Greater Possibilities
de Invesco
Dernier épisode
Rethink Now: What could the midterm results mean for markets?
Rethink Now: What could the midterm results mean for markets?
À propos de ce podcast
Greater Possibilities is for financial professionals and curious investors who want clearer thinking and sharper insights in a complex world. Our three distinct series cut through the noise to explore what’s changing, why it matters, and how to respond with confidence.
Rethink Markets. Explore what’s driving markets — and what may be misunderstood — with monthly insights from Chief Global Market Strategist Brian Levitt. Expect context, nuance, and ideas that challenge conventional wisdom.
Rethink Portfolios. Go inside the decision-making process of portfolio managers. Each month, these in-depth conversations explore how risks are managed and opportunities are identified across asset classes and market cycles.
Rethink Now. When breaking headlines are shaking markets, these short, sharp episodes help you make sense of what’s happening right now — and what it could mean next.
Brought to you by Invesco Distributors, Inc.
Épisodes
- Rethink Now: What could the midterm results mean for markets? · 11 minThe voters have spoken. Brian Levitt discusses what message they sent, why the conventional wisdom about governments and market performance doesn’t always hold true, and what…
- Rethink Portfolios: Senior loans with Scott Baskind · 38 minWhy are investors taking a fresh look at senior loans? Brian Levitt sits down with Scott Baskind, Head of Global Private Credit at Invesco, to explore how floating rates…
- AI: The surge, the spending spree … and a slowdown? · 37 minAI investment is booming — so when will companies fully realize a return on their invested capital? We explore this and other questions about the rise of AI agents and the market…
- Rethink Portfolios: Investment grade bonds with Matt Brill · 32 minFrom 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…
- Rethink Markets: Oil prices, perma-bears, and the so-called “earnings bubble” · 21 minOil 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…
- Rethink Portfolios: Midstream energy with Brian Watson · 29 minThink 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…
- Rethink Markets: Midterms, youth unemployment, and the next phase of the AI trade · 28 minHow 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…
- Rethink Portfolios: US value stocks with Kevin Holt · 30 minKevin 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…
- Rethink Markets: Chinese AI, small caps, and the space economy · 35 minIs 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…
- Rethink Portfolios: Commercial real estate with Charlie Rose · 36 minIn 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…
- Rethink Markets: Strong corporate earnings beat the market’s expectations · 25 minIn 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…
- Rethink Now: A new era for the Federal Reserve · 7 minBrian 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…
- Rethink Portfolios: Municipal bonds with Mark Paris · 30 minIn 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…
- Rethink Markets: The war with Iran, market indicators, and the realities of private credit · 26 minWhat is the market telling us about the conflict in the Middle East? Brian Levitt discusses what he’s seeing from his preferred indicators of distress. Then, we talk with Head of…
- The Middle East conflict, oil prices, and market reactions · 21 minMarket returns have historically been positive a year after many military conflicts. But there have been a few exceptions. What did those events have in common, and what might…
- A software-driven selloff, an incoming Fed chair, and economic resilience · 30 minWe discuss the drivers and implications of the early-February market selloff with guest Justin Livengood, who believes “a broader market is a healthier market.” And Brian Levitt…
- Discussing the future of AI with Zack Kass · 34 minIn this special episode, we welcome Zack Kass, one of the world’s leading artificial intelligence (AI) futurists, to discuss hype, hope, and the human experience in the age of…
- Santa rallies, recovery regimes, and a K-Pop economy · 21 minIt’s the most wonderful time of the year, when asset managers release their prognostications for the next 12 months, and investors hope that a Santa rally delivers a…
- The AI “bubble,” commercial real estate, and extraordinary monetary policy · 34 minAs talk of an “AI bubble” hits the headlines, we discuss key differences between today’s artificial intelligence spending and the tech bubble of the late 1990s. We also talk to…
- The government shutdown, gold prices, and the state of the economy · 26 minThe government shutdown may or may not be over by the time this hits the airwaves, but the negotiations process on appropriations bills promises to last for several weeks. Global…
