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.
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. Brian co-hosts Invesco’s “Greater Possibilities” podcast. He joined Invesco when the firm combined with OppenheimerFunds in 2019.
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.
10 things investors can be thankful for this year
It’s the time of year to reflect on what we’re thankful for. Resilient growth and strong corporate earnings are among the many positive investing stories.
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.
US-China deal provides clarity, a December Fed cut looks uncertain
A US-China trade truce provides temporary relief for global supply chains, while the Federal Reserve asserts its independence.
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