Inflationary pressures are proving to be less transitory than once hoped. Now the question is, how aggressive will the Federal Reserve be in combating inflation? In December, the Fed surprised investors with a distinctly hawkish stance, and January ushered in dramatic volatility as investors became anxious about rate hikes. In this session we will explore what this means for your clients’ portfolios and highlight two strategies to consider right now: senior loans and real assets.
Speakers:
Brian LevittGlobal Market StrategistInvesco
Brian Levitt is a Global Market Strategist at Invesco. In this role, he is responsible for the development and communication of the firm’s investment outlooks and insights.
Mr. Levitt joined Invesco when the firm combined with OppenheimerFunds in 2019. He started at OppenheimerFunds in fixed income product management in 2000 and then transitioned into the macro and investment strategy group in 2005. Mr. Levitt has been quoted in the press, including Barron’s, Financial Times, and The Wall Street Journal. He has appeared on CNBC, Bloomberg, and Yahoo! Finance.
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.
Kathy KriskeyProduct Strategist, Commodities and AlternativesInvesco
Kathy Kriskey is a Product Strategist of Commodities and Alternatives for Invesco’s family of exchange-traded funds (ETFs). In this role, she provides industry color and thought leadership around the commodity and alternatives industry, helps launch new, innovative products, and builds out the coverage of this asset class.
Ms. Kriskey joined Invesco in 2021. Prior to joining the firm, she initiated the commodity investor businesses at UBS, CIBC, and RBC. She also managed commodity sales at Bankers Trust in London, New York, Houston, and JP Morgan in New York. Ms. Kriskey has been in the financial industry since 1987.
Ms. Kriskey earned a BS degree in economics, with a concentration in finance, from the Wharton School of the University of Pennsylvania. She holds the Series 7 and 63 registrations.
Taylor WattsSenior Client Portfolio ManagerInvesco
Taylor Watts is a Senior Client Portfolio Manager for Invesco’s Global Senior Loan group. In this role, he is responsible for the ongoing product development and marketing of investment funds for senior loans and alternative credit products, with a focus on retail funds.
Mr. Watts joined Invesco when the firm combined with OppenheimerFunds in 2019. He joined OppenheimerFunds in 2015 and was most recently a vice president and senior client portfolio manager on the senior corporate loan team. Prior to that, Mr. Watts spent 24 years on the sell side of Wall Street, working for such firms as Chase and Credit Suisse, where his primary focus was on sales and placement of below-investment-grade debt to institutional investors. Over the years, he has built and run sales and distribution teams and has held senior management positions at several boutique firms. Mr. Watts entered the financial services industry in 1991.
Mr. Watts earned a BA degree from Williams College. He holds the Series 7, 9/10, and 63 registrations.
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The opinions expressed in this e-mail are those of the author, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
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