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.
Above the Noise: Rethinking 2025 narratives
In 2025, clear storylines on the Federal Reserve, AI stocks, and rates captivated us. But the numbers don’t always match the narratives.
Has the catalyst for stock diversification arrived?
For investors looking to diversify their mega-cap technology exposure, improving growth and falling interest rates may be good reasons.
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.
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