Insight

Podcast Identifying investment opportunities using a macro regime approach

16 July 2020
Alessio de Longis
Alessio de Longis
Head of Investments and Senior Portfolio Manager
Alessio de Longis - Senior Portfolio Manager, Invesco Investment Solutions
Alessio de Longis - Senior Portfolio Manager, Invesco Investment Solutions

In the latest Solutions Podcast Alessio de Longis - Senior Portfolio Manager, Invesco Investment Solutions, discusses the supporting evidence pointing toward economic recovery. Challenges remain of course, so time is also spent analysing the ongoing threat of a second wave of COVID infections, as well as the potential impact of the upcoming US Presidential election. Throughout the conversation Alessio reveals how the prevailing conditions are influencing investment strategy.

Podcast: Identifying investment opportunities using a macro regime approach

  • The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

  • Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.

    This podcast is marketing material and is not intended as a recommendation to invest in any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. The information provided is for illustrative purposes only, it should not be relied upon as recommendations to buy or sell securities.