Greater Possibilities

Hours before lawmakers agreed to a short-term increase of the debt ceiling, we talked with Andy Blocker, Invesco’s Head of US Government Affairs, about three key issues investors are watching closely. 1. What’s driving the debt ceiling drama? (Which will rear its head again in about two months.) 2. What will be the final tally on President Biden’s Build Back Better plan? 3. Which tax revisions have the best shot at getting passed to pay for it? (Invesco Distributors, Inc.)

What is Evergrande and why have its debt problems rattled global markets? We talk with David Chao, Global Market Strategist for Asia Pacific, about what US investors need to know about this issue.

From: Invesco

Host: Brian Levitt

Guest: David Chao

Recorded: September 20, 2021

What a difference one year has made for commodities. As the sector rebounds from COVID pressures, where do oil, copper, precious metals, and agriculture go from here? Is the recent boom merely a trade resulting from momentary supply/demand imbalances, or could we be seeing the start of the next commodity supercycle? And which commodities could be best positioned for the next decades as the world and corporate boards make their pushes toward net zero carbon emissions? Two experts from our ETF group join the podcast to share their outlooks: Jason Bloom, Head of Fixed Income and Alternatives Product Strategy, and Kathy Kriskey, Commodities and Alternatives Strategist.

China recently unsettled the market with its surprise move to turn for-profit education companies into non-profit entities. But the country’s move toward tighter regulations has been going on for some time. Global Market Strategist Arnab Das joins the podcast to help us think through the implications: Are these developments ominous, or are they creating opportunities to invest in Chinese stocks? As a bonus, we also discuss the potential for Federal Reserve tapering. When is that coming? And what's the bond market telling us about the state of the economy? [Invesco Distributors, Inc.]

We’re in the dog days of summer, which means it’s time once again to issue our mid-year outlook. But this year, it feels like there’s an added sense of urgency. The first half of the year was a remarkable time for markets and the economy — but as we turn the corner toward the second half and beyond, investors are increasingly concerned about the potential for inflation and a Wall Street bubble. To help us sort through all this are Kristina Hooper and Alessio de Longis, who return to the podcast to discuss where we are in the cycle, the direction of the economy and monetary policy, and the implications for asset classes. We’ll explore their base case — economic expansion and temporary inflation — as well as the risks that could arise along the way. [Invesco Distributors, Inc.]

As politicians debate the details of Biden’s infrastructure proposal, we take a step back to assess the landscape for this asset class. How much money is needed to upgrade our nation’s infrastructure? How does the US’s approach to paying for infrastructure compare to the rest of the world? And how does infrastructure impact the ongoing concerns about inflation? We discuss this and much more (5G, ESG …) with Darin Turner, long-time infrastructure investor and Co-CIO of Invesco Listed Real Assets. [Invesco Distributors, Inc.]

There’s no shortage of worry among investors today: Is the economy overheating? Will inflation persist? Will the Federal Reserve prematurely tighten? But equity market strategist Talley Léger has been combing through decades of data, and he believes the best is yet to come for US stocks. Listen in to find out why. [Invesco Distributors, Inc.]

It’s time to talk politics again! Andy Blocker returns to the podcast to assess Biden’s first 100 days in office and discuss what lies ahead. Listen in as we share our opinions on the direction of taxes, the feasibility of an infrastructure package, and which issues could see bipartisan support. [Invesco Distributors, Inc.]

If value stocks haven’t been on your radar screen in a while, you’re certainly not alone. After all, growth has been in favor for years. But late last year, value began to outperform growth as more economies started re-opening after COVID-related lockdowns. Does this comeback have room to run? We talk with Kevin Holt, Invesco’s Chief Investment Officer of US Value Equities, about the environment for value and his outlook going forward. [Invesco Distributors, Inc.]

In Part 2 of our conversation with Justin Leverenz, we expand the emerging markets discussion beyond China. We explore the economic “scar tissue” that COVID-19 created in Latin America, and the “demographic dividend” that he says may power India’s future economic growth. (Invesco Distributors, Inc.)