Brian Levitt is a Global Market Strategist at Invesco. In this role, he’s responsible for the development and communication of the firm’s investment outlooks and insights for North America.
Brian co-hosts Invesco’s Market Conversations podcast, candid discussions with other experts on topics impacting the markets. He develops Trending Conversation presentations to help financial advisors examine current issues with their clients. Brian also works extensively with families to educate them on personal finance. He joined Invesco when the firm combined with OppenheimerFunds in 2019.
Above the Noise: Will policy uncertainty harm the US economy?
While the setup for markets was good coming into 2025, they’ve struggled as investors assess ongoing changes to the US policy approach.
Above the Noise: Investing through ambiguity
We discuss the future of US inflation, the outperformance of European stocks, the potential impact of new tariffs, and the independence of the Federal Reserve in this month’s column.
Above the Noise: Is the worst of policy uncertainty behind us?
US inflation concerns are likely overdone, and any tariffs from the Trump administration are likely a one-time price shock rather than a new inflationary trend.
Above the Noise: Reflections on a year of market growth
Revisit 2024 themes in “12 months of Above the Noise.” A resilient US economy, contained inflation, and an easing Federal Reserve created a positive backdrop for markets.
Above the Noise: Red wave, tariff uncertainty, and government spending
Donald Trump’s red wave victory was the decisive end to a historic election. Will we see tax cuts and deregulation fuel growth? Or do trade wars and higher spending quash it?
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