What are the top things we learned from our guests in 2022, and what are we planning to talk about in 2023? We take 15 minutes to hit the highlights of what we remember most from a challenging year, and to preview what’s in store. (Invesco Distributors, Inc.)

From: Invesco

Hosts: Brian Levitt and Jodi Phillips

Recorded December 20, 2022

Equity strategist Talley Léger follows eight indicators that help him gauge whether US stocks have hit bottom. What are they telling him now? In short, he believes this contraction may be shorter and shallower than some fear. (Invesco Distributors, Inc.)

From: Invesco

Hosts: Brian Levitt and Jodi Phillips

Guest: Talley Léger

Recorded on Nov. 22, 2022

As the nation heads to the polls, Head of Global Public Policy Andy Blocker talks about the issues that are energizing voters today. Plus, we discuss key pieces of legislation recently passed by the current Congress, and what’s behind this summer’s “outbreak of bipartisanship.” (Invesco Distributors, Inc.)

From: Invesco

Hosts: Brian Levitt and Jodi Phillips

Guest: Andy Blocker

Recorded on Oct. 6, 2022

The Federal Reserve appears to be setting forward-looking monetary policy based on backward-looking inflation indicators. So what does that mean for the direction of the economy? Rob Waldner joins the podcast to talk about how far the Fed may go to get inflation to its target, and what this could mean for fixed income investors. (Invesco Distributors, Inc.)

From: Invesco

Hosts: Brian Levitt and Jodi Phillips

Guest: Rob Waldner

Recorded: Oct. 4, 2022

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: Invesco

Hosts: Brian Levitt and Jodi Phillips

Guest: Alessio de Longis

Recorded: August 12, 2022

The high yield bond market has been referred to as the “canary in the coal mine” for the economy. So what’s it telling us about the prospects for recession? Niklas Nordenfelt, Head of High Yield, joins the podcast to discuss this and much more. Find out the economic data points he’s watching most closely, how he’s positioning for volatility, and why he believes the high yield asset class is about as healthy as he’s ever seen it. [Invesco Distributors, Inc.]

A lot has happened since we issued our 2022 investment outlook. To mark the midpoint, we stop to briefly assess how much the world has changed over the past six months and, more importantly, what we expect for markets and the economy for the rest of the year. [Invesco Distributors, Inc.]

From: Invesco

Hosts: Brian Levitt and Jodi Phillips

Guests: Kristina Hooper and Alessio de Longis

Recorded: May 31, 2022

Once upon a time, master limited partnerships were a “sleepy” part of the market. Today, they’re in the spotlight thanks to a variety of factors: From their potential to help hedge against inflation, to the geopolitical conflicts that are redrawing the map of energy imports and exports around the world. Senior Portfolio Manager Brian Watson walks us through the case for MLPs today. [Invesco Distributors, Inc.]

From: Invesco

Hosts: Brian Levitt and Jodi Phillips

Guest: Brian Watson

Recorded: May 4, 2022

So says Meral Karasulu, Director of Fixed Income Research for Invesco. Meral joins the podcast to talk about Russia-Ukraine, China’s zero-COVID policy, the path for the Federal Reserve, the case for emerging markets today, and much more. [Invesco Distributors, Inc.]

2022 got off to a rough start for the municipal bond market as the anticipation of rising interest rates led to outflows from the asset class. Is this an overreaction? Mark Paris, Head of Municipals, and Stephanie Larosiliere, Head of Municipal Business Strategies and Development, join the podcast to discuss the fundamentals of the muni market, their approach to finding value in the marketplace, and the parts of the market that look most attractive to them right now. [Invesco Distributors, Inc.]

From: Invesco

Hosts: Brian Levitt and Jodi Phillips

Guests: Mark Paris and Stephanie Larosiliere

Recorded Feb. 11, 2022