UBS On-Air: Market Moves
Talking Markets Podcast with Brian Levitt of Invesco
Mar 25, 2025
Brian Levitt, Global Market Strategist at Invesco, shares his insights on the current economic landscape. He discusses the effects of U.S. trade policy uncertainties and their role in market volatility. Levitt highlights the significance of artificial intelligence as a market megatrend and suggests looking beyond major tech firms for investment opportunities. He also emphasizes a defensive investment strategy focusing on quality and lower volatility, and advocates for a diversified approach that includes mid-cap stocks and European equities.
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Quick takeaways
- The impact of U.S. trade policy uncertainty on market volatility underscores the need for a clearer direction to foster economic stability.
- The rise of artificial intelligence presents both challenges and opportunities, prompting a shift towards defensive investment strategies focusing on quality and lower volatility.
Deep dives
Current Economic Landscape and Uncertainty
The U.S. economy is currently facing a backdrop of uncertainty, specifically highlighted by fluctuating policies and trade relations. The resilience observed earlier in the year is being challenged as businesses and consumers grapple with unclear rules, leading to increased market volatility. Inflation has stabilized, but its interplay with consumer spending and investment decisions now creates a cautious environment. Financial experts anticipate that overcoming this uncertainty will be crucial for future economic stability and growth.
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