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Concerns that the Federal Reserve has waited too long to cut interest rates, along with a worse-than-expected unemployment report, sparked fears of a US recession and contributed to a global market sell-off. Alessio de Longis revisits the podcast to discuss this developing situation. (Invesco Distributors, Inc.)
The US economy is technically in a contraction — but there is no imminent risk of recession. That's the view from Alessio de Longis and his framework of economic indicators. What has led Alessio to this conclusion, and how might investors think about positioning their portfolios in this environment? (Invesco Distributors, Inc.)
Will inflation come under control before the economy deteriorates? When will central banks start cutting rates? And what happened to the much-anticipated US recession that was expected in 2023? Kristina Hooper and Alessio de Longis join the podcast to answer these questions and many more. (Invesco Distributors, Inc.)
The first half of the year brought us rate hikes, bank failures, and a debt ceiling scare — and yet the global economy has remained remarkably resilient. Kristina Hooper and Alessio de Longis talk about “recession obsession,” the path ahead for interest rates, and their views of equities, fixed income and real estate. (Invesco Distributors, Inc.)
Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says the markets may need to price in more cuts from the Fed. Alessio de Longis, Invesco Senior Portfolio Manager and Head of GTAA Solutions, says the Fed is looking at "marginal increases" going forward, whereas the ECB, BOE "have more to go." John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, says the Fed's credibility is still on the line. Sen. Mark Warner, (D) Virginia, previews the TikTok hearing by the House of Representatives' Energy and Commerce Committee. See omnystudio.com/listener for privacy information.
Kristina Hooper and Alessio de Longis join the podcast to discuss what they anticipate for the year ahead, including moderating inflation, “convincing signs” of a potential economic rebound, and a “golden opportunity” to rebuild income. (Invesco Distributors, Inc.)From: InvescoHosts: Brian Levitt and Jodi PhillipsGuests: Kristina Hooper and Alessio de LongisRecorded on January 13, 2023
Just two years after entering a recovery regime, the Invesco Investment Solutions macro framework has entered the contraction stage. But what does that really mean for investors? Alessio de Longis returns to the podcast to discuss what his model is telling us and what it could mean for portfolio positioning. (Invesco Distributors, Inc.)From: InvescoHosts: Brian Levitt and Jodi PhillipsGuest: Alessio de LongisRecorded: August 12, 2022
2021 was a rough year in many aspects — but in terms of the economy, it was a boom year. Will the same be true in 2022? We talk with Kristina Hooper and Alessio de Longis about the road ahead. Where do we go now? Do we see any signs of the cycle ending? Do we see signs of the economy turning over? [Invesco Distributors, Inc.]From: Invesco Hosts: Brian Levitt and Jodi Phillips Guests: Kristina Hooper and Alessio de Longis
En una semana marcada por la sobajeada de lomo entre el Kks y los Bad Boys vemos como ambas campañas van derecho al despeñadero centrista con tal de amañar la suficiente cantidad de votos para 2da vuelta. En este capítulo contamos con la participación de Italo Polizzi, autor intelectual del nombre de este podcast en reemplazo de Lalo Contreras y en la música nos acompaña Esteban Arévalo para deleitarnos con su música. (Capítulo editado por Alan Smithee)
In this EM Lens & Look-Through edition, Alessio de Longis, Senior Portfolio Manager and Head of Global Tactical Asset Allocation for Invesco, joins Damian Sassower of Bloomberg Intelligence to discuss the smart-beta revolution, as factor-based investment expands from equities to fixed income and foreign exchange. De Longis shares his views on factor-based investment performance across different beta regimes, and highlights the growing importance of emerging market risk premia. The two focus on the importance of active management, portfolio diversification, market liquidity and tail risk when taking a factor-based approach to investment.
Le chef de piste est notre invité cette semaine ! Il reprend du service la semaine prochaine au CSI de Royan et nous explique comment il garde la main en cette période toute particulière pour les organisateurs de concours !
Episode 76: Vestigial Organs (Palmaris longis, etc.): Where Does it Go? | A podcast about life cycles of all kinds of things, and where stuff goes | Let's talk about the palmaris longis, a leftover tendon from our ape ancestors! With fine detours into appendixes, pinkie toes, the AIDS epidemic, magic, miracles, and more! https://wheredoesitpodcast.com/listen https://www.patreon.com/wheredoesit Apple / Google / Spotify / Stitcher / Anchor / Soundcloud Twitter: twitter.com/wheredoesitpod1 Instagram: www.instagram.com/wheredoesitpodcast/?hl=en email: wheredoesitpodcast@gmail.com
https://premium.badtaste.it ➡ Sostieni BadTaste.it: diventa nostro sottoscrittore e ottieni la tua t-shirt esclusiva disegnata da Mirka Andolfo! In occasione del #Baotiful Day abbiamo chiesto a #MatteoDeLongis di parlarci dei suoi progetti per il 2020 con BAO Publishing e di dirci quanto è importante per lei la casa editrice che compie 10 anni.
