Clients fled to cash when yields were high and their risk tolerance was low. Are they ready to put that cash back to work? If they stay in cash too long, they’re exposed to a different set of risks that could derail their long-term portfolio goals. Join Invesco’s Head of Investment Grade Matt Brill and Global Market Strategist Brian Levitt as they discuss the current market and how to potentially get investors back on track by extending duration and locking in yields.
Accepted for 1 CFP® / IWI / CFA CE Credit
Speakers:
Brian LevittGlobal Market StrategistInvesco
Brian Levitt is a Global Market Strategist at Invesco. In this role, he is responsible for the development and communication of the firm’s investment outlooks and insights. He is the cohost of Invesco’s “Greater Possibilities” podcast.
Mr. Levitt joined Invesco when the firm combined with OppenheimerFunds in 2019. He started at OppenheimerFunds in fixed income product management in 2000 and then transitioned into the macro and investment strategy group in 2005. Mr. Levitt has been quoted in the press, including Barron’s, Financial Times, and The Wall Street Journal. He has appeared on CNBC, Bloomberg, and Yahoo! Finance.
Mr. Levitt earned a BA degree in economics from the University of Michigan and an MBA with honors in finance and international business from Fordham University.
Matt Brill, CFA®Head of North America Investment GradeInvesco Fixed Income
Matt Brill is Head of North America Investment Grade for Invesco Fixed Income. In this role, he is responsible for implementing investment-grade credit strategies across the fixed income platform.
Mr. Brill joined Invesco in 2013 as a senior portfolio manager. Prior to joining the firm, he was a portfolio manager and vice president at ING Investment Management, where he specialized in investment-grade credit and commercial mortgage-backed securities. Before that, he was a portfolio analyst at Wells Real Estate Funds. Mr. Brill has been in the industry since 2002.
Mr. Brill earned a BA degree in economics at Washington and Lee University. He is a Chartered Financial Analyst® (CFA) charterholder.
Fixed-income investments are subject to credit risk of the issuer and the effects of changing interest rates. Interest rate risk refers to the risk that bond prices generally fall as interest rates rise and vice versa. An issuer may be unable to meet interest and/or principal payments, thereby causing its instruments to decrease in value and lowering the issuer’s credit rating.
FOR INSTITUTIONAL INVESTOR USE ONLY — NOT FOR USE WITH THE PUBLIC
Not a Deposit – Not FDIC Insured – Not Guaranteed by the Bank – May Lose Value -Not Insured by any Federal Government Agency.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
