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.
Keeping long-term perspective as the Iran conflict continues
It’s unknown how long the conflict will last, but oil and other commodity exposure may help hedge the risk of a prolonged Strait of Hormuz closure.
Above the Noise: Investor angst and market endurance
Day-to-day angst can overshadow the markets. Here’s a bigger-picture take on recent headlines like the software correction, US-Iran conflict, and more.
Narratives and facts support non-US stock markets
Markets are influenced by short‑term narratives and longer-term fundamentals. Emerging markets, Japan, and Europe have experienced improvements in both.
US-Israel strikes on Iran: What investors need to know
Following the US-Israel strikes on Iran, we offer four possible scenarios for what we could face in the coming weeks and explore the possible reaction of various asset classes.
Markets take Supreme Court tariff ruling, US-Iran tensions in stride
Markets largely expected last week’s tariff decision and the flare-up in US-Iran tensions, while new US economic data was weaker than anticipated.
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