Greater Possibilities
by Invesco
Greater Possibilities is for financial professionals and curious investors who want clearer thinking and sharper insights in a complex world. Our three distinct series cut through the noise to explore what’s changing, why it matters, and how to respond with confidence.Rethink Markets. Explore what’s driving markets — and what may be misunderstood — with monthly insights from Chief Global Market Strategist Brian Levitt. Expect context, nuance, and ideas that challenge conventional wisdom.Rethink Portfolios. Go inside the decision-making process of portfolio managers. Each month, these in-depth conversations explore how risks are managed and opportunities are identified across asset classes and market cycles.Rethink Now. When breaking headlines are shaking markets, these short, sharp episodes help you make sense of what’s happening right now — and what it could mean next.Brought to you by Invesco Distributors, Inc.
Episodes
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Rethink Portfolios: Senior loans with Scott Baskind
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...
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AI: The surge, the spending spree … and a slowdown?
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...
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Rethink Portfolios: Investment grade bonds with Matt Brill
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.)
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Rethink Markets: Oil prices, perma-bears, and the so-called “earnings bubble”
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.)
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Rethink Portfolios: Midstream energy with Brian Watson
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...
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Rethink Markets: Midterms, youth unemployment, and the next phase of the AI trade
How might a divided government impact policy over the next two years? How does a 10% youth unemployment rate compare to history? And how is the artificial intelligence trade evolving? (Hint: It may not be enough to simply beat quarterly earnings estimates anymore.) We tackle these topics and much...
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Rethink Portfolios: US value stocks with Kevin Holt
Kevin Holt, Chief Investment Officer and Senior Portfolio Manager for Invesco’s US Value Equity Team, talks about value investing in today’s rapidly changing market. From AI-driven disruption and concentrated market leadership to the role of active management, Kevin shares how he evaluates...
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Rethink Markets: Chinese AI, small caps, and the space economy
Is the stock market’s advance in April and May “too good to be true”? We explore why market pessimism may be missing the bigger picture. Then, Head of Global Small Cap Equities Michael Oliveros joins us to discuss what he learned about artificial intelligence during a recent trip to China, and…
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Rethink Portfolios: Commercial real estate with Charlie Rose
In this episode of Rethink Portfolios, Danielle Singer sits down with Charlie Rose, Invesco’s Global Head of Commercial Real Estate Credit, to look past the headlines and unpack what’s really happening in commercial real estate. From the office market narrative to the evolving opportunity in real...
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Rethink Markets: Strong corporate earnings beat the market’s expectations
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,...
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Rethink Now: A new era for the Federal Reserve
Brian Levitt shares his quick take on the results of today’s Federal Reserve (Fed) meeting, his expectations for incoming Fed Chair nominee Kevin Warsh, and his assessment of Jerome Powell’s time at the helm of the Fed. (Invesco Distributors, Inc.)
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Rethink Portfolios: Municipal bonds with Mark Paris
In the inaugural episode of Rethink Portfolios, host Danielle Singer sits down with Mark Paris, Chief Investment Officer and Head of Municipals at Invesco, for a timely, in-depth conversation on the municipal bond market - why it matter, how it works, and what investors may be missing right now....
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Rethink Markets: The war with Iran, market indicators, and the realities of private credit
What is the market telling us about the conflict in the Middle East? Brian Levitt discusses what he’s seeing from his preferred indicators of distress. Then, we talk with Head of Global Private Credit Scott Baskind about the current realities of private credit and the ongoing headlines emanating...
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The Middle East conflict, oil prices, and market reactions
Market returns have historically been positive a year after many military conflicts. But there have been a few exceptions. What did those events have in common, and what might that indicate about the market’s reaction to the conflict in Iran? Plus, we talk to Global Head of Alternatives David...
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A software-driven selloff, an incoming Fed chair, and economic resilience
We discuss the drivers and implications of the early-February market selloff with guest Justin Livengood, who believes “a broader market is a healthier market.” And Brian Levitt explains why he disagrees with a past statement from Fed Chair Nominee Kevin Warsh, and what he thinks of Warsh’s…
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Discussing the future of AI with Zack Kass
In this special episode, we welcome Zack Kass, one of the world’s leading artificial intelligence (AI) futurists, to discuss hype, hope, and the human experience in the age of AI. (Invesco Distributors, Inc.)
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Santa rallies, recovery regimes, and a K-Pop economy
It’s the most wonderful time of the year, when asset managers release their prognostications for the next 12 months, and investors hope that a Santa rally delivers a late-December boost to their portfolios. In our last episode of 2025, Brian Levitt explains why he wanted to name Invesco’s 2026...
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The AI “bubble,” commercial real estate, and extraordinary monetary policy
As talk of an “AI bubble” hits the headlines, we discuss key differences between today’s artificial intelligence spending and the tech bubble of the late 1990s. We also talk to Invesco Real Estate’s Chase Bolding and Charlie Rose about opportunities in real estate credit and equities. And, with...
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The government shutdown, gold prices, and the state of the economy
The government shutdown may or may not be over by the time this hits the airwaves, but the negotiations process on appropriations bills promises to last for several weeks. Global Head of Public Policy Jennifer Flitton tells us why she believes we’ll get a final appropriations bill by the end of...
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Long rates, the US dollar, and the global debt market
Rising long rates globally have caused some concern among investors. We discuss why meaningfully higher long rates are a tail risk, but not our base case. Plus, we talk to Hemant Baijal, Head of Macro Alpha and Co-Head of Emerging Markets Debt, about some big shifts this year in international...
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A surge in IPOs, stablecoins, and two key sector opportunities in mid-caps
Mid-cap manager Justin Livengood joins the podcast to discuss the surge in initial public offerings — a trend that he believes is more than just a temporary pop in activity. We also discuss why industrials and financials are his two favorite sectors right now, as well as his thoughts on...
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The fiscal deficit, international SMID, and the case for optimism
International equity managers are in vogue again, so we visited with Portfolio Manager David Nadel about the case for international small- and mid-cap (SMID) stocks. In other news, we ponder how many burgers the One Big Beautiful Bill could buy. And we dive into Brian Levitt’s “pessimism…
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Trade deficits, the dollar, and diversification
In this episode, we ask a UK market expert whether the current environment in the US brings back any memories of Brexit, and what that means for diversification in portfolios. We discuss trade deficits and refute the idea that global trade has to have a winner and a loser. Finally, we tackle the...
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The twists and turns of tariff policy
Just hours after we recorded our latest episode on President Trump’s “Liberation Day” tariffs, he announced a 90-day pause on reciprocal tariffs on most countries. But the tariff story is far from over, and high tariff rates continue to cast a shadow over the economy. We’ll continue to track this...
About this show
Greater Possibilities is for financial professionals and curious investors who want clearer thinking and sharper insights in a complex world. Our three distinct series cut through the noise to explore what’s changing, why it matters, and how to respond with confidence.Rethink Markets. Explore what’s driving markets — and what may be misunderstood — with monthly insights from Chief Global Market Strategist Brian Levitt. Expect context, nuance, and ideas that challenge conventional wisdom.Rethink Portfolios. Go inside the decision-making process of portfolio managers. Each month, these in-depth conversations explore how risks are managed and opportunities are identified across asset classes and market cycles.Rethink Now. When breaking headlines are shaking markets, these short, sharp episodes help you make sense of what’s happening right now — and what it could mean next.Brought to you by Invesco Distributors, Inc.
Hosted by
Invesco