Investing is all about possibilities — identifying the opportunities that can help people retire comfortably, save for their children’s college, pursue their hobbies, and create a legacy. Finding those opportunities requires a big-picture view of how our world is changing, as well as meticulous research into the companies that are driving that change. In this podcast, we sit down with portfolio managers, market strategists, economists, political experts and more, for candid conversations about the possibilities they see ahead. [Invesco Distributors, Inc.]
Investing in the ideas that are changing the world
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.]
What should investors expect in Biden’s first 100 days?
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.
What’s in store for markets in 2021?
2020 was a disastrous year for the economy, yet equities had a great run off of their March lows. Looking into 2021, where do we go from here? Naysayers are worried that markets have gotten way ahead of themselves, while opportunists want to know if they should position their portfolios for an economic recovery. Our guests Kristina Hooper, Talley Leger and Alessio de Longis talk about their outlook for the economy and markets, and where they see greater possibilities ahead in 2021.
The road ahead for munis
How have municipalities held up during the COVID-19 crisis, and what may be in store for this asset class under a Biden administration? Mark Paris and Stephanie Larosiliere from the Invesco Municipal Bond team talk about what kept them up at night during the depths of the crisis, the factors that helped munis weather the storm, and where they see greater possibilities ahead in 2021.