Navigating Fed monetary policy uncertainty and the markets
A rate cut, which markets are pricing in despite Fed member differences, and an expected improving economy in 2026, could support stocks.
Brian Levitt is Chief Global Market Strategist at Invesco. In this role, he leads a team of market strategists, investment strategists, and research professionals who provide timely and compelling insights and ideas for clients across North America, Europe, Middle East, and Africa (EMEA), and Asia Pacific. He joined Invesco when the firm combined with OppenheimerFunds in 2019.
Navigating Fed monetary policy uncertainty and the markets
A rate cut, which markets are pricing in despite Fed member differences, and an expected improving economy in 2026, could support stocks.
2026 Annual Investment Outlook: Resilience and rebalancing
We believe global equities may continue to rise in the new year, and we expect new opportunities to be unlocked as market leadership evolves.
Above the Noise: The K-pop economy
Get insight on the recent sell-off in the artificial intelligence trade, the potential for a Santa Claus rally, and the K-shaped economy.
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.
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