Show Notes
In this episode, we unpack why strong corporate earnings — not geopolitical headlines — have continued to drive market performance. We also sit down with Invesco’s Hemant Baijal to discuss the global macro backdrop, the US dollar, and where he sees opportunities across rates, foreign currencies, and emerging markets. Finally, we discuss Jerome Powell’s decision to stay on as a Federal Reserve governor, oil prices, and why investors may want to rethink the stagflation narrative. (Invesco Distributors, Inc.)
More from Greater Possibilities
Why are investors taking a fresh look at senior loans? Brian Levitt sits down with Scott Baskind, Head of Global Private Credit at Invesco, to explore how floating rates, attractive income potential, and shifting corporate fundamentals are shaping the asset class. They discuss the importance of credit quality, the risks of chasing yield, AI-driven disruption, and the signals that could indicate a turn in the credit cycle. Plus, Scott explains why he believes disciplined underwriting, diversification, and downside mitigation remain essential in an uncertain market. (Invesco Distributors, Inc.)
AI investment is booming — so when will companies fully realize a return on their invested capital? We explore this and other questions about the rise of AI agents and the market implications of a potential slowdown in AI development. We also rethink fears about government debt and the Federal Reserve’s first rate hike in three years. (Invesco Distributors, Inc.)
From hyperscaler borrowing to higher yields, there’s a lot happening beneath the surface of today’s bond markets. Matt Brill breaks down what it all means for credit investors and why fixed income may be more dynamic than many people realize. (Invesco Distributors, Inc.)
Oil price increases are back in the news, the perma-bears have grabbed their megaphones, and now there’s talk of an AI “earnings bubble.” Brian Levitt and Jodi Phillips sort through the market’s latest drama to ask what’s really important and what’s just a distraction. (Invesco Distributors, Inc.)
Think all energy-related companies are driven by the same market forces? It’s time to rethink that view. We interviewed Brian Watson of Invesco’s SteelPath team about the often-overlooked world of midstream energy infrastructure — the systems that help move, store, process, and export the oil and gas people rely on every day. We discussed why these companies may be less tied to oil prices than many investors assume, how rising demand for liquefied natural gas and reliable power is shaping the long-term opportunity, and how midstream businesses can offer potential income, real asset exposure, and a differentiated role in diversified portfolios. (Invesco Distributors, Inc.)