Do we have to taper tantrum again?

In 2013, the mere mention by the US Federal Reserve (Fed) that the scaling back of asset purchases could be forthcoming caused significant short-term disruptions to the global financial markets. Currently, the Fed is once again poised to scale back its asset purchases as the US economy has recovered from the latest recession. Investors are concerned that a shift in Fed policy will have an outsized impact on markets.


The Biden Tax Plan and Opportunities in Municipals

In this session, we explore how President Biden’s proposed tax plan would impact businesses and individuals, and how municipal bonds can help mitigate overall portfolio risk.

In this webinar you will learn:

  • Biden's proposal would increase the corporate tax rate from 21% to 28%, and the top individual federal income tax rate from 37% to 39.6%.
  • It would also increase the capital gains tax rate from 20% to 39.6% for taxpayers with an income of more than $1 million.
  • Despite concerns regarding COVID-19 and the economy, the municipal bond market has experienced positive inflows since April 2020.
  • Diversification can potentially increase opportunities for growth and help mitigate overall portfolio risk. Municipal bonds have historically had very low correlation to other asset classes and may be effective portfolio diversifiers.

Are Your Portfolios Ready if US Stocks Underperform?

Most equity portfolios today are dominated by US stocks. That’s understandable, as they’ve outperformed for years. But Invesco Investment Solutions believes that the tide is turning, and that the next 10 years will see international equities outperform. Fortunately, preparing your portfolios for this scenario is easy. In this session, we will explore key forces that are driving growth and shaping the global economy, the landscape for equity returns over the next 10 years, investment strategies that can prepare today’s portfolios for tomorrow’s market environment and why you should consider Globalizing Your Thinking with Invesco.


Take the Concentration Risk out of the S&P 500

As the S&P 500 has grown ever more top-heavy, many investors in products tied to the Index have found themselves facing historic levels of concentration risk, the likes of which passive investors have not seen since 1970. The five largest companies have grown to account for nearly 22.0% of the index, potentially leaving investors vulnerable if the companies’ current high valuations fall back to earth. In this session, Invesco will discuss why an equal weight approach to investing in the S&P 500 may provide diversification benefits and reduce concentration risk.


Positioning for the New Cycle with Global Equities

A new business cycle has emerged but investors appear to be poorly positioned to take advantage. In this session, Invesco investment professionals assess the outlook for the economy and provide a framework for evaluating future market leadership. They will also identify potential opportunities for investors as the economy progresses through the early stages of the news cycle, highlighting the case for investing in equities and identifying the opportunities that are emerging around the world.


2020 Election: Now What?

As we await the outcome of the 2020 presidential election, advisors and investors are anticipating the results and worrying about its impact on the market to determine their next move. But what happens after November 3rd? While the election will have a significant impact on the country, we want to provide some caution from drawing too many links between who’s occupying the white house and the performance of the stock market. In this session, we will share historical perspectives and data on the impact of politics on investing as well as current developments in the political landscape.

What you will learn:

  • What are the potential short-term and long-term implications of the result
  • Why the markets don’t care about presidential ratings or political party, and why monetary policy often has a bigger influence on markets than presidential policies do.
  • What the benefits of maintaining a long-term portfolio are and why investors shouldn’t let politics and their preferred party influence their investment decisions.

Strengthen your Core with ETFs

In this presentation, our Equity Strategist Team examines why client goals guide effective core portfolio construction and how ETFs can serve as essential building blocks to help clients achieve their objectives. Factor-based strategies, in particular, provide exposure to the long-term drivers of returns, and they are now available in the cost-effective and tax-efficient ETF wrapper. Join us as we examine how factor-based ETFs can be used in combination to address clients’ specific risk, return and income objectives.


2020 Election: 10 truths no matter who wins

The momentous events of the past few months have upended the traditional cadence of an American presidential election year however the 2020 campaigns and elections will still go on. While the election will have a significant impact on the country, we want to provide some caution from drawing too many links between who’s occupying the white house and the performance of the stock market. In this webinar, Brian Levitt, Invesco’s Global Market Strategist, will share historical perspectives and data on the impact of politics on investing.

This presentation will cover:

  • Common misperceptions about presidential politics and the economy
  • Market performance and approval ratings
  • How the impact of signature legislative accomplishments isn’t always as expected.


Before investing, investors should carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges, and expenses. For this and more complete information about the fund(s), investors should ask their advisors for a prospectus/summary prospectus or visit invesco.com/fundprospectus.

Invesco Distributors, Inc. is not affiliated with Advisor Perspectives.


Balancing Income, Risk and Uncertainty with Municipal Bonds

​​​​​​With interest rates at historically low levels, investors still have a pressing need to find reasonable income. In this upcoming webinar, Invesco’s municipal investment leaders representing mutual funds, ETFs and separately managed accounts, will discuss how advisors and investors can use different investment solutions to balance the need for income with the realities of managing risk in an uncertain climate.

This presentation will cover:

  • Balancing the need for income with the importance of managing risk amid the market volatility created by the pandemic.
  • The prospects for higher tax rates and the increased appeal of tax-advantaged municipal bonds, as the government looks to pay for massive stimulus packages.
  • Aligning investor goals with the portfolios objective to find the right municipal income solution to meet their needs.

2020 outlook: An optimistic view of capital markets

Naturally, this is the time when market-watchers issue their forecasts for what may lie ahead, and my team is no exception. Simply put, we expect continued monetary policy accommodation with little fiscal stimulus. Therefore, we are more optimistic about capital markets than we are about the overall economy, and we favor risk assets over non-risk assets for 2020.


Reflections on my recent visit to China

Why the country represents an increasingly attractive opportunity for both domestic and global investors.


Are value stocks poised for a comeback?

Two Invesco strategists debate the prospects of a value rotation in 2020.


Insured municipals offer investors additional assurance

Insured bonds continue to pay interest and principal even if an issuer defaults.


The case for active management in gold and precious metals mining equities

A wave of volatility may knock back a passive fund, but active managers can nimbly assess the situation.


Tactical Asset Allocation Views – Q4 2019

Changing dynamics may present a new set of opportunities for investors.