Episodes
19
Latest episode
Aug 2026
Language
EN-US
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.
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.)
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 more in our latest episode. (Invesco Distributors, Inc.)
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 opportunity, manages downside risk, and distinguishes true value from potential value traps. He also explores where he sees compelling opportunities today — including health care — and explains why a dynamic, forward-looking approach to valuation may matter more than ever. (Invesco Distributors, Inc.)
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 the emerging economics of space. (Invesco Distributors, Inc.)
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 estate credit, they explore where risks remain, where demand is holding up, and why select areas of the market may be more resilient than many investors think. (Invesco Distributors, Inc.)
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.)
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.)
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. Mark breaks down munis in practical, everyday terms, explains why today's higher-rate environment has made tax-exempt income compelling again, and addresses common misperceptions around risk, liquidity, and who municipal bonds are really for. From credit fundamentals and supply-and-demand technicals, to headline risks and sector opportunities, we discuss why "boring" municipal bonds may be anything but in today's market. (Invesco Distributors, Inc.)
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