
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.
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 for North America. Brian is the author of Invesco’s Compelling Wealth Management Conversations, a program that helps investors manage their emotions and stick to their investment plans. He also authored the firm’s Financial Literacy program and works extensively with families to educate on personal finance. Brian co-hosts Invesco’s “Greater Possibilities” podcast. 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.
Markets adjust to a new trade war
The market is gauging the economic inefficiencies that may result from the Trump administration’s new tariffs and the retaliatory measures from other countries.
Government shutdown: What could investors expect from the market?
A government shutdown can create short-term market volatility, but they tend to resolve quickly with little market impact for long-term investors.
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.
What does US government debt mean for investors?
The national debt keeps rising but may still be manageable in the short term despite the investment risk or pending disaster some investors fear.
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