Rising Treasury yields: Recalibration, not rupture
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Higher Treasury yields appeared to reflect a recalibration driven…
Markets seek direction, not perfection
by Benjamin Jones, Global Head of Research, Strategy & Insights, Invesco Key takeaways Markets aren’t denying risk; they’re…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Three reasons why markets have advanced despite worries
by Brian Levitt Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways Markets have…
April stock advance: Markets reflect resiliency
by Brian Levitt Chief Global Market Strategist and Head of Strategy & Insights Key takeaways In recent years,…
Above the Noise: FOMO isn’t about ignoring risk
by Brian Levitt Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways The “fear…
Managing the cognitive dissonance of long-term investing
by Brian Levitt, Global Market Strategist, Invesco Key takeaways For many investors following the evolving headlines of the…
Iran war: What’s driving market sentiment?
by Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways Many assumed…
Indicators suggest the market likely hasn’t hit bottom yet
by Brian Levitt Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways Business cycle…
Discipline matters when markets are uncertain
by Brian Levitt Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways Economic consequences…
Economic and market signals stay steady despite oil shocks
by Brian Levitt Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways Geopolitical risks…
Above the Noise: Investor angst and market endurance
by Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights, Benjamin Jones, Global Head of…
Narratives and facts support non-US stock markets
by Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights, Benjamin Jones, Global Head of…
Markets take Supreme Court tariff ruling, US-Iran tensions in stride
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Tariff decision - The Supreme Court struck down Trump’s…
‘Heads I win, tails I win’ market environment
by Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights, Benjamin Jones, Global Head of…
Greater clarity on the main risks to the market
by Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights, Benjamin Jones, Global Head of…