From HAL to the Terminator, pop culture has given us plenty of doomsday scenarios around artificial intelligence, or AI. But what’s the real story? Ashley Oerth joins the podcast to talk about what AI is (a tool that can help knowledge workers be more productive) and what it isn’t (the end of humanity, thankfully). And she discusses three categories of companies that may benefit from the AI craze: enablers, adopters and responders. [Invesco Distributors, Inc.]

In a special episode of the podcast, Justin Leverenz of our Emerging Markets Equity Team talks with Joey Wat, CEO of Yum China, about the spectacular rise of the Chinese consumer, the formulas for anticipating and meeting the needs of Chinese customers, and much 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.)

As the X-date looms, we talk to Invesco’s Head of US Government Affairs Jen Flitton about the debt ceiling debate: How did we get here, what comes next, and why has this process become so difficult? (Invesco Distributors, Inc.) 

From: Invesco. Hosts: Brian Levitt and Jodi Phillips. Guest: Jen Flitton. Recorded on May 18, 2023.

After the recent issues at regional banks, concerns about commercial real estate have grown. Is this market “the next shoe to drop”? The headwinds have been well-publicized, but challenges create opportunities. Invesco Real Estate’s Bert Crouch joined the podcast to discuss the shorter-term and longer-term opportunities he sees in the market. (Invesco Distributors, Inc.)

From: Invesco. 

Hosts: Brian Levitt and Jodi Phillips. 

Guest: Bert Crouch. 

Recorded April 18, 2023.

Senior Portfolio Manager Justin Livengood discusses the state of the bank industry, the reaction from regulators, the economic implications, and the potential response from the Federal Reserve. (Invesco Distributors, Inc.)

Host: Brian Levitt. Guest: Justin Livengood. Recorded on March 14, 2023.

Matt Brill joins the podcast to discuss why he believes the Federal Reserve can engineer a soft landing for the economy, where he sees opportunities in corporate bonds, and what investors should consider when positioning their fixed income portfolios in 2023. (Invesco Distributors, Inc.)
From: Invesco
Hosts: Brian Levitt and Jodi Phillips
Guest: Matt Brill
Recorded on Feb. 1, 2023

In a world where pandemics, wars, and politics cause seemingly constant market disruption, what’s the point of having a long-term view? We’re joined by Henning Stein, Global Head of Thought Leadership and Market Strategy, to talk about how to contextualize shorter-term events without losing sight of the bigger picture. (Invesco Distributors, Inc.)
From: Invesco
Hosts: Brian Levitt and Jodi Phillips
Guest: Henning Stein
Recorded on January 24, 2023

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: Invesco

Hosts: Brian Levitt and Jodi Phillips

Guests: Kristina Hooper and Alessio de Longis

Recorded on January 13, 2023