Equities Michael Oliveros joins us to discuss what he learned about artificial intelligence during a recent trip to China, and the emerging economics of space. (Invesco Distributors, Inc.)
En Capital Intereconomía, comenzamos la hora con el Radar Empresarial, repasando las noticias corporativas más destacadas que están marcando la actualidad económica y financiera de la jornada. En el Foro de la Inversión, conversamos con Paloma Torres, responsable de Ventas de ETF y Fondos Indexados para Iberia y LatAm en UBS Asset Management, y con Macarena Velasco, directora sénior de ETF para Iberia y LatAm en Invesco, para analizar las tendencias y desafíos de la industria de los ETF. Abordaremos el crecimiento de la gestión pasiva, la evolución del mercado de ETF en Europa, el auge de los productos temáticos y de renta fija, así como el papel cada vez más relevante que desempeñan las mujeres en una de las áreas con mayor crecimiento dentro de la gestión de activos. También analizaremos cómo está evolucionando el perfil del inversor y qué oportunidades ofrece actualmente este segmento del mercado. La jornada se completa con el Consultorio de Fondos de Inversión, junto a Borja Nieto, cofundador de MiCappital, que responderá a las dudas de los oyentes sobre fondos, ETF, diversificación, asignación de activos y construcción de carteras.
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Danielle Singer from Invesco and Ben Linder from LGT Capital Partners to discuss: investing in private markets, portfolio construction, illiquidity and 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://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. Not a Deposit | Not FDIC Insured | Not Guaranteed by the Bank | May Lose Value | Not Insured by any Federal Government Agency Invesco is not affiliated with Benjamin Linder or LGT Capital Partners. There may be material differences in the investment goals, liquidity needs, and investment horizons of individual and institutional investors. Investors should consult with a financial professional regarding their own situation and risk tolerance before making any investment decisions. This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions. The opinions expressed are those of the speakers, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals. Diversification does not guarantee a profit or eliminate the risk of loss. Learn more about your ad choices. Visit megaphone.fm/adchoices
Be intentional. Design Your New Life in Retirement. Our next groups start in September. The very early registration discount ends June 21st. Learn more. What if everything you've been told about retirement is quietly working against you? John Coleman has spent his career around money and purpose, which makes his message all the more striking: money is a tool, not the point. In his new book, Good Money: Six Steps to Building a Financial Life with Purpose, he rethinks personal finance around human flourishing, and one of his steps reframes retirement itself: save for freedom, not retirement. We explore why the conventional retirement script, a withdrawl into pure leisure, carries real costs to meaning, community, and health; how continued, self-directed work changes both the math and the meaning of your plan; why your worth is never your net worth; and how to design your next chapter deliberately. It's a conversation that bridges the financial and non-financial sides of retirement, looks at retirement and purpose, and gives you a fresh way to think about what comes next. John Coleman joins us from Atlanta. ________________________ Bio John Coleman is the author of Good Money: Six Steps to Building a Financial Life with Purpose and The HBR Guide to Crafting Your Purpose. He is Co-CEO of Sovereign's Capital. He has prior professional experience at McKinsey Company, Invesco, and Bridgewater Associates, among others. He's active in his community, with current or prior experience on the boards of Teneo, the Heritage Foundation, Berry College, the DeKalb County School System, the Georgia Student Finance Commission, the Georgia Charter Schools Association, and the Georgia Independent College Association. He's been recognized as a Term Member at the Council on Foreign Relations, a Presidential Leadership Scholar, and as one of both Georgia Trend's and the Atlanta Business Chronicle's “40 Under 40.” A frequent contributor to Harvard Business Review, John and his work has been featured in Forbes, the Washington Post, the New York Times, the Financial Times, and the LA Times among other publications. He's previously published Passion & Purpose and How to Argue Like Jesus. John is an MBA graduate with High Distinction from the Harvard Business School, where he was Class Day Speaker and a Dean's Award Winner for leadership and service. And he's an MPA graduate of the Harvard Kennedy School, where he was a George Fellow and a Zuckerman Fellow. John lives in Atlanta with his wife Jackie, their four young children. _______________________ For More on John Coleman Good Money: Six Steps to Building a Financial Life with Purpose _______________________ Retirement Podcast Conversations You’ll Also Love How to Flourish…in Retirement – Daniel Coyle Mattering…in Retirement – Jennifer Breheny Wallace The Good Life – Marc Schulz, PhD How to Live a Meaningful Life – Dave Evans ______________________ Wise Quotes On Retirement “In general, I'm opposed to the idea of retirement…People are made for meaning, they're made to deploy their talents in productive ways…The frame I encourage people to take is that they're saving, not so that they have enough that they can withdraw from the world, but saving so that they have the buffer to engage the world in the way that they want to at the pace that they want to.” On Money “Breaking the hold that money has on us, making sure it's a tool, not a totem, is one of the very first mindsets that people need to adopt…Money isn't intrinsically good. Money is good only in so much as you use it for things that build flourishing in your lives and the lives of others.” On Identity “Too often we fall into making our identity the things that are easiest to measure rather than things that are most important.” On Purpose “I believe purpose is a thing that's built, not found. It's crafted, it's not found.” __________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 2 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy.
