Navigating the fixed income landscape in 2024 – Invesco – 12.11.23

Summary:

Now On Demand

Investors in 2023 faced numerous market challenges, including volatility, increasing rates, geopolitical events, and persistent inflation. So, what’s on the horizon for the next year? Have interest rates hit their peak? And if they have, how much duration should you be adding to your bond portfolio? In the upcoming webcast, Invesco and RIA Channel will highlight key investment themes to help financial professionals target income ideas to diversify and enhance their client portfolios for 2024.

Topics will include:

• An overview of the current market environment and investment themes to watch in 2024.
• An exploration of fixed income strategies to help target prevailing themes of the new year.
• A primer on bond positioning, the U.S. dollar, corporate credit, and municipal bonds markets.
• How financial professionals can incorporate targeted income strategies into a diversified fixed income portfolio.

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

Jason Bloom is Head of Fixed Income and Alternatives ETF Product Strategy for Invesco’s family of exchange-traded funds (ETFs). In this role, he leads the ETF group’s development of thought leadership, market research, ETF investment strategy, and market outlook relating to commodities, currencies, and fixed income.

Mr. Bloom joined Invesco in 2015. Prior to joining the firm, he served as an ETF strategist for six years with Guggenheim Investments and then River Oak ETF Solutions, where he helped launch several funds focused on both energy and volatility-related strategies. Previously, he spent eight years as a professional commodities and interest rate trader specializing in arbitrage strategies in both global energy and bond markets.

Mr. Bloom earned a BA degree from Gustavus Adolphus College, distinguishing himself as the top graduate in the economics department, and a JD from the University of Iowa College of Law. He holds the Series 7, 24, and 63 registrations.

Alessio de Longis is Head of Investments for the Invesco Investment Solutions team. In this role, he leads portfolio management responsibilities and the investment process for asset allocation and manager selection across the platform. Between 2019 and 2023, Mr. de Longis led the group’s global tactical asset allocation and factor rotation capabilities, focusing on the development, implementation, and management of macro regime-based strategies across asset classes.

Mr. de Longis joined Invesco in 2019 when the firm combined with OppenheimerFunds, where he was team leader and senior portfolio manager of the global multi-asset team. Between 2004 and 2013, he was a member of the OppenheimerFunds global debt team, where he served as currency portfolio manager and global macro strategist. He is a published author in the field of macro-based systematic tactical asset allocation, factor investing, and currency overlay strategies. He is regularly featured across financial media outlets.

Mr. de Longis earned an MSc in financial economics and econometrics from the University of Essex, as well as an MA and a BA degree in economics from the University of Rome Tor Vergata. He is a Chartered Financial Analyst^® (CFA) charterholder.