Each month, portfolio managers Ronald Zibelli Jr. and Justin Livengood provide their latest views on markets and their impact on Invesco Discovery Mid Cap Growth Fund. Within each commentary, they offer insights on:
While growth has outperformed value for an extended period, signs are pointing to a potential reversal in leadership. Plus, it always makes sense to be diversified.
China’s significant policy shift is light on details, but it could be very positive for the economy. However, our bullish stance on our China holdings doesn’t depend on these policies.
Barron’s recently sat down with Kevin Holt, co-manager of the Invesco Comstock Fund, for a conversation on lessons in value investing he’s learned from more than 25 years of managing the fund.
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