Charlie Rose — CEO of Invesco Commercial Real Estate Finance Trust, head of real estate credit for Invesco, and managing director of Invesco Real Estate — offers an update on CRE private credit and what's at stake for investors. (06/2026)
Charlie Rose — CEO of Invesco Commercial Real Estate Finance Trust, head of real estate credit for Invesco, and managing director of Invesco Real Estate — offers an update on CRE private credit and what's at stake for investors. (06/2026)
Send us a TextThe share price of the biggest student accommodation provider fell 43% in 12 months - suggesting that confidence in the sector is starting to crack.But in the same period, £4.3 billion was invested into UK Purpose-Built Student Accommodation.So which number is telling the truth?Anna Clare Harper, Director at residential investment manager Pinnacle Investments (part of Hyde, one of the UK's largest Housing Associations with 125,000 homes), and John German, Head of Living Sector Investment at $2tr global investment platform Invesco, break down:Why the old playbook for making money in student accommodation no longer worksWhere demand is actually going - the headline numbers hide a lot - and which university towns to avoidHow core, core-plus and value-add investors should be positioning right nowPBSA has not broken. It has grown up. And the investors who understand the difference will be the ones who outperform the next cycle.Guest LinkedIn: https://www.linkedin.com/in/john-german-2437573b/ Host LinkedIn: https://www.linkedin.com/in/annaclareharper/
On episode 467 of Animal Spirits, Michael Batnick and Ben Carlson discuss: peak FOMO, chip stocks going nuclear, 1990s stock market flashbacks, trillion dollar IPOs, the AI trade is global, the bear case, a tale of two bull markets, bad luck in the real estate industry, South Korea's boom, movies are back and more. This episode is sponsored by: Invesco and YCharts. Visit https://www.invesco.com/ to learn more. Visit https://go.ycharts.com/animal-spirits to get 20% off your initial YCharts Professional subscription (new customers only). Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe 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. 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. 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. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
We kick off the month of June with our all-star panel – iCapital's Sonali Basak, Invesco's Brian Levitt and HSBC's Max Kettner. Plus, Box CEO Aaron Levie weighs in on the big turnaround in software stocks. And, star analyst Oliver Chen tells us what he's expecting from a big week for retail earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode of Rethink Portfolios, Danielle Singer sits down with Charlie Rose, Invesco's Global Head of Commercial Real Estate Credit, to look past the headlines and unpack what's really happening in commercial real estate. From the office market narrative to the evolving opportunity in real estate credit, they explore where risks remain, where demand is holding up, and why select areas of the market may be more resilient than many investors think. (Invesco Distributors, Inc.)
Send us Fan MailIn this Season 7 episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested battle asking which ETF you'd take with you to a desert island. Who wins the battle?ETF Battles is sponsored by DirexionDirexion Daily Leveraged & Inverse ETFs.Know the risks.Trade Boldly.Visit Direxion.com https://www.direxion.com/product/dail...Program judges Mike Akins at ETF Action, and Tony Dong, an independent ETF analyst, examine this ETF battle between QQQM, (Invesco), SCHD (Schwab) and SHM (Van Eck). Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!
