Brian Levitt is a Global Market Strategist at Invesco. In this role, he’s responsible for the development and communication of the firm’s investment outlooks and insights for North America.
Brian co-hosts Invesco’s Market Conversations podcast, candid discussions with other experts on topics impacting the markets. He develops Trending Conversation presentations to help financial advisors examine current issues with their clients. Brian also works extensively with families to educate them on personal finance. He joined Invesco when the firm combined with OppenheimerFunds in 2019.
Market pullback: Healthy reset, not bursting stock bubble
The downturn was concentrated in mega-cap growth stocks, even though many had strong earnings. We see it as skepticism about lofty valuations.
Tech selloff amplifies the case for diversification
Today’s artificial intelligence trade isn’t a bubble yet, in our view, but the best potential opportunities in stocks may be outside of mega-caps.
US-China deal provides clarity, a December Fed cut looks uncertain
A US-China trade truce provides temporary relief for global supply chains, while the Federal Reserve asserts its independence.
New inflation data doesn't change our expectations for Fed easing
While the one-off inflation report from the Bureau of Labor Statistics showed a 3% rise over the past year, we still expect rate cuts to continue.
Above the Noise: Has the ‘bubble talk’ been blown out of proportion?
It’s hard to escape talk of an “AI bubble,” but there are key differences between today’s artificial intelligence spending and the tech bubble of the late 1990s.
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