Webcast: Navigating the Landscape: A Comprehensive Update on Fixed Income, Equities, and Alternative Investments

As investors continue to digest economic data in early 2024, several opportunities in various sectors have surfaced. Incorporating a diverse range of themes, spanning from income-generation to smart-beta and factor investing to alternative strategic options, can potentially help investors achieve their investment goals.

Join Invesco and VettaFi for a webcast that will cover key investment themes aimed at assisting financial professionals diversify and help enhance client portfolios in 2024.


How Investors Can Find Opportunity in Bitcoin

Following approval of spot bitcoin ETFs, many believe bitcoin could be increasingly important in the future. The ETF wrapper adds much needed accessibility transparency, and liquidity, giving investors an opportunity to take advantage of all that crypto has to offer.

Join the experts at Invesco and Galaxy to learn all about the latest sensation in investing and discover how this opportunity can help your portfolio.


Don’t Leave Your Portfolio on the Sidelines, Learn the Playbook

As 2023 winds to a close, the economic signals can be hard to interpret. But investment professionals must make critical and informed decisions to set their clients up for a successful 2024. Join the experts at Invesco and VettaFi to hear a macro framework that will help you make sense of the latest market developments and position your portfolio for potential success.


Seek to Minimize Your Clients’ Tax Bills With ETFs

Managing a portfolio is about more than finding investments that do well – it’s about minimizing expenses as well. Advisors need to leverage tax-efficient investment strategies to help client’s reach their goals.


The Fixed Income Environment – Understanding Risks and Opportunities

With market uncertainty prevailing, the fixed income sector could produce potentially attractive income streams. The unusual market environment is forcing investors to rethink their fixed income priorities and explore new and exciting opportunities in the space.


As Market Uncertainty Looms, Think Defensively

The market faces unprecedented headwinds as the debt-ceiling crisis looms large. Investors can look into defensive strategies that can potentially navigate the choppy waters of the current and projected market environment. Quality, low volatility, and dividend yields are all factors that can help position a portfolio to weather even the toughest of storms. Join the experts at Invesco and VettaFi for an important webcast discussing strategies that incorporate defensive factors.

Topics will include:

  • An overview of the current market backdrop and why defensive factors can make sense
  • How quality, low volatility, and dividend yield factors can prepare portfolios for rocky markets
  • An overview of a series of strategies that focus on different defensive factors and implementation ideas to consider for your portfolios

Is anyone shopping or in an office? How to approach real estate in a rapidly changing economy

In a world of increasing economic uncertainty paired with the U.S. Federal Reserve’s hawkish stance on interest rates, is there a place in my portfolio for private real estate? Is the diversification and inflation mitigation that real estate investing has provided historically still relevant? Since 1983, Invesco Real Estate has navigated multiple real estate and economic cycles. These cycles have been accompanied by incredible technological innovation and major demographic shifts in living and lifestyle.


Volatility and Current Opportunities in Municipals

In this session, we look back on the recent volatility the municipal market has experienced and discuss actionable items advisors can take as a result of the volatility.


Making Sense of Market and Policy Uncertainty

Markets don’t like uncertainty, but that uncertainty may be with us for a while. The Russia/Ukraine conflict shows no signs of abating, and the highest inflation levels in 40 years suggest that Fed tightening will be with us for a while. If that’s not enough, we have a midterm election coming up. Join us as we navigate the complexities of military conflict, monetary policy tightening, and an upcoming midterm election.


Positioning portfolios for Fed tightening and the risk of persistent inflation

Inflationary pressures are proving to be less transitory than once hoped. Now the question is, how aggressive will the Federal Reserve be in combating inflation? In December, the Fed surprised investors with a distinctly hawkish stance, and January ushered in dramatic volatility as investors became anxious about rate hikes. In this session we will explore what this means for your clients’ portfolios and highlight two strategies to consider right now: senior loans and real assets.


Senior Loans: A solution for low yields and rising rates

In 2013, the mere mention by the US Federal Reserve (Fed) that the scaling back of asset purchases could be forthcoming caused significant short-term disruptions to the global financial markets. Currently, the Fed is once again poised to scale back its asset purchases as the US economy has recovered from the latest recession. Investors are concerned that a shift in Fed policy will have an outsized impact on markets.

In this webinar you'll learn:

  • In this webinar, we address these concerns by:
  • Providing a perspective on the 2013 taper tantrum
  • Identifying conditions that differentiate the current environment from 2013
  • Highlighting that the early stages of policy normalization tend to be good for risk assets

Do we have to taper tantrum again?

In 2013, the mere mention by the US Federal Reserve (Fed) that the scaling back of asset purchases could be forthcoming caused significant short-term disruptions to the global financial markets. Currently, the Fed is once again poised to scale back its asset purchases as the US economy has recovered from the latest recession. Investors are concerned that a shift in Fed policy will have an outsized impact on markets.


The Biden Tax Plan and Opportunities in Municipals

In this session, we explore how President Biden’s proposed tax plan would impact businesses and individuals, and how municipal bonds can help mitigate overall portfolio risk.

In this webinar you will learn:

  • Biden's proposal would increase the corporate tax rate from 21% to 28%, and the top individual federal income tax rate from 37% to 39.6%.
  • It would also increase the capital gains tax rate from 20% to 39.6% for taxpayers with an income of more than $1 million.
  • Despite concerns regarding COVID-19 and the economy, the municipal bond market has experienced positive inflows since April 2020.
  • Diversification can potentially increase opportunities for growth and help mitigate overall portfolio risk. Municipal bonds have historically had very low correlation to other asset classes and may be effective portfolio diversifiers.

Are Your Portfolios Ready if US Stocks Underperform?

Most equity portfolios today are dominated by US stocks. That’s understandable, as they’ve outperformed for years. But Invesco Investment Solutions believes that the tide is turning, and that the next 10 years will see international equities outperform. Fortunately, preparing your portfolios for this scenario is easy. In this session, we will explore key forces that are driving growth and shaping the global economy, the landscape for equity returns over the next 10 years, investment strategies that can prepare today’s portfolios for tomorrow’s market environment and why you should consider Globalizing Your Thinking with Invesco.


Take the Concentration Risk out of the S&P 500

As the S&P 500 has grown ever more top-heavy, many investors in products tied to the Index have found themselves facing historic levels of concentration risk, the likes of which passive investors have not seen since 1970. The five largest companies have grown to account for nearly 22.0% of the index, potentially leaving investors vulnerable if the companies’ current high valuations fall back to earth. In this session, Invesco will discuss why an equal weight approach to investing in the S&P 500 may provide diversification benefits and reduce concentration risk.