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The fiscal deficit, international SMID, and the case for optimism

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Manage episode 490846436 series 2870445
Content provided by Invesco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Invesco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

International equity managers are in vogue again, so we visited with Portfolio Manager David Nadel about the case for international small- and mid-cap (SMID) stocks. In other news, we ponder how many burgers the One Big Beautiful Bill could buy. And we dive into Brian Levitt’s “pessimism aversion” and why he prefers to stay optimistic about the big trends that promise to impact the future. (Invesco Distributors, Inc.)

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19 episodes

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iconShare
 
Manage episode 490846436 series 2870445
Content provided by Invesco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Invesco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

International equity managers are in vogue again, so we visited with Portfolio Manager David Nadel about the case for international small- and mid-cap (SMID) stocks. In other news, we ponder how many burgers the One Big Beautiful Bill could buy. And we dive into Brian Levitt’s “pessimism aversion” and why he prefers to stay optimistic about the big trends that promise to impact the future. (Invesco Distributors, Inc.)

  continue reading

19 episodes

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