Seek to Minimize Your Clients’ Tax Bills With ETFs

Managing a portfolio is about more than finding investments that do well – it’s about minimizing expenses as well. Advisors need to leverage tax-efficient investment strategies to help client’s reach their goals.


The Fixed Income Environment – Understanding Risks and Opportunities

With market uncertainty prevailing, the fixed income sector could produce potentially attractive income streams. The unusual market environment is forcing investors to rethink their fixed income priorities and explore new and exciting opportunities in the space.


As Market Uncertainty Looms, Think Defensively

The market faces unprecedented headwinds as the debt-ceiling crisis looms large. Investors can look into defensive strategies that can potentially navigate the choppy waters of the current and projected market environment. Quality, low volatility, and dividend yields are all factors that can help position a portfolio to weather even the toughest of storms. Join the experts at Invesco and VettaFi for an important webcast discussing strategies that incorporate defensive factors.

Topics will include:

  • An overview of the current market backdrop and why defensive factors can make sense
  • How quality, low volatility, and dividend yield factors can prepare portfolios for rocky markets
  • An overview of a series of strategies that focus on different defensive factors and implementation ideas to consider for your portfolios

Anatomy of the Fixed Income Comeback

As we move into a market recovery, many investors are wondering how to position fixed income in their portfolios. Recoveries can happen quickly and missing the first few months can detract meaningfully from returns.


Is anyone shopping or in an office? How to approach real estate in a rapidly changing economy

In a world of increasing economic uncertainty paired with the U.S. Federal Reserve’s hawkish stance on interest rates, is there a place in my portfolio for private real estate? Is the diversification and inflation mitigation that real estate investing has provided historically still relevant? Since 1983, Invesco Real Estate has navigated multiple real estate and economic cycles. These cycles have been accompanied by incredible technological innovation and major demographic shifts in living and lifestyle.


Volatility and Current Opportunities in Municipals

In this session, we look back on the recent volatility the municipal market has experienced and discuss actionable items advisors can take as a result of the volatility.


Making Sense of Market and Policy Uncertainty

Markets don’t like uncertainty, but that uncertainty may be with us for a while. The Russia/Ukraine conflict shows no signs of abating, and the highest inflation levels in 40 years suggest that Fed tightening will be with us for a while. If that’s not enough, we have a midterm election coming up. Join us as we navigate the complexities of military conflict, monetary policy tightening, and an upcoming midterm election.


Positioning portfolios for Fed tightening and the risk of persistent inflation

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.


Senior Loans: A solution for low yields and rising rates

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.

In this webinar you'll learn:

  • In this webinar, we address these concerns by:
  • Providing a perspective on the 2013 taper tantrum
  • Identifying conditions that differentiate the current environment from 2013
  • Highlighting that the early stages of policy normalization tend to be good for risk assets

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.