In this episode of the Risk Reversal Podcast, Dan Nathan and Guy Adami discuss Friday's stock sell-off, geopolitical tensions, oil and the AI mania. Later, they sit down with Brian Hartigan, Global Head of ETFs & Index Investments at Invesco, to discuss the future of the QQQ, market concentration, passive investing, AI-driven growth, and the next wave of mega IPOs. They dive into Nvidia's dominance, the role of options in investing, why QQQ has remained a powerful long-term vehicle, and what investors should understand about market structure as AI reshapes the economy. Topics include: • QQQ and the evolution of the Nasdaq 100 • Nvidia, concentration risk & AI winners • Passive investing and market structure • The growing role of options strategies • SpaceX, OpenAI & the next generation of IPOs • Interest rates, fixed income & portfolio construction • Product innovation at Invesco Timecodes: 00:00 Intro: Markets, Trump/Xi Summit & Rising Yields 07:18 Why Bond Yields Could Pressure Stocks 12:08 Is the Consumer Actually Slowing? 16:10 AI Mania, Ford Energy & Speculative Trading 18:50 Cerebras IPO & Peak AI Speculation? 25:05 Brian Hartigan Joins the Podcast 26:35 What Brian Hartigan Does at Invesco 28:15 Inside QQQ: Concentration, Nvidia & Liquidity 30:20 Retail vs Institutional Investors in QQQ 34:05 SpaceX, OpenAI & Fast-Tracking IPOs into Indexes 39:05 Passive Investing & Why Companies Want Into QQQ 42:18 How Investors Use QQQ Options 45:15 Interest Rates, Fixed Income & Portfolio Positioning 47:05 AI, Nvidia & the Future of Market Leadership 50:45 Why QQQ Has Been a Long-Term Winner 52:45 How Invesco Builds New ETF Products 54:40 Georgetown, NCAA Sponsorships & Investor Education 56:45 Final Thoughts & Outro —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
In this episode, we unpack why strong corporate earnings — not geopolitical headlines — have continued to drive market performance. We also sit down with Invesco's Hemant Baijal to discuss the global macro backdrop, the US dollar, and where he sees opportunities across rates, foreign currencies, and emerging markets. Finally, we discuss Jerome Powell's decision to stay on as a Federal Reserve governor, oil prices, and why investors may want to rethink the stagflation narrative. (Invesco Distributors, Inc.)
On episode 241 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by returning guest Eric Balchunas to discuss: Eric's Bitcoin book research, the latest in the ETF landscape, the "hot sauce" investors are turning to, the SpaceX IPO, and much more! This episode is sponsored by Invesco and Janus Henderson Investors. Visit https://www.invesco.com/ to learn more. To learn more, visit https://www.janushenderson.com/securitizedmarkets Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews 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 Josh Brown 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. 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. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Janus Henderson Investors Disclosure: Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. Learn more about your ad choices. Visit megaphone.fm/adchoices
Send us a TextBuild-to-Rent was meant to fix Britain's housing crisis.Then everything changed:Interest rates rose.Build costs jumped.New regulations hit.And suddenly, the pipeline slowed.That's when Single-Family Housing stepped in.In just 3 years, investment grew from £544M to £3.17B.So what's really happening here?A long-term shift…or investors chasing the next shiny trend?If you're investing in UK residential, you're probably flooded with data.What's harder to find is clear thinking on what it actually means.That's what this episode is about.Anna Clare Harper, Director at residential investment manager Pinnacle Investments (part of Hyde, one the UK's largest Housing Associations with 125,000 homes) stand John German, Head of Living Sector Investment at $2tr global investment platform, Invesco, break down:– What BTR and SFH really look like today– Where the money is going (and why)– How regulation is quietly reshaping the marketAnd most importantly:Where to play, what to avoid, and what's working right now.If this is useful, share it with someone thinking about UK living sector investment.And if there's a topic you want us to cover next, send it through via the show notes.Guest LinkedIn: https://www.linkedin.com/in/john-german-2437573b/Host LinkedIn: https://www.linkedin.com/in/annaclareharper/
Ron Kantowitz, Managing Director and Head of Private Debt for Invesco's Global Private Credit Group, joins the InsuranceAUM.com Podcast to examine the growing gap between headlines and reality in direct lending. As concerns around AI disruption, software exposure, and liquidity pressures dominate the narrative, Ron explains why many of these issues are being misinterpreted and why the broader private credit market remains fundamentally sound. He shares how his team has approached risk differently, avoiding highly leveraged sectors like software due to structural concerns rather than market timing, and instead focusing on businesses with durable, non-discretionary demand. The discussion also dives into portfolio construction, the importance of sponsor-backed lending, and how private equity dynamics are evolving in a more uncertain environment. Ron also outlines what institutional investors should be looking for when evaluating managers, from hidden risk indicators like “bad PIK” to diversification, leverage trends, and underwriting discipline. In a market shaped by volatility and shifting sentiment, this episode offers a clear framework for identifying real risk and opportunity in private credit.
