A playbook to optimize your portfolios in 2025 – Invesco – 12.13.24

A playbook to optimize your portfolios in 2025 - Invesco - On Demand

Overview:
Title: A playbook to optimize your portfolios in 2025
Date: Friday, December 13, 2024
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand

As 2024 comes to an end, it’s time to think ahead for 2025. Learn why overall we expect a conducive environment for risk assets next year, particularly in non-US developed markets, small-cap stocks, and US value sectors. Plus, with President-elect Donald Trump set to enter office in 2025, policy uncertainty on trade and immigration have pushed higher.

Speakers:
Brian Levitt Brian Levitt Global Market Strategist Invesco

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.
Justin Livengood, CFA® Justin Livengood, CFA® Senior Portfolio Manager & Senior Research Analyst Invesco

Justin Livengood is a Senior Portfolio Manager for the Mid Cap Growth and Health Care strategies. He also serves as a Senior Research Analyst for the Discovery and Capital Appreciation strategies, where he covers the health care, financial services, and real estate sectors.

Mr. Livengood joined Invesco when the firm combined with OppenheimerFunds in 2019. Before joining OppenheimerFunds in 2006, Mr. Livengood was a vice president and fund analyst with Merrill Lynch Investment Managers, where he specialized in financial services, health care, energy, and basic materials. During his tenure at Merrill Lynch, he also worked as an investment banking analyst in the global media group and as an associate with Merrill Lynch Ventures.

Mr. Livengood earned a BS degree in business administration with a concentration in accounting and finance from Georgetown University and an MBA from Harvard Business School. He is a Chartered Financial Analyst® (CFA) charterholder.
The risks of investing in securities of foreign issuers can include fluctuations in foreign currencies, political and economic instability, and foreign taxation issues.

A value style of investing is subject to the risk that the valuations never improve or that the returns will trail other styles of investing or the overall stock markets.

Stocks of small-capitalization companies tend to be more vulnerable to adverse developments, may be more volatile, and may be illiquid or restricted as to resale than large companies.

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.

Invesco Distributors, Inc.