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.)

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.)

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.)

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.)

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.)

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.)

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.)

In Part 2 of our recent conversation with Justin Livengood, we discuss the impact of artificial intelligence on wide variety of industries, why some of his favorite companies are industrials, and when we might see a lessening of market concentration. (Invesco Distributors, Inc.)

A year after the collapse of Silicon Valley Bank (SVB), Justin Livengood returns to the podcast to talk about more recent concerns about US regional banks and important differences between the situation now and one year ago. (Invesco Distributors, Inc.)