Brian Levitt shares his quick take on the results of today's Federal Reserve (Fed) meeting, his expectations for incoming Fed Chair nominee Kevin Warsh, and his assessment of Jerome Powell's time at the helm of the Fed. (Invesco Distributors, Inc.)
In the inaugural episode of Rethink Portfolios, host Danielle Singer sits down with Mark Paris, Chief Investment Officer and Head of Municipals at Invesco, for a timely, in-depth conversation on the municipal bond market - why it matter, how it works, and what investors may be missing right now. Mark breaks down munis in practical, everyday terms, explains why today's higher-rate environment has made tax-exempt income compelling again, and addresses common misperceptions around risk, liquidity, and who municipal bonds are really for. From credit fundamentals and supply-and-demand technicals, to headline risks and sector opportunities, we discuss why "boring" municipal bonds may be anything but in today's market. (Invesco Distributors, Inc.)
On episode 238 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dr. Ankur Crawford to discuss: the strongest names in AI, the future of the Mag 7, the semiconductor market, the case for Amazon, and much more! This episode is sponsored by Invesco and Janus Henderson Investors. To learn more, visit https://www.invesco.com/us/en/solutions/invesco-etfs/income-advantage.html?audienceRole=FinancialProfessional Learn more at https://www.janushenderson.com/ Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews 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 Josh Brown 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. 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. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Why is Wall Street betting on crypto? On this episode of CoinDesk's Public Keys from the New York Stock Exchange, Jennifer Sanasie is joined by 250 Digital Asset Management CEO Chris Perkins to discuss his firm's acquisition by Franklin Templeton. Superstate CEO Robert Leshner and Invesco's Kathleen Wrynn break down their partnership, with Invesco becoming the investment manager of Superstate's Short Duration US Government Securities Fund (USTB). Plus, NYSE Senior Market Strategist Michael Reinking unpacks the macro environment. - Timecodes: 00:00 Welcome to Public Keys 00:32 Bitcoin Miners Pivot to AI 02:09 Franklin Templeton Expands Crypto Push with Franklin Crypto 03:00 Institutional Moment Explained 06:23 Bitcoin Psychology and Volatility 10:12 Invesco Partners with Superstate, Now Managing $900M US Treasury Fund 12:53 DeFi Utility and Collateral 14:02 Investor Appetite for 24/7 Products 15:12 Is Blockchain Tech Ready for Trillions? 17:56 BTC ETFs Snap 4-Month Outflow Streak 20:38 Macro Outlook For Week Ahead 27:22 Bitcoin to $10K? Mike McGlone's Bearish Call Has a Catch - This episode was hosted by Jennifer Sanasie.
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Invesco's Stephanie Larosiliere to discuss: how to diversify your bonds, AI's impact on the economy, hedging higher inflation and 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://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
On episode 457 of Animal Spirits, Michael Batnick and Ben Carlson discuss: how markets are controlling the war, the cost of higher energy prices, why the stock market isn't falling more, why the Fed shouldn't raise rates, the Forrest Gump market, why gold is down 20%, the not-so-K-shaped economy, AI is making us work more, accidental landlords, how to create a good business and more. This episode is sponsored by Invesco and Janus Henderson Investors. Learn more at https://www.invesco.com Learn more at https://www.janushenderson.com/ Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe 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. 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. 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. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Paul Schroeder from Invesco to discuss: the Invesco NASDAQ Next Gen 100 ETF, the broadening out of market leadership this year, where investor flows are going and 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://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
© 2020-2026 Ivy Podcast Discovery LLC
