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.
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.
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.
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As we move into a market recovery, many investors are wondering how to position fixed income in their portfolios. Recoveries can happen quickly and missing the first few months can detract meaningfully from returns.
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.
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.
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.
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.
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.
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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.
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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.
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.
A new business cycle has emerged but investors appear to be poorly positioned to take advantage. In this session, Invesco investment professionals assess the outlook for the economy and provide a framework for evaluating future market leadership. They will also identify potential opportunities for investors as the economy progresses through the early stages of the news cycle, highlighting the case for investing in equities and identifying the opportunities that are emerging around the world.
As we await the outcome of the 2020 presidential election, advisors and investors are anticipating the results and worrying about its impact on the market to determine their next move. But what happens after November 3rd? While the election will have a significant impact on the country, we want to provide some caution from drawing too many links between who’s occupying the white house and the performance of the stock market. In this session, we will share historical perspectives and data on the impact of politics on investing as well as current developments in the political landscape.
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In this presentation, our Equity Strategist Team examines why client goals guide effective core portfolio construction and how ETFs can serve as essential building blocks to help clients achieve their objectives. Factor-based strategies, in particular, provide exposure to the long-term drivers of returns, and they are now available in the cost-effective and tax-efficient ETF wrapper. Join us as we examine how factor-based ETFs can be used in combination to address clients’ specific risk, return and income objectives.
The momentous events of the past few months have upended the traditional cadence of an American presidential election year however the 2020 campaigns and elections will still go on. While the election will have a significant impact on the country, we want to provide some caution from drawing too many links between who’s occupying the white house and the performance of the stock market. In this webinar, Brian Levitt, Invesco’s Global Market Strategist, will share historical perspectives and data on the impact of politics on investing.
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Before investing, investors should carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges, and expenses. For this and more complete information about the fund(s), investors should ask their advisors for a prospectus/summary prospectus or visit invesco.com/fundprospectus.
Invesco Distributors, Inc. is not affiliated with Advisor Perspectives.
With interest rates at historically low levels, investors still have a pressing need to find reasonable income. In this upcoming webinar, Invesco’s municipal investment leaders representing mutual funds, ETFs and separately managed accounts, will discuss how advisors and investors can use different investment solutions to balance the need for income with the realities of managing risk in an uncertain climate.
Naturally, this is the time when market-watchers issue their forecasts for what may lie ahead, and my team is no exception. Simply put, we expect continued monetary policy accommodation with little fiscal stimulus. Therefore, we are more optimistic about capital markets than we are about the overall economy, and we favor risk assets over non-risk assets for 2020.
Why the country represents an increasingly attractive opportunity for both domestic and global investors.
Two Invesco strategists debate the prospects of a value rotation in 2020.
Insured bonds continue to pay interest and principal even if an issuer defaults.
A wave of volatility may knock back a passive fund, but active managers can nimbly assess the situation.
Changing dynamics may present a new set of opportunities for investors.
Economic policy uncertainty and trade conflict may linger, but without a US recession, I do not anticipate significant further slowing in global growth.
In the longer term, we believe the Fed will enact a more permanent solution to maintain stability.
Both endeavors are driven by statistical analysis. Explore three different ways that managers can build their ‘teams.’
Volatility has increased this year. How can investors adjust without losing equity exposure?
Opportunistic investors are taking advantage of the disconnect between solid fundamentals and currently low valuations.
Fintech can bring tremendous benefits to emerging markets but mimicking China’s success in the space might be unwise.
Invesco Fixed Income remains cautious on risk until the dynamic between growth and monetary policy is resolved.
We believe the macro environment is supportive of stocks that are growing their dividend payments.
What did the Invesco Global Small Cap team learn from their recent investor road trip?
The transition from LIBOR to SOFR has been slow. We present some key reasons for the delay in SOFR’s broader integration into markets. Important bottlenecks include lags in the evolution of SOFR-based swaps and derivatives markets and in the development of a term SOFR structure.
On the positive side, we see room for more policy action from EM central banks.
Don’t let short-term volatility detract from your long-term plans.
Government contracts and a focus on innovation may be attractive in an uncertain geopolitical environment.
The eurozone economy has experienced a sharp slowdown since the second half of 2018 in a reversal from the mini-boom enjoyed in 2017.
The “rise of the middle class” has been a ubiquitous theme touted by emerging market (EM) investors for several years.
Emerging markets (EM) assets had a favorable first quarter likely driven by an improvement in external funding conditions and global central bank moves toward policy accommodation. EM credit outperformed the more volatile EM local debt over the period.
Part 2 in a series focusing on different types of alternative investments.
It can be difficult to endure short-term bumps, but we believe that’s critical for long-term success.
The BBB bond market is growing, but we believe that worries about significant downgrades are overblown.
Diversification has been in hibernation during this bull market, but it may be coming out of its slumber.
After several interest rate increases, these bonds may be an attractive alternative for cash.
What will we learn from upcoming data releases and political negotiations?
China’s Belt and Road Initiative – from increased commodity demand to shifting supply routes.
When will prices in China and Japan become attractive?
Fourth-quarter volatility expanded the opportunity set for those looking for a deal.
