Greater Possibilities

Kevin Holt, Chief Investment Officer and Senior Portfolio Manager for Invesco’s US Value Equity Team, talks about value investing in today’s rapidly changing market. From AI-driven disruption and concentrated market leadership to the role of active management, Kevin shares how he evaluates opportunity, manages downside risk, and distinguishes true value from potential value traps. He also explores...

Is the stock market’s advance in April and May “too good to be true”? We explore why market pessimism may be missing the bigger picture. Then, Head of Global Small Cap Equities Michael Oliveros joins us to discuss what he learned about artificial intelligence during a recent trip to China, and the emerging economics of space. (Invesco Distributors, Inc.)

In this episode of Rethink Portfolios, Danielle Singer sits down with Charlie Rose, Invesco’s Global Head of Commercial Real Estate Credit, to look past the headlines and unpack what’s really happening in commercial real estate. From the office market narrative to the evolving opportunity in real estate credit, they explore where risks remain, where demand is holding up, and why select areas of th...

In this episode, we unpack why strong corporate earnings — not geopolitical headlines — have continued to drive market performance. We also sit down with Invesco’s Hemant Baijal to discuss the global macro backdrop, the US dollar, and where he sees opportunities across rates, foreign currencies, and emerging markets. Finally, we discuss Jerome Powell’s decision to stay on as a Federal Reserve gove...

Brian Levitt shares his quick take on the results of today’s Federal Reserve (Fed) meeting, his expectations for incoming Fed Chair nominee Kevin Warsh, and his assessment of Jerome Powell’s time at the helm of the Fed. (Invesco Distributors, Inc.)

In the inaugural episode of Rethink Portfolios, host Danielle Singer sits down with Mark Paris, Chief Investment Officer and Head of Municipals at Invesco, for a timely, in-depth conversation on the municipal bond market - why it matter, how it works, and what investors may be missing right now. Mark breaks down munis in practical, everyday terms, explains why today's higher-rate environment has m...

What is the market telling us about the conflict in the Middle East? Brian Levitt discusses what he’s seeing from his preferred indicators of distress. Then, we talk with Head of Global Private Credit Scott Baskind about the current realities of private credit and the ongoing headlines emanating from that space. (Invesco Distributors, Inc.)

Market returns have historically been positive a year after many military conflicts. But there have been a few exceptions. What did those events have in common, and what might that indicate about the market’s reaction to the conflict in Iran? Plus, we talk to Global Head of Alternatives David Hemming about what he’s watching in commodity markets today. (Invesco Distributors, Inc.)

We discuss the drivers and implications of the early-February market selloff with guest Justin Livengood, who believes “a broader market is a healthier market.” And Brian Levitt explains why he disagrees with a past statement from Fed Chair Nominee Kevin Warsh, and what he thinks of Warsh’s recent opinion that significant productivity gains from artificial intelligence could enable growth without...

In this special episode, we welcome Zack Kass, one of the world’s leading artificial intelligence (AI) futurists, to discuss hype, hope, and the human experience in the age of AI. (Invesco Distributors, Inc.) 

It’s the most wonderful time of the year, when asset managers release their prognostications for the next 12 months, and investors hope that a Santa rally delivers a late-December boost to their portfolios. In our last episode of 2025, Brian Levitt explains why he wanted to name Invesco’s 2026 outlook “K-Pop,” but decided on “Resilience and Rebalancing” instead. (Invesco Distributors, Inc.)

As talk of an “AI bubble” hits the headlines, we discuss key differences between today’s artificial intelligence spending and the tech bubble of the late 1990s. We also talk to Invesco Real Estate’s Chase Bolding and Charlie Rose about opportunities in real estate credit and equities. And, with extraordinary monetary policies facing some recent criticism, we remember the role of the Federal Reserv...

The government shutdown may or may not be over by the time this hits the airwaves, but the negotiations process on appropriations bills promises to last for several weeks. Global Head of Public Policy Jennifer Flitton tells us why she believes we’ll get a final appropriations bill by the end of this year. We also explore what’s driven the strong price of gold over the past few years. And we discus...

Rising long rates globally have caused some concern among investors. We discuss why meaningfully higher long rates are a tail risk, but not our base case. Plus, we talk to Hemant Baijal, Head of Macro Alpha and Co-Head of Emerging Markets Debt, about some big shifts this year in international market performance and the US dollar. (Invesco Distributors, Inc.)

Mid-cap manager Justin Livengood joins the podcast to discuss the surge in initial public offerings — a trend that he believes is more than just a temporary pop in activity. We also discuss why industrials and financials are his two favorite sectors right now, as well as his thoughts on stablecoins. (Invesco Distributors, Inc.)

International equity managers are in vogue again, so we visited with Portfolio Manager David Nadel about the case for international small- and mid-cap (SMID) stocks. In other news, we ponder how many burgers the One Big Beautiful Bill could buy. And we dive into Brian Levitt’s “pessimism aversion” and why he prefers to stay optimistic about the big trends that promise to impact the future. (Invesc...

In this episode, we ask a UK market expert whether the current environment in the US brings back any memories of Brexit, and what that means for diversification in portfolios. We discuss trade deficits and refute the idea that global trade has to have a winner and a loser. Finally, we tackle the persistent question of whether the US dollar is in any danger of losing its reserve currency status. (I...