Greater Possibilities

In a relatively slow-growth world, China may be the dominant economic growth engine for the next half century or more. So says Justin Leverenz, Chief Investment Officer of Developing Markets Equities at Invesco. In this episode — the first of two parts — Justin explains why he’s bullish on emerging markets in general and China in particular. (Invesco Distributors, Inc.)

Of all the indicators that investors use to predict the direction of the economy, some say the bond market gets it right more often than most. So what's the bond market been telling us lately? We’re joined by Matt Brill, Head of North American Investment Grade for Invesco Fixed Income, who talks about his expectations for inflation, his view of the 10-year Treasury rate, and his quest to boost yield without taking on too much risk. [Invesco Distributors, Inc.]

For Randy Dishmon, investing is about ideas — not market cycles. In this episode, he discusses the first principles that guide his thinking, the structural changes that inspire his portfolio ideas, and the critical questions he asks before deciding to invest in a company. [Invesco Distributors, Inc.]

Investors have a lot of questions about what to expect during the Biden administration. How much more fiscal support is in store, and how sustainable is this spending? Are tax rates going up? Will certain segments of the economy become more highly regulated? Co-hosts Brian Levitt and Pam Mutumwa discuss these questions and more with Invesco’s Head of US Government Affairs, Andy Blocker.