David Page, AXA Investment Managers Senior Economist U.S. & U.K., says that we are close to a tipping point in the labor market. Timothy Graf, State Street Bank Head of EMEA Macro Strategy, says the Fed is more dovish than what markets anticipate. Alessio de Longis, Invesco Investment Solutions Senior Portfolio Manager, says emerging market growth is what will lead us into a rotation trade. Meredith Sumpter, Eurasia Group Head of Research Strategy, says China is working to ease current tensions but is not interested in pursuing the kind of structural reforms that Trump and Washington say are necessary. And Diane Swonk, Grant Thornton Chief Economist, says we don't have the tools we once had to stimulate the economy. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
David Page, AXA Investment Managers Senior Economist U.S. & U.K., says that we are close to a tipping point in the labor market. Timothy Graf, State Street Bank Head of EMEA Macro Strategy, says the Fed is more dovish than what markets anticipate. Alessio de Longis, Invesco Investment Solutions Senior Portfolio Manager, says emerging market growth is what will lead us into a rotation trade. Meredith Sumpter, Eurasia Group Head of Research Strategy, says China is working to ease current tensions but is not interested in pursuing the kind of structural reforms that Trump and Washington say are necessary. And Diane Swonk, Grant Thornton Chief Economist, says we don't have the tools we once had to stimulate the economy.
Spreaker Live Show #177 for Jan 23th, 2019Show Duration: 50 minutes- Host: Rob Greenlee, VP of Podcaster Relations of Voxnest that operates Spreaker. I am a 14+ year podcaster that started out on the radio. This is the official podcast of Spreaker platform. @robgreenlee - rob(at)voxnest(dotcom)- Co-Host: Alex Exum, Host of "Live Talk" and “The Exum Experience Podcast” on Spreaker- We stream LIVE every Weds at 3pm PST / 6pm EST from SpreakerLiveShow.com-You can now get the show on Google Podcasts App on Android- You can hear this show on Amazon Echo Smart Speakers now via the New Spreaker Skill- If you want to send me an audio promo for your show, I would be happy to play it on the show. - Just create an MP3 and give me a brief description of your show in an email to me at rob@spreaker.com- Spreaker Blog Topics: http://Blog.Spreaker.com Show Today: - Podcon2 Recap- How to "Launch" your podcast?- How important is a Podcast Name? - Is shorter shows better? - Is it more important to be creative or descriptive? - Listener Comments & QuestionsOn the show today:How to "Launch" your podcast?- Plan Content- Quality Mic and Recording- Get Podcast Host- Then determine First full episode launch date- Then Create Promo/Preview Episode - Publish it- Then Submit to ALL Distribution Platforms- Then Promote the Launch on Social/Website/Media- Launch with your first episode on Launch dayHow important is Podcast Name?- Short is Idea and catchy that communicates theme that is not too long- Descriptive to what the show is aboutIs shorter shows better?- As long as it needs to be- As long as it is interesting and entertaining - not boring- Generally 30-50 minutes longIs it more important to be creative or descriptive?- Ideally balance of both is good, depending on the content- Personality is key, like discussed recently on the show- Clarity of information and message tends to be more descriptive- Creative takes listeners on a ride of imaginationhttp://PodfestExpo.com in Orlando is Coming in March, 2019 Listener Comments:Jason RigdenThanks for mentioning the Seattle Podcasters Guild! What makes a "podcast city" is the community of podcasters. A strong local ecosystem makes for strong shows. It is just like in music. Cities with strong interconnected music communities produce exceptional bands. I think the same thing will work for podcasting. We just need to start building those communities and that is exactly what the guild is trying to do. The DMVShowHey guys! I actually started my podcast doing live shows roughly 2 yrs ago. It is definitely challenging being the host, producer, sound engineer and all in between. I never edited anything.. I love doing it live unfortunately, I ran out of material. But i am planning a reboost to the show....fine tune....thxs for all the adviseSpreaker/Voxnest Links:https://Voxnest.comhttp://blog.spreaker.comhttp://SpreakerLiveShow.comhttps://Spreaker.comEmail: rob at voxnest.comSend Questions and Comments to:Twitter: http://twitter.com/spreaker using #SpreakerLiveTwitter: http://twitter.com/VoxNestTwitter: http://twitter.com/robgreenleeTwitter: http://twitter.com/alexeum Tech Support: support at spreaker.com
Spreaker Live Show #177 for Jan 23th, 2019Show Duration: 50 minutes- Host: Rob Greenlee, VP of Podcaster Relations of Voxnest that operates Spreaker. I am a 14+ year podcaster that started out on the radio. This is the official podcast of Spreaker platform. @robgreenlee - rob(at)voxnest(dotcom)- Co-Host: Alex Exum, Host of "Live Talk" and “The Exum Experience Podcast” on Spreaker- We stream LIVE every Weds at 3pm PST / 6pm EST from SpreakerLiveShow.com-You can now get the show on Google Podcasts App on Android- You can hear this show on Amazon Echo Smart Speakers now via the New Spreaker Skill- If you want to send me an audio promo for your show, I would be happy to play it on the show. - Just create an MP3 and give me a brief description of your show in an email to me at rob@spreaker.com- Spreaker Blog Topics: http://Blog.Spreaker.com Show Today: - Podcon2 Recap- How to "Launch" your podcast?