Greater Possibilities

15 Episodes
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By: Invesco

Investing is all about possibilities. In this podcast, we sit down with portfolio managers, market strategists, economists, and political experts for candid conversations about the greater possibilities they see ahead. Gain more perspectives from host Brian Levitt at invesco.com/BrianLevitt, and follow him on LinkedIn and Twitter. [Invesco Distributors, Inc.]

The fiscal deficit, international SMID, and the case for optimism
06/25/2025

International equity managers are in vogue again, so we visited with Portfolio Manager David Nadel about the case for international small- and mid-cap (SMID) stocks. In other news, we ponder how many burgers the One Big Beautiful Bill could buy. And we dive into Brian Levitt’s “pessimism aversion” and why he prefers to stay optimistic about the big trends that promise to impact the future. (Invesco Distributors, Inc.)


A tariff pause, US exceptionalism, and insights into China
05/16/2025

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


Trade deficits, the dollar, and diversification
05/06/2025

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


The twists and turns of tariff policy
04/14/2025

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


Discussing the correction in US stocks
03/21/2025

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


What could tariffs mean for markets?
02/27/2025

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


Markets grapple with the DeepSeek news
01/30/2025

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


Bond opportunities in a resilient US economy
11/05/2024

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


Taxes, tariffs and more: The issues that matter most to voters
10/22/2024

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


Does the Great Rotation have legs?
09/10/2024

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


Fueling the future
08/16/2024

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


The Fed, the job market, and the rising risk of recession
08/06/2024

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.)


What’s the right reaction to an economic contraction?
07/31/2024

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.)


Markets at midyear
06/20/2024

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


How does bitcoin fit in a portfolio?
05/23/2024

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