Global Investing Lessons with Invesco’s Andrew Hall

In this Australian Investors Podcast episode, your hosts Owen Rask and Andrew Hall discuss:

Invesco’s global investment process and strategy
Why 80% of the fund targets compounders, and 20% improvers
How the Invesco Global Opportunities Fund is built and managed
Lessons learned from crises like COVID-19 and the GFC
How Andrew uses data, discipline and team introspection to manage money globally

If you love learning about portfolio construction, global investing, and behavioural discipline, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

Topics Covered

– Welcome & introduction to Andrew Hall and Invesco

– What makes equities the best long-term asset class

– The 80/20 split: compounders vs improvers

– How Andrew defines a compounder and what separates them from improvers

– The role of change, leadership and industry dynamics in selecting improvers

– How the Invesco Global Opportunities Fund is structured and managed

– Lessons learned from major crises: the GFC, COVID-19, and more

– How Andrew made tough calls during the COVID crash

– Reflections on personal resilience, team strength, and managing under pressure

– Portfolio management discipline and handling uncertainty

Resources for This Episode

Learn More About Invesco & the Global Opportunities Fund:

~~ Rask Resources ~~

🔗 Explore all Rask services – https://bit.ly/R-services

📋 Get Financial Planning – https://bit.ly/R-plan

📈 Start investing with Rask – https://bit.ly/R-invest

📜 Access Show Notes – https://bit.ly/R-notes

❓ Ask a question – just select the Australian Investors Podcast – https://bit.ly/R-quest

📲 Follow us on social media:

Instagram: @rask.invest
TikTok: Published on 8 months ago

Podcast Episode Details

Global Investing Lessons with Invesco’s Andrew Hall

Topics Covered

Resources for This Episode