- How important is a Podcast Name? - Is shorter shows better? - Is it more important to be creative or descriptive? - Listener Comments & QuestionsOn the show today:How to "Launch" your podcast?- Plan Content- Quality Mic and Recording- Get Podcast Host- Then determine First full episode launch date- Then Create Promo/Preview Episode - Publish it- Then Submit to ALL Distribution Platforms- Then Promote the Launch on Social/Website/Media- Launch with your first episode on Launch dayHow important is Podcast Name?- Short is Idea and catchy that communicates theme that is not too long- Descriptive to what the show is aboutIs shorter shows better?- As long as it needs to be- As long as it is interesting and entertaining - not boring- Generally 30-50 minutes longIs it more important to be creative or descriptive?- Ideally balance of both is good, depending on the content- Personality is key, like discussed recently on the show- Clarity of information and message tends to be more descriptive- Creative takes listeners on a ride of imaginationhttp://PodfestExpo.com in Orlando is Coming in March, 2019 Listener Comments:Jason RigdenThanks for mentioning the Seattle Podcasters Guild! What makes a "podcast city" is the community of podcasters. A strong local ecosystem makes for strong shows. It is just like in music. Cities with strong interconnected music communities produce exceptional bands. I think the same thing will work for podcasting. We just need to start building those communities and that is exactly what the guild is trying to do. The DMVShowHey guys! I actually started my podcast doing live shows roughly 2 yrs ago. It is definitely challenging being the host, producer, sound engineer and all in between. I never edited anything.. I love doing it live unfortunately, I ran out of material. But i am planning a reboost to the show....fine tune....thxs for all the adviseSpreaker/Voxnest Links:https://Voxnest.comhttp://blog.spreaker.comhttp://SpreakerLiveShow.comhttps://Spreaker.comEmail: rob at voxnest.comSend Questions and Comments to:Twitter: http://twitter.com/spreaker using #SpreakerLiveTwitter: http://twitter.com/VoxNestTwitter: http://twitter.com/robgreenleeTwitter: http://twitter.com/alexeum Tech Support: support at spreaker.com
To close our series with Sam, let's talk about the joys of coming full circle in the business cycle. We ask Sam about his post-sale reflections and what retirement life is like for him.
To close our series with Sam, let's talk about the joys of coming full circle in the business cycle. We ask Sam about his post-sale reflections and what retirement life is like for him.
In this episode, Sam talks about some of the fundamentals that we hear again and again and again. The importance of looking at your business from a buyer's perspective and the importance of selling the business at the right time when it's got strong value and still has value to give into the future.
In this episode, Sam talks about some of the fundamentals that we hear again and again and again. The importance of looking at your business from a buyer's perspective and the importance of selling the business at the right time when it's got strong value and still has value to give into the future.
Today we have the first of a 3 part series, where we dissect the growth and sale of an IT consulting business. In this episode, we talk in depth with Sam De Longis, the man who built this business from the ground up, from a start up 2 decades ago, to a company with more than 300 staff - which eventually sold to a listed entity.
Today we have the first of a 3 part series, where we dissect the growth and sale of an IT consulting business. In this episode, we talk in depth with Sam De Longis, the man who built this business from the ground up, from a start up 2 decades ago, to a company with more than 300 staff - which eventually sold to a listed entity.
John Silvia, Wells Fargo Chief Economist, says the European economic strength has been surprising but it will simmer down. James Stavridis, Tufts Fletcher School Dean, says President Trump must up his game to resolve North Korea diplomatically. Alessio de Longis, Oppenheimerfunds Portfolio Manager, says the Fed is hiking at a much more gradual pace than we've seen historically. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
John Silvia, Wells Fargo Chief Economist, says the European economic strength has been surprising but it will simmer down. James Stavridis, Tufts Fletcher School Dean, says President Trump must up his game to resolve North Korea diplomatically. Alessio de Longis, Oppenheimerfunds Portfolio Manager, says the Fed is hiking at a much more gradual pace than we've seen historically.
Edmund Phelps, winner of the 2006 Nobel Memorial Prize in Economic Sciences, says innovation is making workers more effective, but what they are producing is less valuable and that's why wages are falling. Alessio de Longis, portfolio manager at OppenheimerFunds, says he expects a modest bounce in emerging market growth. Stan Collender, executive vice president of Qorvis MSLGROUP, says the uncertainty coming out of Washington means there will be more talk of a government shutdown. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Edmund Phelps, winner of the 2006 Nobel Memorial Prize in Economic Sciences, says innovation is making workers more effective, but what they are producing is less valuable and that's why wages are falling. Alessio de Longis, portfolio manager at OppenheimerFunds, says he expects a modest bounce in emerging market growth. Stan Collender, executive vice president of Qorvis MSLGROUP, says the uncertainty coming out of Washington means there will be more talk of a government shutdown.