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Podcast: Money Life with Chuck Jaffe
Episode: Invesco's Levitt: No recession in the outlook because the business cycle remains strong
Description: Brian Levitt, global market strategist at Invesco, says he is watching but not worried about geopolitics, the interest rate environment and more because the current business cycle is strong enough to continue through the year. Levitt entered the year with a mindset of rebalancing and diversifying to take advantage of areas like international investments and small-caps that have been underweighted in portfolios, and he says foreign stocks should benefit all year from weaker dollar conditions. Dollar strength is one of four key market signals — corporate bond spreads, transportation stocks and inflation expectations are the others — that he is watching right...