Santa rallies, recovery regimes, and a K-Pop economy

It’s the most wonderful time of the year, when asset managers release their prognostications for the next 12 months, and investors hope that a Santa rally delivers a late-December boost to their portfolios. In our last episode of 2025, Brian Levitt explains why he wanted to name Invesco’s 2026 outlook “K-Pop,” but decided on “Resilience and Rebalancing” instead. (Invesco Distributors, Inc.)

What is Greater Possibilities?

Greater Possibilities is for financial professionals and curious investors who want clearer thinking and sharper insights in a complex world. Our three distinct series cut through the noise to explore what’s changing, why it matters, and how to respond with confidence.

Rethink Markets. Explore what’s driving markets — and what may be misunderstood — with monthly insights from Chief Global Market Strategist Brian Levitt. Expect context, nuance, and ideas that challenge conventional wisdom.

Rethink Portfolios. Go inside the decision-making process of portfolio managers. Each month, these in-depth conversations explore how risks are managed and opportunities are identified across asset classes and market cycles.

Rethink Now. When breaking headlines are shaking markets, these short, sharp episodes help you make sense of what’s happening right now — and what it could mean next.

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