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

As Russian military operations began in Ukraine, we spoke with Paul Jackson about the immediate market reaction and his thoughts on asset allocation in this environment. Paul is Invesco’s Global Head of Asset Allocation Research. [Invesco Distributors, Inc.]

The Federal Reserve’s hawkish turn has sparked a tumultuous time for stocks. Are we witnessing a traditional tightening cycle, as we’ve seen in years past? Or is this time different? Brian Levitt talks about what’s keeping him up at night and where he’s seeing some good news. [Invesco Distributors, Inc.]

2021 was a rough year in many aspects — but in terms of the economy, it was a boom year. Will the same be true in 2022? We talk with Kristina Hooper and Alessio de Longis about the road ahead. Where do we go now? Do we see any signs of the cycle ending? Do we see signs of the economy turning over? [Invesco Distributors, Inc.]