A playbook to optimize your portfolios in 2026 – Invesco – 12.10.25

Summary:

As 2025 comes to an end, it’s time to think ahead for 2026. Find out what’s happening in the markets, where we are in the current cycle, and what to expect in the year ahead. We’ll highlight key opportunities to help strengthen your portfolio, with a focus on fixed income strategies. Learn how to leverage Invesco’s expertise to optimize your fixed income allocation and uncover compelling investment-grade opportunities to confidently navigate 2026.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Brian Levitt is Chief Global Market Strategist and Head of Strategy and Insights at Invesco. In this role, he leads a team of market strategists, investment strategists, and research professionals who provide timely and compelling insights and ideas for clients across North America, Europe, Middle East, and Africa (EMEA), and Asia Pacific.

Prior to his current role, Mr. Levitt served as global market strategist focused on North American clients. He joined Invesco when the firm combined with OppenheimerFunds in 2019. He started at OppenheimerFunds in fixed income product management in 2000 and then furthered his professional journey in the Macro and Investment Strategy group in 2005. Mr. Levitt is frequently quoted in the financial services media, including Barron’s, Financial Times, and The Wall Street Journal. He is a recurring guest on CNBC, Bloomberg, and Yahoo! Finance, and co-hosts Invesco’s Greater Possibilities podcast.

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 is Head of North America Investment Grade Credit and Senior Portfolio Manager 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.